Your members are already asking about estate planning. Now your branches can say yes.
Estate planning generates new revenue, deepens member relationships, and gives your team a way to help with the life questions they're already hearing — with zero operational lift. Legal Karma runs the program. Your team approves it.
The conversations are already happening. The revenue opportunity isn't.
Your branch team fields life-planning questions every week — accounts after a death, beneficiary changes, "Do you offer Wills or Trusts?" Today the only answer is "Talk to an attorney." That's a referral out of your ecosystem.
Estate planning changes that. Members plan through your institution, your team gains visibility into life transitions before they happen, and every completed plan creates cross-sell paths into trusts, insurance reviews, and next-generation relationships. It turns a conversation your branches already have into one that generates revenue.
10-15 total hours from your team. Live in 60 days.
Implementation runs in four phases — review, configuration, technical setup, soft launch.
No new hires. No new systems. No ongoing branch training.
Role
Hours
One product. Five new revenue paths.
Every completed estate plan opens doors your team can walk through:
Trust Accounts — New deposit relationships, funded at plan completion.
Beneficiary Reviews — Natural reason to revisit every account on file.
Insurance Gaps — Plans surface coverage needs members didn't know they had.
Next-Gen Relationships — Heirs named in the plan become your next members.
Asset Consolidation — Members centralize accounts when planning holistically.
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Digital Experience Leaders
Wealth Management
See the full implementation scope — every task, every timeline, every resource.
Legal Karma is not a law firm nor are we attorneys. Legal Karma is not the substitute for an attorney or law firm. Legal Karma does not provide legal advice. This site and applications are not intended to create any attorney-client relationship, and your use of Legal Karma does not and will not create an attorney-client relationship between you and Legal Karma.