Estate planning is the front door to your next generation of AUM.
$84 trillion is moving between generations. Advisory teams with estate planning don't just plan for that transfer — they stay at the center of it.
Three reasons estate planning changes your P&L.
Revenue your advisory team isn't capturing yet.
Every completed estate plan generates non-interest income. Members consolidate assets. AUM grows. New revenue from existing relationships — no new member acquisition required.
Member intelligence you cannot get anywhere else.
A single estate plan surfaces complete asset inventory, family structure, beneficiary designations, and financial priorities. Data your advisors currently lose to outside attorneys every time they make a referral.
Relationships that survive the generational transfer.
70% of heirs move assets after inheritance. Estate planning creates a documented connection between your current clients and their heirs — before the transfer happens.
What one estate plan tells your advisory team.
Assets held outside your institution
Family structure and beneficiary relationships
Financial priorities and concerns — in the member's own words
Timeline and intent for wealth transfers
This is the intelligence that drives consolidation conversations, deepens advisory relationships, and builds your pipeline for trust services. Today, it walks out the door with an outside attorney referral.
100+ credit unions. Here is what they are seeing.
VantageWest Federal Credit Union broke even on their Legal Karma investment in five months. More than 150 member families completed estate plans in the first year — each one generating new advisory intelligence and consolidation opportunities.
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Book a 30-minute call. We'll show you how wealth management teams at institutions like yours are using estate planning to deepen client relationships and retain assets across generations.
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.