Legalkarma

Tagline Brand's website · 2026-10-04

Legal Karma offers a compliant (SOC 2, attorney-reviewed in all 50 states), white-label, and rapidly deployable solution for financial institutions to launch their own in-house estate planning offering in weeks. It allows institutions to generate new non-interest income, retain customer data and relationships, and insulate their teams from generational wealth transfer, while keeping 100% of the revenue.

Description Brand's website · 2026-10-04

Legal Karma provides a white-label solution, including software, integrations, member support, and marketing resources, for financial institutions (banks and credit unions) to offer in-house estate planning services (Wills, Trusts, Powers of Attorney) to their account holders, enabling them to generate non-interest income and retain customer relationships.

Core capabilities Brand's website · 2026-10-04

• White-label estate planning software and services
• including self-service forms for Wills
• Trusts
• and Powers of Attorney
• document automation
• member support
• marketing support
• and customer data reporting
• integrated with banking platforms or websites.

Pricing Brand's website · 2026-10-04

Financial institutions set their own prices for end-users and keep all the revenue generated, with Legal Karma operating as an infrastructure provider (implying a B2B platform or subscription fee for the institutions).

Target industry Brand's website · 2026-10-04

Financial institutions (banks and credit unions), specifically C-Suite Leaders, Digital Experience Leaders, Wealth Management Leaders, and Operation Leaders within these organizations.