{"name":"Legalkarma","domain":"legalkarma.io","url":"https://optimly.ai/brand/legalkarma","is_claimed":false,"categories":["legal-technology"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://legalkarma.io","updated_at":"2026-10-04T00:06:50.506000+00:00"},{"key":"description","label":"Description","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://legalkarma.io","updated_at":"2026-10-04T00:06:50.506000+00:00"}]},{"header":"Offerings","sections":[{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"White-label estate planning software and services\nincluding self-service forms for Wills\nTrusts\nand Powers of Attorney\ndocument automation\nmember support\nmarketing support\nand customer data reporting\nintegrated with banking platforms or websites.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://legalkarma.io","updated_at":"2026-10-04T00:06:50.506000+00:00"},{"key":"pricing","label":"Pricing","shape":"text","content":"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).","source_type":"1p_website","source_label":"Brand's website","source_url":"https://legalkarma.io","updated_at":"2026-10-04T00:06:50.506000+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Financial institutions (banks and credit unions), specifically C-Suite Leaders, Digital Experience Leaders, Wealth Management Leaders, and Operation Leaders within these organizations.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://legalkarma.io","updated_at":"2026-10-04T00:06:50.506000+00:00"}]}],"last_refreshed_at":"2026-10-04T00:06:50.506000+00:00","last_changed_at":"2026-10-17T23:43:30.702373+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=b62d755d-1e79-4b9f-b583-3b2942a03d9a"}