# Legalkarma

> Publicly sourced profile assembled by Optimly, in the Optimly AI Brand Index. Last refreshed 2026-10-04.

- **Business Profile:** https://optimly.ai/brand/legalkarma
- **Dataset:** https://optimly.ai/brand/legalkarma.json
- **Markdown:** https://optimly.ai/brand/legalkarma/llms.txt
- **Official website:** https://legalkarma.io
- **Slug:** legalkarma
- **Categories:** legal-technology

## Overview

- **Tagline:** 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: Brand's website (https://legalkarma.io) · 2026-10-04

- **Description:** 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: Brand's website (https://legalkarma.io) · 2026-10-04

## Offerings

- **Core capabilities:**
  - 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.
Source: Brand's website (https://legalkarma.io) · 2026-10-04

- **Pricing:** 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: Brand's website (https://legalkarma.io) · 2026-10-04

## Audience

- **Target industry:** Financial institutions (banks and credit unions), specifically C-Suite Leaders, Digital Experience Leaders, Wealth Management Leaders, and Operation Leaders within these organizations.
Source: Brand's website (https://legalkarma.io) · 2026-10-04

Page last updated 2026-10-17.