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Industries
Credit Unions
Banks
Wealth
Case Study
Developers
API
Use Legal Karma's powerful document automation from your own code
Tutorials
Learn how to automate even the most nuanced document automation
About Us
Contact Us
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get a demo





WIN NEW REVENUE BY OFFERING YOUR MEMBERS WILLS AND TRUSTS.

YOUR BRAND. YOUR PLATFORM. YOUR TERMS.
WE COVER THE TECH, SUPPORT, AND LEGAL AUTOMATION.

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EXPLORE OUR INDUSTRIES

CREDIT UNIONS

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BANKS

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WEALTH

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DRIVE YOUR MEMBER'S ESTATE PLANNING NEEDS
WHILE ADDING NEW INCOME.

Offer Wills, Trusts, and Powers of Attorney through your own customer platform.
We provide the legal automation, customer support, and payment capture.
You set the prices and win all of the revenue (yes, really).


LEARN HOW




OWN THE RELATIONSHIP AND KEEP CLIENT DATA IN HOUSE.

Shield your customer base from competing institutions.
By being the Will and Trust provider, you gain valuable data on their assets and
family structure.
Leverage data to enable cross selling into your other services.


HOW IT WORKS


STEP ONE


WE EASILY EMBED OUR WHITE-LABELED WILL AND TRUST PRODUCTS DIRECTLY TO YOUR
EXISTING WEBSITE OR PORTAL.

Our easy to embed widgets can be added to existing portals, handling all of the
technical lift from your team.




STEP TWO


YOUR MEMBERS PICK FROM A MENU OF SERVICES AND CALL US WHEN THEY HAVE QUESTIONS
ABOUT THEIR WILLS AND TRUSTS.

Our call centers operate when you operate and are available by phone or chat
support.




STEP THREE


MEMBERS ANSWER GUIDED QUESTIONNAIRES AND MEET WITH OUR TRAINED STAFF.

After receiving their legally sound Estate Plans, customers meet with our
support staff to do a final check and answer any clearinghouse questions they
have.

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WHAT OUR CLIENTS SAY

It’s our goal to win the love and recommendation of everyone we work with.

“WE REDUCED OUR WORKLOAD BY 70%. LEGAL KARMA SOLVED A PROBLEM WE’VE BEEN TRYING
TO FIX FOR YEARS AND TREATED US LIKE FAMILY.”

PETE M.
J.D.



“WE REDUCED OUR WORKLOAD BY 70%. LEGAL KARMA SOLVED A PROBLEM WE’VE BEEN TRYING
TO FIX FOR YEARS AND TREATED US LIKE FAMILY.”

PETE M.
J.D.








PARTNERS AND CERTIFICATIONS




SEE FOR YOURSELF

How companies are adding in millions in revenue by offering legal products to
their customers.

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hello@legalkarma.io

+1 737-210-3994


902 Clearwater Cr. Austin, TX 78753

Industries
Credit UnionsBanksWealth
Developers
APITutorials
Case StudyAbout Us
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