You can use Legal Karma to offer branded estate planning services directly to your bank or credit union members. The system lets account holders create legal wills, trusts, and powers of attorney through a self-service guided experience on your website or mobile banking app. You set custom pricing, collect document fees, and retain all generated revenue. Meanwhile, built-in analytics surface high-intent referral leads for your wealth management and life insurance advisors based on member estate planning activity, age triggers, and specified asset thresholds.
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