Legal Karma – Your Estate Planning back office
Legal Karma’s solution provides all the software, integrations, member support, and marketing resources that you need to build your own in-house estate planning offering. We do the heavy lifting and you win all the revenue (yes, really).
Legal Karma brings self-service estate planning forms, document automation tech, member support, marketing support, rich financial data, and reporting all in one white-label solution that is integrated with your banking platform or website.
An integration is currently being developed between CU*Answers and Legal Karma.
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