# Legal Karma

> Legal Karma is an Austin-based B2B legaltech company that gives banks and credit unions a white-label engine for offering wills, trusts, and powers of attorney directly to their account holders. It handles the document automation, 50-state attorney-reviewed legal infrastructure, compliance, member support, and marketing so a financial institution can stand up a profitable estate planning department in about four weeks - while keeping 100% of the revenue and ownership of the customer relationship.

- **Founded:** 2020
- **Headquarters:** Austin, Texas, United States
- **Founders:** Kory Kelly (Co-Founder & CEO), Mauricio Cano (Co-Founder & CTO)
- **Team size:** ~29 employees
- **Products:** White-label Estate Planning Platform, Document Automation, Member Support, Marketing Resources, Data & Analytics
- **Notable:** Grew to power wills and trusts for 100+ financial institutions, Raised $5.02M in total seed funding across two rounds, Attorney-reviewed documents in all 50 states and SOC 2 compliance

## Products & services

- **White-label Estate Planning Platform** — Branded wills, trusts, and powers of attorney embedded directly into a bank or credit union's digital experience.
- **Document Automation** — Attorney-reviewed legal document generation across all 50 states, with an 87%+ plan completion rate.
- **Member Support** — Legal Karma handles customer/member support for the estate planning experience so institutions don't have to staff it.
- **Marketing Resources** — Campaign tools and marketing support to drive member awareness and signups.
- **Data & Analytics** — Financial data reporting and business intelligence on member wealth-transfer readiness and engagement.

## Achievements

- Grew to power wills and trusts for 100+ financial institutions
- Raised $5.02M in total seed funding across two rounds
- Attorney-reviewed documents in all 50 states and SOC 2 compliance
- Reported 87%+ estate plan completion rate and ~342 weekly signups
- Enables partner institutions to launch estate planning in roughly 4 weeks

## Latest updates

- **2024-09** — Raised a $3.02M seed extension, bringing total funding to roughly $5.02M.
- **2023-10** — Announced $2M seed round led by Everywhere Ventures and The Venture City.

## Links

- Website: https://legalkarma.io
- LinkedIn: https://www.linkedin.com/company/legalkarma
- Twitter/X: https://twitter.com/legalkarma

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Profile page: https://yespress.io/legal-karma
Published by YesPress — https://yespress.io
Last updated: 2026-08-04