Product Architecture
We mapped the full user journey across onboarding, document creation, and institutional management to identify friction points and simplify decision-making.
Legal Karma
Modern estate planning infrastructure for financial institutions.
Legal Karma helps financial institutions offer estate planning products directly to their members through a seamless, white-labeled digital platform. The challenge was creating an experience that felt approachable for everyday users while still communicating trust, security, and operational sophistication.
We partnered with Legal Karma to design a scalable product ecosystem that simplifies complex legal workflows into a guided, human-centered experience.
Making legal infrastructure feel accessible.
Estate planning is traditionally associated with expensive consultations, fragmented processes, and overwhelming legal terminology. Legal Karma needed a platform capable of translating these complex workflows into a simple digital experience users could confidently navigate on their own.
At the same time, the product needed to support multiple financial institutions through a scalable architecture while maintaining trust, clarity, and compliance across every interaction.
Designed like a consumer product. Built like enterprise software.
We approached the platform with a product-first mindset, simplifying onboarding, reducing friction, and guiding users through legally sensitive workflows with clarity and confidence.
Behind the interface, the system was engineered to support white-labeled deployments, structured data collection, and scalable member management across financial institutions.
The result is a platform that feels approachable for members while remaining operationally powerful for enterprise partners.
Building clarity into every interaction.
UX & Interface Design
The interface was designed to balance professionalism with accessibility, reducing intimidation while maintaining trust throughout sensitive workflows.
Engineering & CMS Systems
We developed scalable frontend systems and operational structures capable of supporting multiple financial institution deployments.
Optimization & Launch
Performance optimization, responsive behavior, and usability testing ensured the platform remained fast, intuitive, and reliable across all devices.
A platform designed for operational scale and human trust.
The final product gives financial institutions the ability to offer estate planning as a seamless digital service while maintaining ownership of the customer relationship.
For users, the experience feels guided, approachable, and modern. For Legal Karma, the platform establishes the operational foundation needed to scale across hundreds of institutional partners.
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