Legata Information

Most families know they need an estate plan. What stops them is the process. For many families, traditional estate planning can involve multiple appointments, significant time commitments, and a process that feels difficult to navigate. The result is that people often delay planning altogether or end up with documents that are never revisited as life changes. Legata was built to change that pattern. The platform combines attorney-designed planning tools with a guided digital process, so families can build a comprehensive estate plan on their own schedule, with professional support available when they need it. Plans include revocable living trusts, pour-over wills, powers of attorney, health care directives, HIPAA releases, and irrevocable life insurance trusts. For financial advisors, CPAs, and insurance professionals: Most advisors know estate planning is important to their clients but need a reliable way to connect them with a planning solution. Referring clients to an estate planning attorney often means long wait times and an experience the advisor cannot track or influence. Legata gives advisors a referral option they can trust, with a process their clients will complete. The team brings experience across tax law, accounting, technology, compliance, and financial governance. SOC 2 Type II certified. HIPAA and CCPA compliant. Smarter Planning. Stronger Legacies. legata.com