Legata is a technology-enabled estate planning platform that helps individuals and families create and maintain plans for their future. It combines attorney-designed solutions with digital tools and human guidance, offering an alternative to basic do-it-yourself templates for people whose needs may be more complex. The platform provides encrypted digital onboarding, step-by-step support, and access to professional assistance throughout the process. Customers can start an account at no cost and pay when they are ready to finalize a plan.

Legata’s main offering, the Living Estate Plan, brings estate planning documents and important information together in one place, with free plan updates for life and support to help keep details current as circumstances change. Legata ILIT is a specialized service for creating and managing an irrevocable life insurance trust, designed to support life insurance and wealth-transfer strategies. It can be used alongside the Living Estate Plan or as a standalone solution. Legata also provides trust funding and asset transfer resources, educational materials, and partner services to help clients navigate estate planning.