Build Your Legacy with Confidence​

"It’s great knowing I have a foundational estate plan in place, and that Legata can help me keep my plan current as life changes and my assets grow."

"Legata offered a comprehensive and affordable solution that fit our estate size needs. This enabled us to put a plan in place quickly before a dive trip. Such a relief!"

"Estate planning always felt like something I should do but never got around to — mostly because it seemed complicated and time-consuming. Legata completely changed that. The process was simple, clear, and surprisingly quick. I loved how the platform walked me through everything step by step, and I finished feeling organized and confident that my plans are in good shape. It’s such a relief to have this taken care of."

"After seeing first hand the impact a will/trust can have on a family, we decided that it was time we have one in place. This decision became especially important after we had our kids. We didn't have a lot of knowledge on the process, so it was great to have Legata help us through the process! It was easy, efficient, and now we have peace of mind knowing it is all in place for the future."

“Legata made what could have been an intimidating process very accessible to someone with little to no knowledge of the estate planning realm. It was an empowering, and straightforward experience that has given me peace of mind.”

Setting up my estate plan had been weighing on me for a long time, and Legata made it so much easier than I anticipated. There was no headache, and I did it in about an hour. I wanted to make sure my son was taken care of and could inherit without the cost and hassle of probate. I'd looked at lawyers charging around $3,000, so getting this done so easily was an excellent value.

Legata made it extremely convenient to not only complete my plan but ensure it was in place by providing a mobile notary. I had a few questions along the way, but the team was able to address them. I can see Legata being the home base for my estate planning going forward.

“Lawyers are difficult, Legata was not. The step-by-step process to set up the estate plan was simply to follow and it walked us through scenarios we never thought about. The entire process cost significantly less than what an attorney would charge, AND we can go back and edit whenever without needing to pay a lawyer. This was a no-brainer decision and I highly recommend this for everyone!"

"It was self-explanatory. The platform walked you right through it, step by step, and the questions were straightforward. The remote notarization was really convenient, and I liked that a lot. I'd heard estate planning with a lawyer can run anywhere from $5,000 to $7,000, so the value was clear, and I love being able to log in and see all my documents in one place. I've been telling other people they need to be doing this in Washington."