Protect what you’ve built

Create your estate plan with clarity, structure, and confidence

What Your
Estate Plan Includes

Pour-Over Will

Revocable Living Trust

Power of Attorney (Financial)

Power of Attorney (Healthcare) & Advance Health Directive

HIPAA Release & Authorization

Irrevocable Life Insurance Trust (ILIT)

What Our Clients Say

    
 
 
         
   Leah Wright 
 
 
 
 Trustindex verifies that the original source of the review is Google. The Legata experience was so smooth and seamless!! My husband and I were able to work with the Legata team to easily build, notarize, and manage our entire Estate Plan. We recommend Legata to all of our friends and family!
  
 
        
   Will Noering 
 
 
 
 Trustindex verifies that the original source of the review is Google. My wife and I used the the Legata platform to consolidate our Estate Plan, Wills, & proxies. The platform was incredible intuitive and easy to navigate.  It is a huge weight off our shoulders to have this completed and to know we can easily go back and make any changing as our life evolves.
  
 
        
   Andrew Miller 
 
 
 
 Trustindex verifies that the original source of the review is Google. A great group of individuals that are committed to excellent work. Really looking forward to seeing all of the great work they put together and for legacies that Legata will help to strengthen.
  
 
        
   Sheila LiBrizzi 
 
 
 
 Trustindex verifies that the original source of the review is Google. Legata made the process of estate planning seamless and stress free. Every step was understandable and explained in simple terms. I am so grateful that this Company is available because I was overwhelmed with the idea of trying to start my estate planning journey for my family. I loved that it can cover a larger estate with multiple factors or just a small one like mine. Excellent support through the whole process. I highly recommend this company for all of your estate planning needs!
  
 
        
   Posse Sharples 
 
 
 
 Trustindex verifies that the original source of the review is Google. Legata offers top notch estate planning services at a super reasonable price.  We have been putting off updating our estate plan for years and with Legata's services we were able to have a new, fully executed estate plan in under 3 hours.  Wish I had found them earlier!
  
 
        
   Jim Kreyenhagen 
 
 
 
 Trustindex verifies that the original source of the review is Google. Great solution for estate planning. I was able to easily create a quality estate plan and can modify it any time my life situation changes.
  
 
        
   J Vanderzanden 
 
 
 
 Trustindex verifies that the original source of the review is Google. This is exactly what I needed.  I've been putting this off for forever. It was easy and now everything is in order for my daughter.  Thank you - You saved my daughter a ton of money that I have spent a lifetime saving.
  
 
        
   Stephanie Robinett 
 
 
 
 Trustindex verifies that the original source of the review is Google. As someone in marketing, I really appreciate products that are both well designed and genuinely useful. Legata makes estate planning feel clear and manageable, and helped my family get organized without feeling overwhelmed.
  
 
        
   Kelly Hudson 
 
 
 
 Trustindex verifies that the original source of the review is Google. Really impressed with Legata! It’s clean, straightforward, and actually helped me understand the estate planning process instead of just pushing forms at me.