WA State Supreme Court Authorizes Legata to Deliver Legal Services.
First-of-its-kind authorization positions Legata to address a significant gap in access to estate planning legal services for Washington families
First Entity Authorized to Provide Legal Services in Innovative Pilot Project
The Washington Supreme Court (Court) today authorized the first participant in its Entity Regulation Pilot Project, which is a time-bound, data-driven study to determine if new service models—that are not allowed under current regulations—can meaningfully expand access to legal services while protecting consumers.
Inside WA’s Bet on Regulated Innovation: Legata Wins First Supreme Court Authorization
Under a WSBA-vetted compliance officer and quarterly bar reporting, Legata becomes the first company authorized to deliver estate planning legal services under Washington’s new regulatory pilot.
The Quiet Shift Reshaping Legal Services
A quiet but meaningful shift is underway in the legal industry. States are beginning to rethink who can deliver legal services and how those services reach people. The goal isn’t to replace lawyers. It’s to close the gap between those who need help and those who can actually access it.
Legata Achieves SOC 2 Type II Compliance
Seattle, WA April 1, 2020 — Legata, Inc., whose modern estate planning platform combines AI-powered efficiency with expert legal oversight, today announced it has successfully achieved SOC 2 Type II compliance, a significant milestone that underscores the company’s commitment to data security, availability, confidentiality, and operational excellence.
Legata Achieves CCPA Compliance, Advancing Consumer Privacy and Data Transparency
Seattle, WA Feb 26, 2026 — Legata Inc. today announced it has achieved compliance with the California Consumer Privacy Act (CCPA), further strengthening its commitment to transparency, user control, and responsible data practices.
Legata Achieves HIPAA Compliance, Strengthening Safeguards for Sensitive Personal and Health Information
Seattle, WA Feb 26, 2026 — Legata, Inc. today announced it has achieved HIPAA compliance, reinforcing its commitment to protecting sensitive personal and health-related information as part of its estate planning platform.