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Frequently Asked Questions

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Getting Started

You can enter all the information needed to build your estate plan before paying. Payment happens only when you’re ready to generate your official documents.

Get helpful explanations and guidance in real-time as you work through your estate plan, ensuring you understand every step of the process.

You may consider a professional fiduciary, a corporate trustee, or a trusted advisor. Some people also choose a secondary or backup option if the primary person is unavailable.

Using Legata

Legata uses your responses to automatically build attorney-designed templates that reflect your family and planning goals.
Yes. You can update your answers, regenerate documents, and store new versions as needed.
Your plan may still be valid, but laws vary. It’s recommended to review and update your documents after moving.
Legata’s documents follow widely accepted estate planning standards, but local laws may require adjustments. You can update your plan anytime.
Most users complete the process in under an hour, depending on how complex their information is.

Legata uses industry-standard encryption and secure storage to protect your personal and legal information.

Only you and anyone you explicitly choose to share documents with.

Yes. You can remove any stored document at any time.

You only pay when you’re ready to generate your documents.

No. At this stage, uploaded documents are stored securely but not reviewed or analyzed by Legata.

Execution means signing, notarizing, and completing any required witness steps so your documents become legally valid.

You can use a local notary or an online notary (if allowed in your state).
Upload the final executed versions into Legata, store your originals safely, and update beneficiaries on any relevant accounts.

Uploading & Managing Documents

No. Uploaded documents are securely stored but not reviewed by Legata.
Yes. You can update your answers, regenerate documents, and store new versions as needed.
Yes. You can upload new versions anytime.
Yes. All uploaded files are encrypted and stored securely in your personal vault.

Estate Planning Documents

A power of appointment allows a chosen person to direct where certain assets will go, either during life or at death.
A pour-over will ensures that any assets not titled into your trust during your lifetime are transferred to it after you pass away.
Funding a trust means transferring ownership of your assets into the trust so they can be managed or distributed under the trust terms.
A guardian designation allows parents to name who will care for their minor children if they are unable to.
A Financial POA authorizes someone to manage your financial affairs if you’re unable to.
This appoints someone to make medical decisions on your behalf if you cannot.

This document outlines what medical treatments you do or do not want in certain situations.

It allows your chosen individuals to access your protected health information so they can make informed decisions.
An ILIT is a trust designed to own life insurance while keeping the policy’s value outside your taxable estate.

ILITs may be appropriate if you want to manage estate taxes or ensure life insurance proceeds are protected and distributed under specific terms.

You can name your trust as a beneficiary so insurance or retirement assets flow directly into it and follow the trust instructions

Roles & Responsibilities

An Executor oversees your will, manages your estate, and ensures your final instructions are followed.
A Trustee manages trust assets and carries out the instructions outlined in your trust.
They manage financial tasks on your behalf if you’re unable, such as paying bills or handling accounts.

They make medical decisions consistent with your wishes when you cannot communicate them yourself.

Yes. You can name primary and backup options.