Prep Like a Pro
A little preparation before you begin is all you need to complete your entire estate plan in just 1–2 hours.
Key Information and Considerations
Before you start, it helps to have a few details ready. You can always come back and fill in anything later.
People & Roles
You’ll need the full legal names and addresses for:
- You, your spouse/partner (if any), and children (if any)
- The beneficiaries you wish to name
- The key people in your plan:
Executor: The person you appoint to carry out the wishes you specified in your Will upon your passing.
Guardian: The person who steps in to care for your children when you can’t.
Financial & Health Care Powers of Attorney: The person who makes decisions for you if you are incapacitated and unable to do so on your own
Trustee: The person you appoint to manage assets held in your Trust.
* Don’t worry, FAQs & definitions are available throughout the Living Estate Plan application.
Money & Property
Although not needed to create your Living Estate Plan documents, adding details about your assets (business interests, property, investments, or items with monetary or sentimental value) allows Executors, Trustees, and advisors to manage your estate efficiently and follow your instructions precisely. Capturing this information in your plan also helps estimate potential estate taxes and assess whether advanced planning strategies may be needed.
You may want to gather:
- Real estate addresses and estimated values
- Bank and investment account details
- Life insurance information
- Debts (mortgages, loans, credit cards)
- Private company investments
- Items of special or sentimental value
End-of-Life Wishes
As part of completing your Living Estate Plan, you’ll be making and documenting important decisions, including:
- Health care decision maker, if you are unable
- Health care directive
- Organ donation preferences
- Preferences for your remains
- Guardians for your children
It’s wise to consider these decisions in advance so you can efficiently complete your plan.
What to Expect
Here’s a quick overview of how the Legata process works from start to finish.
01
Tell Us About Yourself
Enter basic information about you, your family, and the people you want to include in your plan.
02
Optional: Add Key Asset Info
List your main assets and liabilities, like bank accounts, property, and investments. You can skip or update this anytime.
03
Review Your Documents
The Legata service builds your legal documents for you to look over and confirm everything is correct.
04
Sign/Witness/Notarize
In states where allowed, Legata provides online signatures, witnessing, and notary services. We coordinate in-person services where required.
05
Update Anytime
Life changes. You can log in anytime to update your plan and keep it current.
Own Your Legacy
What You’ll Walk Away With
By the end, you’ll have a complete, attorney-approved estate plan that includes:
Pour Over Will
A type of Will that works with a Revocable Living Trust to help ensure your wishes are honored while providing greater privacy. It also helps to avoid the uncertainties, inefficiencies, and potential costs of the probate process.
Revocable Living Trust
Power of Attorney (Financial)
Appoints someone you trust (an Agent) to manage your financial affairs if you can’t do so yourself.
Power of Attorney (Health Care) and Advanced Health Directive
HIPAA Release and Authorization
See the Process in Action
Once you’ve gathered the basics, you’re ready to start your estate plan with confidence.
