Smarter Planning.
Stronger Legacies.
Welcome to Legata, the first comprehensive online platform built by leading lawyers and tech experts. We’ve created a fast, easy, and affordable way to create and manage your own estate plan.
Build Your Legacy with Confidence
As your life grows in success and complexity—homes, investments, businesses, family—so does the need to protect what matters most. Yet traditional estate planning remains expensive, outdated, and difficult to access.
Legata Redefines Estate Planning for Modern Families
Founded by expert lawyers and cutting-edge technologists, we combine deep legal expertise with AI-powered tools to deliver comprehensive, personalized estate plans—at a fraction of the traditional cost. Whether safeguarding your wealth, caring for your loved ones, or preparing for the unexpected, Legata makes it simple to build, manage, and preserve your legacy.
Smart, Secure, Affordable Estate Planning for the Next Generation of Families
No other single provider can offer the array of critical documents and services that Legata delivers. And contrary to how most other services and advisors work, your journey shouldn’t end when you sign your documents. As you and your family grow and evolve, so will your estate plan with Legata – so you never have to worry about your legacy.
Fast & Easy
Draft your Will, Trust, Directives, Powers of Attorney and more, in just a few hours, on your own time. Our online tools guide you every step of the way. No appointments, no phone calls, no stress.
Affordable & Comprehensive
Your initial investment of $1,495 is a fraction of the cost of traditional estate plans. It includes the development of your plan and all key documents, secure storage, and one full year of monitoring and notifications.
Ever Evolving, Always Yours
You own your plan with 24/7 access. After year one, our $195 annual subscription fee covers monitoring of your plan, alerts you when actions are needed or revisions should be considered. We facilitate updates, but you own your plan and can cancel anytime.
Reliable & Secure
All information and documents delivered via the Legata service have been developed and provided by licensed attorneys, insurance agents, registered investment advisors, and professional fiduciaries. Legata employs bank-level security and advanced encryption technology across all systems and servers.
Expert-Built. AI-Enhanced.
Legata isn’t just smart software—it’s estate planning built by seasoned attorneys, fiduciaries, and financial experts. Every element of your plan reflects decades of legal experience and real-world estate knowledge. You get the confidence of expert-backed solutions, delivered with modern ease and precision.
Own Your Legacy with Legata
Estate Planning Services
Estate Plan Document Creation
- Pour Over Will
- Revocable Living Trust
- Power of Attorney (Financial)
- Power of Attorney (Healthcare) and Advanced Health Directive
- HIPAA Release and Authorization
FAQ/Tool tips as you build your estate plan
Get helpful explanations and guidance in real-time as you work through your estate plan, ensuring you understand every step of the process.
Execution Services
- E-signature
- Electronic Witness Service (where permitted)
- Electronic Notarization (where permitted)
Asset Inventory
Easily catalog and value all of your financial and personal assets in one secure place, creating a complete picture of your estate for better planning and decision-making.
Special Care & Life Insurance Trusts
If a loved one needs special care, you can note it in your plan. We’ll help connect you with the right support for setting up a special needs trust. You can also build an Irrevocable Life Insurance Trust (ILIT) directly through Legata to manage life insurance outside your estate.
Document Vault
Store and organize essential estate planning and personal documents in a secure digital vault that’s accessible anytime and protected with industry-standard encryption.
Projected Estate Tax Exposure Calculator
Estimate potential estate tax liabilities with a built-in calculator, helping you to maximize your legacy for your beneficiaries.
Personalized Dashboard
View a centralized dashboard tailored to your estate planning journey, showing progress, key tasks, and alerts at a glance.
Monitoring and Notifications
Stay on top of important updates with ongoing monitoring and real-time notifications when laws change or your plan needs attention. Use Legata to notify your attorney, CPA, or financial advisor of updates so your professional team can stay in sync.
Curated Estate Planning Knowledge Center
Explore a comprehensive library of articles, guides, and resources curated by estate planning experts.
Insurance referral services
Access trusted partners offering insurance products that support your estate planning goals, from life insurance to long-term care planning.
What Users Say
How It Works
- Create your free secure account
- Capture and catalog your assets
- List your personal contacts: heirs, executors, trustees, etc.
- Draft essential documents like Wills, Trusts, and Directives.
- Your documents are securely stored in a digital vault, accessible 24/7.
- Legata Provides personalized ways to minimize estate taxes.
- Access professional advisors at affordable rates
A Team You Can Trust
Legata is a team of dedicated, experienced professionals in estate law and technology development. We started Legata to help the millions of successful Americans who know the importance of having a robust and comprehensive estate plan but have not yet found a service that meets their needs.
