Your estate plan, built step by step
A fast, guided experience designed to get you from start to finish in under two hours.
A simple, guided process
01
Create Your Account
Getting started is simple. Sign up with your email address, create a password, and accept the terms to access your Legata account.
You’ll see a clear overview of the process ahead, so you know exactly what to expect from start to finish.
02
You’ll enter basic details such as your name, address, and contact information. If applicable, you can also add the personal information of those who will benefit from your estate plan, such as your spouse and children. Your personal information is the foundation of your estate planning journey and will make the creation of your plan more accurate and efficient.
03
Choose the people you trust to carry out your wishes. This includes roles such as executor, trustee, guardian, and agents who will act on your behalf when needed.
You’ll have time to review and confirm these selections before anything is finalized. Helpful FAQs and definitions are available throughout the process.
04
Legata guides you step by step through building your documents. Your plan may include:
- A pour-over will
- A revocable living trust (individual or joint, if married)
- Financial powers of attorney
- Healthcare power of attorney
- A HIPAA authorization
If you’re married, Legata assists in quickly creating reciprocal documents for your spouse.
05
Once your documents are complete, you’ll finalize your subscription, submit payment, and download your plan to review everything carefully. After review, your documents are prepared for signing.
06
Sign and Notarize
Legata provides clear signing instructions based on your state’s requirements. Depending on your location, you can:
- Sign remotely through an electronic notary session, or
- Request a mobile notary for in-person signing
Once signed, your documents are securely stored in your Legata account.
07
Your Legata dashboard becomes the central home for your estate plan. From there, you can:
- View your estimated estate value
- Receive reminders and notifications
- Receive reminders and notifications
- Use the estate tax simulator to explore future scenarios
- Catalog assets in the Net Worth section which is used to calculate potential estate tax exposure and to organize relevant information in one easy to find place.
- Store important documents in the Vault for easy access and to provide to your loved ones and executors when you choose.
With everything in one place, you can easily and cost effectively update your plan as life changes and move forward with confidence.
Own Your Legacy
Create Your Account
Getting started is simple. Sign up with your email address, create a password, and accept the terms to access your Legata account.
You’ll see a clear overview of the process ahead, so you know exactly what to expect from start to finish.
Enter Your Personal Information
You’ll enter basic details such as your name, address, and contact information. If applicable, you can also add the personal information of those who will benefit from your estate plan, such as your spouse and children.
Your personal information is the foundation of your estate planning journey and will make the creation of your plan more accurate and efficient.
Designate Key Roles and Responsibilities
Choose the people you trust to carry out your wishes. This includes roles such as executor, trustee, guardian, and agents who will act on your behalf when needed.
You’ll have time to review and confirm these selections before anything is finalized. Helpful FAQs and definitions are available throughout the process.
Create Your Estate Planning Documents
Legata guides you step by step through building your documents. Your plan may include:
- A pour-over will
- A revocable living trust (individual or joint, if married)
- Financial powers of attorney
- Healthcare power of attorney
- A HIPAA authorization
If you’re married, Legata assists in quickly creating reciprocal documents for your spouse.
Review Your Documents
Once your documents are complete, you’ll finalize your subscription, submit payment, and download your plan to review everything carefully.
After review, your documents are prepared for signing.
Sign and Notarize
Legata provides clear signing instructions based on your state’s requirements. Depending on your location, you can:
- Sign remotely through an electronic notary session, or
- Request a mobile notary for in-person signing
Once signed, your documents are securely stored in your Legata account.
Store, Organize, and Plan Ahead
Your Legata dashboard becomes the central home for your estate plan. From there, you can:
- View your estimated estate value
- Receive reminders and notifications
- Receive reminders and notifications
- Use the estate tax simulator to explore future scenarios
- Catalog assets in the Net Worth section which is used to calculate potential estate tax exposure and to organize relevant information in one easy to find place.
- Store important documents in the Vault for easy access and to provide to your loved ones and executors when you choose.
With everything in one place, you can easily and cost effectively update your plan as life changes and move forward with confidence.
