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.

The federal Health Insurance Portability and Accountability Act (HIPAA) sets strict national standards for safeguarding protected health information (PHI). Compliance requires organizations to implement comprehensive administrative and technical safeguards designed to prevent unauthorized access, ensure data integrity, and maintain confidentiality. Legata’s compliance with HIPAA’s security and privacy safeguards was attested by Sensiba, a leading provider of attestation services that comply with American Institute of Certified Public Accountants (AICPA) standards for quality controls and independence.

“Estate planning often intersects with some of the most personal aspects of a person’s life, including health decisions,” said Alesia Pinney, Co-Founder and CEO of Legata. “HIPAA compliance ensures that we’re not just handling that information responsibly but also protecting it with the highest level of care and rigor.”

Achieving HIPAA compliance involves a detailed and ongoing process, including risk assessments, policy development, workforce training, access controls, encryption standards, and continuous monitoring. Organizations must demonstrate the ability to securely manage sensitive data while maintaining strict privacy protections.

For Legata, this milestone is part of a broader effort to build trust into every layer of the platform, ensuring that clients can confidently manage both financial and health care-related planning decisions in one secure environment.

Legata is a modern estate planning platform that combines AI-powered efficiency with the judgment and expertise of a highly experienced legal team, delivering accurate, thoughtful, and affordable estate planning services at scale.

For more information, visit www.legata.com