Seattle, WA  February 26, 2026 — Legata, Inc., whose modern estate planning platform combines AI-powered efficiency with expert legal oversight, today announced it has successfully achieved SOC 2 Type II compliance, a significant milestone that underscores the company’s commitment to data security, availability, confidentiality, and operational excellence.

SOC 2 Type II, developed by the American Institute of Certified Public Accountants (AICPA), is widely regarded as one of the most rigorous standards for evaluating a company’s systems and controls for managing customer data. Unlike a point-in-time assessment, Type II certification evaluates controls over an extended period, requiring consistent performance.

“Earning SOC 2 Type II compliance is not just a checkbox exercise,” said Alesia Pinney, Co-Founder and CEO of Legata. “It reflects the systems, discipline, and accountability we’ve built into every part of our platform. Our clients trust us with deeply personal information, and our compliance validates that we take that responsibility seriously.”

Legata’s compliance with SOC2 Type II criteria for security, availability and confidentiality 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. The process involves reviewing internal controls, policies, and procedures over time, testing whether they are not only properly designed but also consistently operating effectively.

For Legata, this milestone aligns with its broader mission: making estate planning more accessible while maintaining the highest standards of security, privacy, and trust.

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