Meet the Living Estate Plan™
Most online tools are too basic. Traditional attorney-managed estate planning is expensive. Legata gives you attorney-quality estate documents that evolve as your life changes, at a fraction of the cost.
Why families trust Legata
Plans designed by estate planning and tax attorneys
Designed for complex family and financial needs
Bank-level encryption keeps your documents secure
Unlimited updates help your plan stay current
Valid in all 50 states
Traditional estate planning is broken
Other online tools are not designed to optimize for tax planning and attorney-created plans can cost $5,000–$15,000+. Legata gives you attorney-quality tax planning at a fraction of the cost.
Traditional attorney
$5,000–$15,000+
Plus hourly fees every time life changes
Legata Living Plan
$1,495
Includes your complete estate plan and one year of unlimited changes
DIY online tools
Cheap. But incomplete.
No bypass trusts, no tax optimization, no attorney oversight
What’s included
Year one
A complete attorney-designed estate plan, built and signed.-
Pour-over will, revocable living trust, bypass trust
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Healthcare directive, durable powers of attorney, HIPAA authorization
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Asset catalog and valuation
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Bank-level encrypted document storage
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Online signing, witnessing, and notary (in supported states)
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In-person notary coordination where required
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One full year of unlimited revisions
Year two onward
Your plan stays current as laws and life change.-
Monitoring for legal and life changes that affect your plan
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Alerts when your plan should be reviewed
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Unlimited revisions whenever changes are needed
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Continued secure storage and advisor sharing
Designed by estate planning attorneys. Not software engineers.
Every document, every framework, every tax structure reflects decades of estate planning and tax law experience. This is attorney-quality work — delivered through technology.
Alesia Pinney FOUNDER & CEO
25+ years Attorney, CPA, Technology Expert – WA & OR Bar
Ann Parker-Way HEAD OF PRODUCT & LEGAL
25+ Years Practicing – WA Bar
Brooke Hardie ESTATE PLANNING ADVISOR
25+ yrs Practicing Estate Planning – TX Bar
From signup to signed plan in under 2 hours
01
Tell us about your family
Executor, trustee, guardians for minor children, agents you trust to act on your behalf.
02
Catalog your assets
Bank accounts, property, investments, life insurance, business interests. Skip what you don’t have on hand.
03
We build your documents
The platform generates your full attorney-designed plan — will, trust, healthcare directives, powers of attorney.
04
Review, sign, store
Sign online where your state allows. In-person notary coordinated where required. Stored with bank-level encryption.
05
Update whenever life changes
Log in any time to revise. New baby, new state, new assets — updates are included.
Own Your Legacy
What families are saying
Don’t leave your family unprotected
Attorney-designed. Built to evolve. Done in under 2 hours.
$1,495 to set up · $195/year · Updates always included · Cancel anytime