Partner With Legata
Empower Your Clients. Strengthen Your Practice.
Build the Future of Estate Planning.
Add New Value to Your Client Relationships
At Legata, we’re transforming estate planning for modern families by combining deep legal and technical expertise with AI-powered tools. Our platform delivers personalized, legally robust estate plans—quickly, affordably, and at scale.
Financial Advisors & Wealth Managers
Help your clients secure their legacy—without stepping outside your legal limits.
Estate planning is an important (and often requested) client service, yet as an advisor, you’re limited in how you can deliver it. That’s where Legata comes in.
We serve as your trusted estate planning partner, providing your clients with personalized legal documents, relevant education, and intelligent planning tools, with your guidance and support, in a format your clients are comfortable using.
With Legata, you can:
- Help your clients build a high quality estate planning solution that grows as they do
- Enhance your value and deepen trust
- Improve retention by addressing a vital, often unmet need
- Stand out from other advisors with a modern, tech-forward offering
You stay at the center of the client relationship—we make your offering more efficient.
Law Firms & Estate Planning Attorneys
Turn away fewer clients. Grow more valuable ones.
You know the challenge: traditional estate planning is labor-intensive, and your firm can not serve all the clients needing help. For fee sensitive clients, your fees can feel out of reach—and their planning needs go unmet.
Legata fills this gap.
We enable you to serve more mass affluent and high new worth clients with the same legal precision you provide, but with technology that makes the process more efficient and affordable. These clients stay connected to your firm—and as they grow, they graduate into your higher value services.
With Legata, you can:
- Capture and retain long-term client relationships
- Expand your market without expanding overhead
- Offer a modern, tech-enhanced planning experience
- Focus your time on clients who need advanced strategy
Legata is not a competitor—we’re an extension of your practice.
CPAs & Accountants
Help your clients complete the picture.
Your clients rely on you for financial clarity, tax guidance, and long-term planning. But without an estate plan, even the best financial strategies fall short. Legata lets you bridge that gap—without building an in-house legal team.
Our platform and dedicated attorneys enable you to offer essential estate planning assistance that augments your clients’ financial and succession goals. We help ensure they have the full suite of legal tools to manage and transfer their estate with confidence.
With Legata, you can:
- Add value with proactive estate planning support
- Address common gaps in succession and estate planning
- Keep your services holistic and client-centered
- Open a new source of revenue
Legata makes it easy for you to deliver a comprehensive solution your clients need and trust.
