Simple, Clear Pricing for your Estate Planning Needs
Legata offers comprehensive Living Estate Plans and Irrevocable Life Insurance Trusts. Both services are built for clients to complete on their own but additional help is always available through our Concierge Support and Attorney Consultation add-ons.
Legata Living Estate Plan™
Comprehensive attorney-grade plan in under two hours.
$
1,495
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Personalized Will
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Revocable Living Trust
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Financial Power of Attorney
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Health Care Power of Attorney (including Advance Healthcare Directive)
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HIPAA Release and Authorization
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Guided step-by-step process
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Online or In-Person Execution & Notarization
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Secure digital storage for first year
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Annual updates and ongoing storage: $195/year
Legata ILIT™
A standalone plan for clients who only need an Irrevocable Life Insurance Trust
$
1,495
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Proper ILIT document creation
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Federal Tax ID (EIN) procurement direction
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Clear funding and premium payment workflows
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Withdrawal/Crummey notice creation, delivery, execution, and record retention
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Ongoing coordination with Trustees and advisors
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Secure digital storage for first year
Start Your Plan
Legata ILITs™ are designed to help individuals and families protect life insurance proceeds, minimize estate taxes, and ensure their wealth is passed on efficiently and on their terms.
Popular
Concierge Support Add-On
Guided help inside the app whenever you want extra support*
+$250
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One 2-hour one-on-one session with a Legata Specialist
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Step-by-step help navigating the application
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Answers to application-related questions*
Attorney Consultation Add-On
Legal guidance for more complex estates or specific legal questions
+$1,000
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One-hour attorney-led session
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Answers to legal estate planning questions
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Guidance for completing your documents
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Additional attorney time billed at $1,000/hour
Ready When You Are
Once you’ve gathered the basics, you’re ready to start your estate plan with confidence.