Simple, Clear Pricing for your Estate Planning Needs
Fast, easy, and affordable Estate Planning and Trust Creation, on your own schedule. Our simple self-guided interface delivers expert assistance whenever you need it, and attorney consultation is available for more complex needs.
Select the Documents You Want to Create
Legata Living Estate Plan™
Comprehensive attorney-grade plan in under two hours-
Guided step-by-step process
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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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Online or In-Person Execution & Notarization
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Secure digital storage and 24-7 feature access for first year
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Annual updates and ongoing access: $195/year
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Estate Tax Simulator Visualization Tool
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Concierge Service
Legata ILIT™
Quickly create a standalone Irrevocable Life Insurance Trust-
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 and $195/year thereafter
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Concierge Service
Legata ILITs™ help individuals and families protect life insurance proceeds from estate taxes, improve control over distribution, and enable more efficient wealth transfer.
Included With All Plans
Asset Inventory & Tax Simulator
Enter estimated values of major assets (homes, securities, businesses, etc.) for a view of potential State and Federal estate tax exposure.
Convenient & Free Notarization
One-time free online notary service (where allowed) or in-home service (where required).
Secure Sharing with Family & Advisors
Simple process to grant “View Only” or “Edit” access.
Secure Online Document Storage
24-7 online access to all documents and application features for duration of subscription (first year included, $195/year afterward).
Unlimited Free Document Updates
Update your plan at any time as life changes (notary fee for new docs not included).
Already Have Your Documents?
Legacy Manager
Store, share, and update your estate planning documents.-
Upload existing plan documents from other providers
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Wealth Tracker tool
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Asset Inventory & Estate Tax Simulator
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Update Legata-generated documents anytime
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Share plan with advisors or others
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Manage Withdrawal/Crummey Notices
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Custodian services for Legata documents
Need Advice From An Attorney?
If your estate is particularly complicated or you need specific advice from a licensed attorney, you can schedule a consultation using our Attorney Consultation Add-on.
Attorney Consultation Add-On
Legal guidance for more complex estates or specific legal questions-
One-hour attorney-led session
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Answers to legal estate planning questions
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Guidance for completing your documents
