Legata provides an online estate‑planning platform that uses AI‑guided interviews to populate attorney‑crafted templates for wills, trusts, and powers of attorney, delivering a complete, legally binding plan in a few hours. The service includes a secure digital vault with 24/7 access, annual monitoring for life‑event changes, and optional concierge or attorney support for more complex needs.
Funding
Funding not disclosed
Founders
Product
Problem
Traditional estate planning is costly, time‑consuming, and often requires in‑person meetings with attorneys, making it inaccessible for many individuals and families who need comprehensive wills, trusts, and powers of attorney.
Solution
Legata offers a fully online estate‑planning platform that combines attorney‑crafted document templates with AI‑driven interview tools to guide users through the creation of a personalized estate plan in a few hours. The service generates a complete set of core documents—including a revocable living trust, will, financial and healthcare powers of attorney, HIPAA release, and more—based on the user’s inputs. All documents are stored securely in an encrypted digital vault, with 24/7 access and the ability to share view‑only or edit permissions with family members and advisors. After the first year, an annual subscription provides continuous monitoring, alerts for life‑event triggers, and unlimited updates to keep the plan current. Optional concierge support and attorney consultations are available for users who need additional guidance.
Target Audience
Legata targets affluent individuals and families—such as homeowners, business owners, and high‑net‑worth professionals—who need a complete, legally sound estate plan but prefer a faster, lower‑cost digital solution.
Features
- Guided, step‑by‑step questionnaire powered by AI that populates attorney‑designed templates for wills, trusts, and powers of attorney
- Comprehensive “Legata Living Estate Plan™” bundle delivering all essential documents in a single package
- Secure, bank‑level encrypted digital vault with 24/7 access, view‑only sharing, and unlimited document updates
- Annual monitoring service that flags required revisions based on life‑event changes and provides tax‑impact simulations
- Integrated estate‑tax simulator and asset‑inventory tool to visualize potential state and federal tax exposure
- Optional add‑on services: 2‑hour concierge support for application assistance and one‑hour attorney consultation for complex cases
- Free online notarization (where permitted) and coordination of in‑person notarization when required