Legata Becomes First Company Authorized by Washington Supreme Court to Offer Tech-Enabled Estate Planning Under Entity Regulation Pilot

Legata has become the first company authorized by the Washington Supreme Court under the state’s Pilot Project for Entity Regulation to deliver technology-enabled estate planning services, operating under a WSBA-vetted compliance officer and quarterly reporting. The platform automates intake, document assembly, and plain-language guidance so attorneys can focus on judgment-heavy work while referring complex or contested matters to licensed estate planning lawyers.

AAlesia Pinney LLegata