Legata becomes first company authorized by Washington Supreme Court to provide tech-enabled estate planning services under Pilot Project

Legata received first-of-its-kind authorization from the Washington Supreme Court to deliver estate planning legal services in Washington through a tech-enabled model, aiming to expand access to wills, trusts, powers of attorney, and health care directives. The company’s platform uses lawyer-designed document generation, customizable templates, guided workflows, trained support, and AI within a supervised Pilot Project regulatory framework.

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