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.
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.
Legata Announces SOC 2 Type II Compliance Attested by Sensiba, Validating Security and Data Controls
Legata, an AI-enabled estate planning platform, achieved SOC 2 Type II compliance, confirming its systems and controls meet rigorous standards for security, availability, and confidentiality.
Organizations
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Legata Executive Officer, Director, Promoter 2025–present, Co-founder · current
