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.
Legata Announces CCPA Compliance, Attested by Sensiba, to Strengthen Privacy and User Control
Legata announced it has achieved CCPA compliance, reinforcing its commitment to consumer privacy, transparency, and user control over personal data, with the attestation provided by Sensiba.
Legata Announces HIPAA Compliance Attested by Sensiba to Protect PHI in Its Estate Planning Platform
Legata announced it has achieved HIPAA compliance, attested by Sensiba, to strengthen protection of personal and health information within its AI-enabled estate planning platform, aiming to build trust for clients managing financial and health-related decisions.
Organizations
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Legata Executive Officer, Director, Promoter 2025–present, Co-founder · current
