Bryan Wiggins, Co-founder, Legata
By Bryan
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.
