LEGATA

Owner

Goods & Services

Software as a service (SaaS) services featuring non-downloadable software for estate planning and estate administration; providing temporary use of non-downloadable software for generating customizable templates for estate planning documents, namely, wills, trusts, powers of attorney, healthcare directives, and HIPAA authorizations; providing temporary use of non-downloadable software for creating and managing irrevocable life insurance trusts (ILITs); providing temporary use of non-downloadable software for tracking and cataloging financial and personal assets for estate planning purposes; providing temporary use of non-downloadable software for storing, organizing, and sharing estate planning documents and personal records; providing temporary use of non-downloadable software featuring estate tax estimation calculators for financial planning related to estate administration; providing temporary use of non-downloadable software for monitoring changes in laws and life events affecting estate plans and providing alerts and reminders; providing temporary use of non-downloadable software for trust administration, namely, generating beneficiary notices and managing trust administration records; providing temporary use of non-downloadable software for facilitating communication and document sharing among users and their legal, financial, and insurance advisors; providing temporary use of non-downloadable software for managing estate planning information, documents, and related tasks through an online dashboard.

Downloadable software for estate planning and estate administration; downloadable software for generating estate planning documents, including wills, trusts, powers of attorney, healthcare directives; downloadable software for creating and managing irrevocable life insurance trusts (ILITs); downloadable software for tracking and cataloging financial and personal assets for estate planning purposes; downloadable software for storing, organizing, and sharing estate planning documents and personal records; downloadable software for estate tax estimation and financial planning related to estate administration; downloadable software for monitoring legal developments and life events affecting estate plans and providing alerts and reminders; downloadable software for trust administration, namely, software for generating and managing beneficiary notices and trust administration records; downloadable software for facilitating communication and document sharing among users and their legal, financial, and insurance advisors.

Financial planning services in the field of estate and wealth transfer planning; providing online financial calculators for estimating estate tax exposure; financial advisory and consultation services relating to life insurance planning and trust funding strategies; insurance referral services; providing information in the field of life insurance and estate-related financial planning.

Providing information in the field of estate planning; online provision of information, guides, and resources relating to wills, trusts, estate administration, and wealth transfer planning; providing a website featuring information about the establishment and administration of trusts, including irrevocable life insurance trusts; providing an online database of estate planning resources and educational materials; providing information regarding legal processes relating to wills, trusts, powers of attorney, and advance healthcare directives; providing online non-downloadable publications in the nature of articles and guides in the field of estate planning.