Automated Estate settlements

Everything you need to settle an estate, all in one place

After a death, there’s a lot to do. Elayne guides you through every step, from claiming benefits to navigating probate and transferring assets.

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The easier way to settle an estate

How Elayne Works

Modern guidance through loss

We handle the forms, finances, and time-consuming admin after a death—so you don’t have to.

simple, step-by-step guidance

Gain clarity with your custom estate settlement checklist

The Elayne AI checklist gets smarter with each step, recognizing what matters most and dynamically prioritizing tasks like filing estate taxes or applying for survivor benefits.

Locate, secure, transfer accounts

Track the estate’s finances while we locate and secure assets

Elayne finds unclaimed assets, surfaces insurance policies, and gives you a real-time view of the estate finances, so you can make informed decisions without the guesswork.

Let Elayne handle it

Handle probate and trust administration with ease

No will? Complicated trust? Unfamiliar legal terms? Elayne breaks down probate and trust administration into manageable tasks, helping you stay organized and avoid costly delays or mistakes.

Collaboration made simple

Built for families and their advisors

Managing a loved one’s estate is a team effort. Elayne helps you assign tasks, share documents, and coordinate with both family and trusted professionals.

Complete collaboration

Your entire support system on one platform

Your Inner Circle

Invite loved ones to Elayne to keep them in the loop or share tasks when needed:
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Assign roles and responsibilities
Share documents without endless group texts
Keep sensitive info private with permission controls
Stay connected without the overwhelm

Legal & financial experts

Invite your lawyer, accountant, and financial advisor - or let us connect you with someone trusted.

Share documents and details securelyTrack filings, deadlines, and decisionsReduce back-and-forth and manual follow-upKeep everything in one secure place

Your personal Estate AI

No matter your role, timeline, or situation, Elayne’s AI will answer your questions and help:

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Break things down into clear, manageable steps
Surface what matters most, when it matters
Answer in plain language, not legal jargon
Connect details across documents and tasks

Backed by human support

Every family has access to a dedicated Elayne Guide, a real human who can:
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Offer calm support during difficult or emotional moments
Help with decisions when you’re unsure what to do
Make sure you never feel alone in the process

Security & Privacy

Your information stays safe, private, and protected

Everything you need to settle an estate, all in one place