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






How Elayne Works
simple, step-by-step guidance
Gain clarity with your custom estate settlement checklist
Locate, secure, transfer accounts
Track the estate’s finances while we locate and secure assets
Let Elayne handle it
Handle probate and trust administration with ease
Collaboration made simple
Built for families and their advisors
Complete collaboration
Your Inner Circle
Invite loved ones to Elayne to keep them in the loop or share tasks when needed:
- 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
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:
- 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:
- 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
SOC II
HIPAA
2-way encryption
MFA
FAQs
Frequently Asked Questions
What sets Elayne apart from other estate planning tools?
Elayne is the only platform that covers the entire process from planning to settlement, incorporating expert guidance, personalized recommendations, and automation. Uniquely, we bring the entire family network into the process, ensuring comprehensive support for estate management and maximizing value that traditional tools overlook.
How much are lawyers involved in the Elayne process?
Elayne simplifies the estate settlement process by providing step-by-step guidance for tasks like locating accounts, filing claims, and distributing assets, while ensuring your loved one’s wishes are respected. Lawyers can play a supportive role by addressing complex legal matters, but with Elayne’s tools, many administrative tasks are streamlined to minimize their involvement until final reviews or when necessary.
Can my family members also use Elayne?
Yes, Elayne allows you to share information with loved ones and invite three immediate family members to create their own Legacy Plans for free, ensuring everyone is prepared and aligned.
How does Elayne help grow my net worth?
Elayne analyzes your financial and estate data to identify gaps, provides actionable steps to optimize your assets, and adapts your plans to significant life events like moving, having a baby, or getting married, ensuring your family’s financial stability and future security.
Is my data secure on the Elayne platform?
Yes, Elayne prioritizes security with advanced encryption and compliance with industry standards, ensuring your estate plans and financial data remain safe and accessible only to you and those you authorize.
How does Elayne simplify estate planning and settlement?
Elayne uses advanced AI models to help individuals create and update wills, manage digital estates, and organize financial accounts securely. We then combine human expertise with AI tools to guide families through the estate settlement process, simplifying tasks like closing accounts, filing insurance claims, and distributing assets effectively.