Manage, secure, and settle estates with peace of mind
Whether protecting your family's future or navigating a loss, Elayne will meet you where you are with personalized guidance and automated solutions.
Trusted by
Use Cases
Support for every
chapter of life
chapter of life
Navigating the loss of a loved one
We simplify the financial, legal, and administrative complexities of settling an estate, so you can focus on healing.
Creating and preserving your legacy
Optimize your estate to protect your net worth, ensure your wishes are honored, and your family’s future is secure.
Organizing a loved one’s legacy
Simplify the process of managing a loved one’s legacy with expert support, from finding documents to navigating tough conversations.
AI-Enabled Guidance
Smart estate plans with tailored recommendations through life’s changes
Upload documents or connect accounts to get an estate readiness assessment, detailed net worth insights, and personalized recommendations to maximize your legacy.
Family members join for free, keeping everyone aligned
Invite your family to build their own estate plans and stay connected with shared documents and a network of trusted contacts.
Documents & Accounts
Secure document & account storage to safeguard for the future
Upload any existing trusts, wills, assets, accounts or final wishes for an estate readiness review.
Loss Roadmap
Personalized roadmaps to streamline your estate settlement journey.
Our bespoke roadmap guides you through complex and time-sensitive processes, incorporating your loved one’s wishes whenever available.
Automation
Automatically discover, protect, and access accounts after loss.
Secure your family’s financial future by uncovering accounts, filing claims, canceling services, and automating distributions.
Care Managers
Dedicated, trained support with (human) compassion after loss.
Clarity, care, and expert guidance to handle the practical complexities of loss, so you can focus on healing and preserving your loved one’s legacy.
For Individuals & Families
Family legacy, secured with care
Protecting what matters most has never been easier—we handle everything from paperwork to estate finances.
Solutions for Families
For Employers
Family & financial wellness made modern
Retain talent by providing care and support for employees through every chapter of life.
80
%
of employees report wanting enhanced support after loss
50
average number of full workdays it takes to unwind an estate
44
%
increase in attrition the year following an immediate loss
72
%
of employees report productivity and career setbacks after loss
Sources: Fortune, Workforce Institute Engagement Report, GrieveWell
Security & Privacy
Confidently move forward knowing your data is private & secure
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SOC II
HIPAA
2-way encryption
MFA
Peace of mind, when it's needed most
Get organized, make a plan, and move forward with confidence using Elayne.
