Plan your Wealth & Legacy
Estate and financial planning, reinvented for modern life
From trusts and wills to financial accounts and insurance policies, Elayne helps you manage and update your estate in one secure place.
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How Elayne Works
Bring your whole life into focus
Protect your family, wealth, and estate with AI-powered tools that seamlessly update as your life and priorities evolve
Your Living Legacy
Estate plans that update as your life changes
Create and manage your estate plan documents, including wills, trusts, and healthcare directives, with intelligent tools that adapt to every chapter of your life.
Protect your wealth
See how your assets, insurance, and estate work together
Connect and integrate your financial assets, insurance policies, and estate documents to ensure they support your goals and protect what you’ve built.
AI-powered, real-time guidance
Put your estate on
autopilot
Automatically track your estate’s key components, get proactive insights, and take action to keep everything aligned with your goals today and your plans for tomorrow.
your Family network
Invite and connect with family for peace of mind and all-around protection
Give your inner circle access to build their own estate plans and stay connected with secure documents, trusted contacts, and flexible sharing options.
Built for change
Manage all of life’s details with ease
Family Transitions
When your family changes, your estate plan should too.
Marriage, divorce, a new baby, or losing a loved one changes everything. Elayne keeps your estate plan aligned by updating beneficiaries, guardianship designations, and priorities as your family evolves.
Marriage, divorce, a new baby, or losing a loved one changes everything. Elayne keeps your estate plan aligned by updating beneficiaries, guardianship designations, and priorities as your family evolves.
Wealth Milestones
From your first mortgage to your latest investment, protect the wealth you've built.
Elayne connects your estate and finances to protect what you’ve built—surfacing what needs attention so you can keep beneficiaries current and plan ahead with confidence.
Elayne connects your estate and finances to protect what you’ve built—surfacing what needs attention so you can keep beneficiaries current and plan ahead with confidence.
Health Updates
Update your care decisions as your health changes.
Whether you’re planning ahead, managing a diagnosis, or embracing new priorities, Elayne keeps your advance directives updated, so everything stays clear and ready when needed.
Whether you’re planning ahead, managing a diagnosis, or embracing new priorities, Elayne keeps your advance directives updated, so everything stays clear and ready when needed.
Insurance Navigation
Make sure your insurance choices provide the protection you're looking for.
Your life changes—your insurance should too. Elayne links your policies to your estate and finances, finding gaps and outdated coverage so your protection always keeps pace.
Your life changes—your insurance should too. Elayne links your policies to your estate and finances, finding gaps and outdated coverage so your protection always keeps pace.
Security & Privacy
Your information stays safe, private, and protected
SOC II
HIPAA
Two-way encryption
MFA
FAQs
Frequently Asked Questions
How does Elayne simplify estate planning and settlement?
Is Elayne secure for storing my sensitive documents and financial information?
How does Elayne help grow my net worth?
Can my loved ones also use Elayne?
How much are lawyers involved in the Elayne process?
What sets Elayne apart from other estate planning tools?
Expert insights
Curated resources for planning ahead
Veteran’s Benefits: How to Apply and What You’ll Need
If your loved one served in the military, you may be eligible for financial, burial, health, or education benefits. This guide explains which documents you’ll need, how to apply, and what to expect once your claim is submitted.
After death logistics
How to Transfer or Update 529 College Savings Accounts
When a 529 account owner or beneficiary passes away, the plan needs to be formally updated to stay valid. This guide walks through how to identify the account, submit transfer paperwork, and confirm the new ownership or beneficiary.
End-of-life preparation
Build a legacy that lasts
