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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Estate wellness for every chapter of life

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.

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.

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.

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.

Security & Privacy

Your information stays safe, private, and protected

SOC II

HIPAA

Two-way encryption

MFA

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FAQs

Frequently Asked Questions

Expert insights

Curated resources for planning ahead

How to Place an Obituary: Publishing, Submitting, and Costs Explained

Placing an obituary is a meaningful way to honor a loved one’s life and share service details with others. This guide walks you through writing an obituary, choosing where to publish, and what costs to expect.

After death logistics

What is the Role of an Executor in a Will?

Learn what an executor does when managing an estate. This guide outlines their key duties, and the documents needed to carry out a loved one’s final wishes.