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 seamlessly 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 with real-time optimizations and dynamic insights
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
Secure family estate planning 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, chosen family, welcoming a baby, or losing a loved one shifts who and what matters most. Elayne keeps everything aligned by managing beneficiaries, guiding you through guardianship designations, and adapting to all of life’s ever-changing priorities.
Marriage, divorce, chosen family, welcoming a baby, or losing a loved one shifts who and what matters most. Elayne keeps everything aligned by managing beneficiaries, guiding you through guardianship designations, and adapting to all of life’s ever-changing priorities.
Wealth Milestones
From your first mortgage to your latest investment, protect the wealth you've built.
By connecting the dots across your estate and finances, Elayne surfaces areas that need attention—making it easy to adjust beneficiaries, make informed decisions, and plan for the future.
By connecting the dots across your estate and finances, Elayne surfaces areas that need attention—making it easy to adjust beneficiaries, make informed decisions, and plan for the future.
Health Updates
Update your care decisions as your health changes.
Whether you’re planning ahead, navigating a diagnosis, or aging into new priorities, Elayne helps you update advance directives—keeping everything documented, clear, and accessible when you or your loved ones need it most.
Whether you’re planning ahead, navigating a diagnosis, or aging into new priorities, Elayne helps you update advance directives—keeping everything documented, clear, and accessible when you or your loved ones need it most.
Insurance Navigation
Make sure your insurance choices provide the protection you're looking for.
Insurance only works when it fits your life. Elayne connects your policies to your estate, finances, and goals, identifying outdated coverage, gaps, and policy changes.
Insurance only works when it fits your life. Elayne connects your policies to your estate, finances, and goals, identifying outdated coverage, gaps, and policy changes.
Security & Privacy
Confidently move forward knowing your data is private & secure
SOC II
HIPAA
2-way encryption
MFA
FAQs
Frequently Asked Questions
What sets Elayne apart from other estate planning tools?
How much are lawyers involved in the Elayne process?
Can my loved ones also use Elayne?
How does Elayne help grow my net worth?
Is Elayne secure for storing my sensitive documents and financial information?
How does Elayne simplify estate planning and settlement?
Expert insights
Resources and guidance after loss
Build a legacy that lasts
