Individuals & Families
Compassionate estate guidance for life’s critical moments
Impact
Meet Elayne
A modern platform for estate planning and navigating family settlements
Compassionate guidance after loss
Personalized loss roadmap
Dedicated care manager
Automated estate settlements


Estate & financial planning, reimagined
AI-powered estate updates for life’s milestones
Optimize your net worth
Establish your family network


Use Cases
Caring for elderly parents



Growing your family



Moving to a new state



Frequently Asked Questions
What makes Elayne different from hiring an attorney?
Elayne handles the time-consuming work—asset discovery, paperwork, notifications, and follow-ups—at a fraction of traditional costs, while connecting you with attorneys for the parts that require legal expertise.
Do I have to be the executor to begin?
No. Many families start before anyone is officially named, and that's normal. Elayne meets you wherever you are, helps you understand your role, and walks you through the steps toward the authority you need.
What makes Elayne different from other options?
Elayne is the first service built to settle the estate for you, not just point you in the right direction. We've been through this ourselves and know the process is broken: coordinating between attorneys, banks, and institutions while paying more than you should.
We're your single point of support through all of it. We handle the paperwork, calls, and deadlines, and bring in attorneys or CPAs only when their expertise is actually needed—giving you back time, money, and peace of mind.
What’s included in each Elayne plan?
Self-Guided gives you a clear roadmap and keeps your family organized with shared access. You handle all the tasks yourself using our step-by-step guidance. Concierge means we do the heavy lifting - making calls, filing paperwork, searching for assets, closing accounts. You review and approve; we handle execution. Plus you get personalized guidance from real people who understand what you're going through.
Is Elayne a law firm?
No. Elayne organizes the estate and prepares an attorney-ready record: documents, accounts, family details, and open questions in one place. Your attorney still provides the legal judgment, but you arrive organized, so their time goes to legal work instead of admin work.
Do I still need a lawyer?
It depends on the estate. Some settlements don't require an attorney at all. But when legal expertise is needed, you can invite your own attorney to your Elayne account or work with one of our trusted partners at a discounted rate.
Either way, Elayne handles the admin work so you're not paying legal rates for busywork.
How long will I need Concierge?
Most estates take 6-18 months to fully settle, but many families complete the bulk of the work in 3-4 months with our help.
What if I don't have all the documents?
Start with what you have, even if it's just a few documents or notes. Elayne understands what you upload, identifies the key names, dates, and accounts, and shows you what to do next. You can keep adding as you learn more, so the estate overview evolves with you.
How long does settlement take?
It depends on the estate's complexity and your state's requirements. Simple estates can settle in a few months. Estates that go through probate typically take 12–24 months. Elayne helps speed things up by staying on top of deadlines, following up with courthouses and institutions, and keeping the process moving.
Can I switch between Self-Guided and Concierge later?
Absolutely - you can start with Self-Guided to see how much time it takes, then upgrade to Concierge when you realize you need help.
Does the estate pay, or do I?
The estate covers it. Once you have authority and the estate bank account has funding, Elayne can be paid as an eligible estate expense, not another personal bill. If an estate bank account is not open yet, you can pay now and reimburse yourself from estate funds once the account is set up.
Is my information secure?
Yes. Elayne uses bank-level encryption. We never sell your information, and only the people involved in your settlement can access it.
Can I invite other family members to my account?
Yes! All Elayne plans include shared family access. Everyone can see progress, access documents, and collaborate - which reduces confusion and duplicate effort during an already difficult time.
Is my information secure?
Yes. Your estate information is encrypted in transit and at rest, access is controlled by role, and sensitive actions are protected with biometric identity checks. We also flag and manually review any account that shows unusual signs, so the estate and your loved one's identity stay protected.
Can I start free and upgrade later?
Yes. You can begin with Self-Guided and upgrade to the full Discovery Report whenever you're ready. The work you've already done, like documents uploaded, and confirmed contacts, carry over.
What if I don't continue after the Discovery Report?
The report is yours to keep. You can use it to move forward on your own or share it with your own professionals. If you continue with Elayne, your $250 is credited toward your settlement fee.




































