Individuals & Families

Compassionate estate guidance for life’s critical moments

Elayne automates the financial, legal, and practical challenges of estate management, allowing you the space to focus on what matters most.
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Impact

Estate planning has long been complex, confusing, and time-consuming
40
%
of adults don't know where to start their financial & estate planning process
400
number of hours it takes to settle a loved one's estate & affairs
70
%
of family wealth is lost due to poor or limited estate planning
72
%
of people lack an estate plan, leaving family to face financial & emotional burdens alone
Sources: Fortune, Workforce Institute Engagement Report, The Williams Group, Caring.com

Meet Elayne

A modern platform for estate planning and navigating family settlements

Compassionate guidance after loss

Personalized loss roadmap

We guide you step by step through the years-long journey of settling an estate, honoring your loved one’s wishes and ensuring every detail is handled.

Dedicated care manager

Compassionate guidance and expert support to navigate the complexities of loss, so you can focus on healing.

Automated estate settlements

Discover and protect accounts, file claims, and manage distributions to secure your family’s financial well-being.
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Estate & financial planning, reimagined

AI-powered estate updates for life’s milestones

From wills to advance directives, manage and adapt your estate plan with ease as your life & priorities change.

Optimize your net worth

Tailored recommendations and actionable insights to grow assets, organize your financial estate, and compound generational wealth.

Establish your family network

Share your information with loved ones and invite your family to create their own Estate Plans, ensuring everyone is aligned.
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Use Cases

Support and guidance for every stage of life

Caring for elderly parents

Receive expert support to manage legal and financial responsibilities, ensuring your parents’ wishes are honored and their needs are met.

Growing your family

Update your estate plan to include your new child as a beneficiary, select guardians, and ensure financial stability for your growing family.

Moving to a new state

Easily update your estate plan to align with new state laws and ensure your family’s security during this significant transition.

Frequently Asked Questions

What makes Elayne different from hiring an attorney?

Do I have to be the executor to begin?

What if I choose the wrong plan?

How is Elayne charged?

What’s included in each Elayne plan?

What if I'm not the executor yet?

Is Elayne a law firm?

What does my office actually receive?

How long will I need Concierge?

Does each family member pay separately?

What if I don't have all the documents?

How fast does the record come together?

Can I switch between Self-Guided and Concierge later?

Does the estate pay, or do I?

Is Verified Asset Search™ worth the price?

Does Elayne fit my existing tools?

Can I invite other family members to my account?

Is my information secure?

Why pay for Elayne instead of having my attorney do it?

Is my information secure?

What can Elayne find that the client's paperwork won't?

Can I start free and upgrade later?

Do you offer refunds?

My client is months into probate. Is it too late?

What if I don't continue after the Discovery Report?

Peace of mind, when it's needed most
Get organized, make a plan, and move forward with confidence using Elayne.
Try Elayne
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