Automated Estate settlements

Everything you need to settle an estate, all in one place

After a death, there’s a lot to do. Elayne guides you through every step, from claiming benefits to navigating probate and transferring assets.

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The easier way to settle an estate

How Elayne Works

Modern guidance through loss

We handle the forms, finances, and time-consuming admin after a death—so you don’t have to.

simple, step-by-step guidance

Gain clarity with your custom estate settlement checklist

The Elayne AI checklist gets smarter with each step, recognizing what matters most and dynamically prioritizing tasks like filing estate taxes or applying for survivor benefits.

Locate, secure, transfer accounts

Track the estate’s finances while we locate and secure assets

Elayne finds unclaimed assets, surfaces insurance policies, and gives you a real-time view of the estate finances, so you can make informed decisions without the guesswork.

Executor Support

Handle probate and trust administration with ease

No will? Complicated trust? Unfamiliar legal terms? Elayne breaks down probate and trust administration into manageable tasks, helping you stay organized and avoid costly delays or mistakes.

Understand what’s owed

Make sense of the estate taxes and inheritance rules that apply to you

From federal estate taxes to state-specific rules, we help families, executors, and trustees understand estate tax obligations, uncover potential exemptions, and complete filings on time.

Complete collaboration

Your entire support system on one platform

Your Inner Circle

Invite loved ones to Elayne to keep them in the loop and share action items:
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Assign roles and responsibilities
Share documents without endless group texts
Keep sensitive info private with permission controls
Stay connected without the overwhelm

Legal & financial experts

Invite your lawyer, accountant, and financial advisor - or let us connect you with someone trusted.
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Share documents and details securely
Track filings, deadlines, and decisions
Reduce back-and-forth and manual follow-up
Keep everything in one secure place

Your personal Estate AI

No matter your role, timeline, or situation, Elayne’s AI will answer your questions:

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Break things down into clear, manageable steps
Surface what matters most, when it matters
Answer in plain language, not legal jargon
Connect details across documents and tasks

Backed by human support

Every family has access to a dedicated Elayne Guide, a real human who can:
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Offer calm support during difficult or emotional moments
Help with decisions when you’re unsure what to do
Make sure you never feel alone in the process

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

Resources and guidance after loss

Helping Families Through The Hardest Tasks

After a loss, even the smallest items can feel overwhelming. At Elayne, we guide families through these moments with compassion, and respect for the deeper meaning behind each step.

When someone dies

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