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






How Elayne Works
simple, step-by-step guidance
Gain clarity with your custom estate settlement checklist
Locate, secure, transfer accounts
Track the estate’s finances while we locate and secure assets
Executor Support
Handle probate and trust administration with ease
Understand what’s owed
Make sense of the estate taxes and inheritance rules that apply to you
Complete collaboration
Your Inner Circle
Invite loved ones to Elayne to keep them in the loop and share action items:
- 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.
- 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:
- 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:
- 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
SOC II
HIPAA
Two-way encryption
MFA
FAQs
Frequently Asked Questions
What makes Elayne different from other options?
Elayne guides you through the entire estate settlement process—from uncovering accounts and filing claims to closing accounts and distributing assets. We combine personalized guidance with hands-on support, so you're never left figuring things out alone. Most families save hundreds of hours on paperwork, phone calls, and follow-ups.
Do I still need a lawyer?
For many families, Elayne handles the bulk of the administrative work—locating accounts, preparing forms, and walking you through each step. If your situation involves complex legal matters, we can connect you with trusted professionals. But for straightforward estates, you may not need a lawyer at all until the final review.
Can I share access with other family members?
Absolutely. You can invite trusted family members to collaborate, so everyone stays informed and supported. Whether you're the executor or helping someone who is, Elayne keeps everyone on the same page.
How does Elayne find accounts and assets?
We use secure integrations and proven search methods to uncover bank accounts, insurance policies, retirement funds, and other assets that might otherwise go unnoticed. You'll get a clear, real-time view of the estate's finances—no guesswork required.
Is my information secure?
Yes. We take privacy seriously. Elayne uses bank-level encryption and is SOC II compliant. Your information is only accessible to you and anyone you specifically authorize.
How does Elayne's technology work?
We combine human expertise with AI-powered tools to guide you through the settlement process. Elayne helps with steps like closing accounts, filing insurance claims, notifying government agencies, and distributing assets—so you can focus on what matters most.
Expert insights
Resources and guidance after loss
How to Secure Cloud Storage and Digital Archives After Someone Dies






