"I thought we'd found everything. Then Elayne turned up a life insurance policy we didn't know to look for, $250,000! That was the moment I could finally breathe."
The Elayne difference
See why over 1,000 families and attorneys trust Elayne with estate settlement
Find missing assets and debts
Verified Asset Search™ searches across 100+ sources, including credential-only government records
Over $5M found for families
Specifically built to find accounts after a loss
100+ sources in one search
One search replaces dozens of calls to banks and agencies
Take action right away
Results land directly in your estate inventory
Answer questions only once
You shouldn't have to repeat yourself to every bank, form, and person. Tell Elayne once, and we carry your answers forward
Forms start filled in for you
Each new step begins with the details you already shared
Limited manual entry
Key facts are pulled in from documents, so you don't type them
Mismatches surface early
Names and dates are checked before they cause delays
Stronger data and fraud protection
After a loss, Elayne immediatelyhelps secure your sensitive data and lower the risk of identity fraud
Encrypted and never sold
Your data stays private, protected, and is never sold
Access you control
Invite family or attorneys, and remove them anytime
Fraud protection built in
Credit file notices help stop new accounts from being opened in their name
Compare plans across
each settlement phase
| FreeBest for organizing the estate and filing for probate | Estate setupBest for organizing and filing for probate | Asset discoveryBest for finding assets, debts, and insurance | Estate closingBest for managing estate funds and preparing transfers | |
|---|---|---|---|---|
| Get organized | ||||
Customized settlement roadmapA roadmap that includes your estate overview and next steps, built for your situation and updated as you add new details and documents | ||||
Interactive estate inventoryAll the financial aspects of the estate in one view, including but not limited to assets, debts, accounts, property, insurance, and expenses | Partial | |||
Smart document vaultA secure document vault that summarizes each document and identifies and extracts key names, dates, and details so you don't have to enter them by hand | Up to 10 documents | |||
Pre-filled probate forms and next stepsProbate forms filled in for you based on your location and estate size, with step-by-step guidance through the process until the executor is confirmed | ||||
Customized checklist for critical estate tasksAn estate toolkit that guides you through key admin items one step at a time, like benefits notices, vehicle title transfers, credit freezes, mail and utility transfers, ID requests, and more | ||||
| Find what's missing | ||||
Verified Asset Search™Credentialed access that finds bank and savings accounts, brokerage and investment holdings, retirement accounts, annuities and pensions, and business interests, searched across more than 100 financial sources | ||||
Debt and credit line searchFind debts and credit lines, who is responsible for each, and when payment is due | ||||
Life insurance searchTrack down life insurance policies the family may not know about | ||||
Property and vehicle searchConfirm the real property, vehicles, and deeds in the estate from official records | ||||
Employment recordsSurface past employers that may hold retirement accounts or unpaid benefits | ||||
Unclaimed property & savings bondsRecover unclaimed property, including savings bonds held in your loved one's name | ||||
| Plan for distribution | ||||
Beneficiary map built by assetElayne contacts each bank, fund, and institution to confirm the named beneficiary for each asset. Third-party authorization required to begin | ||||
Pre-filled transfer forms and next stepsElayne checks with each institution for the disposition category, information needed, and required documents to move forward, then pre-fills the transfer forms and adds them to your next steps | ||||
Date-of-death account valuesYour CPA and the court will need date-of-death values, so Elayne requests and verifies them with the relevant bank or institution for accounts with a market value | ||||
EIN application submissionElayne applies for and obtains the estate's EIN on your behalf, fast-tracking issuance | ||||
Estate bank account monitoring and alertsTrack deposits and expenses, give your attorney a view of the account, and get alerts when funds move in or out | ||||
| Collaborate & share | ||||
Unlimited family and professional invitesInvite family, executors, and attorneys so everyone works from the same account. Revoke access at any time | ||||
Attorney partner referrals (as needed)Get connected to an estate attorney in our network when you need legal help | ||||
1:1 Estate Expert review sessionsTalk through your questions one-on-one with an Elayne Estate Expert | ||||
Additional complexity is priced upon request
If your estate involves multiple business entities, complex trusts, or property across multiple states or countries, please contact us for custom pricing.
Outside costs are separate
Not included in Elayne fees are costs paid to courts, banks, attorneys, CPAs, appraisers, notaries, publishers, or government offices. Amounts vary by estate and location.
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