Elayne

Whether protecting your family's future or navigating a loss, Elayne will meet you where you are with personalized guidance and automated solutions.

Cost

Free trial, Paid

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use Elayne to manage estate settlement after someone dies. It searches for forgotten accounts across 50+ types of financial institutions, handles probate paperwork, files estate taxes, and distributes inheritance. The platform provides AI-generated settlement checklists, tracks assets and documents, manages communication with banks and institutions, and offers access to estate attorneys when needed. It automates much of the administrative work involved in settling estates.

What Elayne does

Upload death certificate and estate documentsGenerate personalized estate settlement checklistSearch for unknown financial accounts automaticallyComplete probate court forms and filingsTrack asset values and account informationFile estate tax returns with IRS guidanceDistribute inheritance to designated beneficiariesCoordinate with estate attorneys on complex mattersSearches across 50+ types of financial accounts automaticallyAI-generated custom estate settlement checklistsHandles probate paperwork and court filingsFiles estate tax returns with guidanceSecure document sharing with SOC 2 complianceAccess to dedicated estate settlement guidesTracks asset location and financial informationManages communication with banks and institutions

Pricing breakdown

PlanPrice10 seats / yr

Free$0—

Annual estimates assume continuous billing at the listed list price. Volume discounts typical above 50 seats.

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