Elayne Description
Elayne simplifies the complexities of estate planning and estate settlement by offering a single platform for organizing documents, managing finances, and guiding families through critical decisions. Its powerful AI analyzes your accounts and uploaded documents to assess your estate readiness, highlight gaps, and recommend actions that strengthen your legacy. Families can securely connect, share information, and collaborate with a built-in network that keeps everyone aligned. For those navigating loss, Elayne generates a personalized roadmap that covers legal tasks, financial steps, and administrative responsibilities. A human concierge is available to provide compassionate support and answer questions every step of the way. Automated workflows uncover financial accounts, file claims, and streamline asset transfers to minimize delays. Security and privacy are core to the platform, with bank-level encryption, SOC II certification, HIPAA compliance, and MFA built in. Elayne helps families plan confidently and handle loss with structure, clarity, and care.
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GoodTrust
GoodTrust provides a comprehensive estate-planning solution that allows individuals to create their own complete estate plans, which encompass wills, trusts, powers of attorney, healthcare directives, funeral directives, and directives for pets, all through an easy-to-follow, fill-in-the-blank format. This platform is designed to ensure that estate plans are legally recognized in all 50 states and permits each family member to establish their own plan without incurring extra charges. A standout aspect of GoodTrust is its Digital Vault feature, which securely houses estate planning documents, online account information, and legacy instructions, ensuring users maintain full authority over who can access and share these details. The user-friendly system simplifies the process: individuals simply respond to straightforward questions regarding their personal and familial information, generate their documents, have them signed by two witnesses, and then upload the signed paperwork into their Digital Vault. GoodTrust highlights that users can complete their estate planning in as little as 20 minutes, while also offering the flexibility to make adjustments or updates to their plans whenever needed, making the service not only efficient but also highly adaptable. This ensures that individuals can keep their estate plans relevant as their lives evolve over time.
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Luminary
Luminary is a specialized, cloud-centric platform tailored for wealth advisors, family offices, and estate-planning experts, enabling the conversion of traditional trust and estate documents into interactive digital records, compelling visualizations, and actionable insights, all enhanced by AI technology. By utilizing Luminary, users can seamlessly upload both legacy and modern planning documents and receive immediate, concise summaries along with extracted data, which can reduce review time by as much as 80%. The platform empowers users to create dynamic estate-flow diagrams and “waterfalls” that automatically refresh with updated asset valuations, providing clients with a clear understanding of distribution timelines and beneficiaries. In addition, it facilitates the modeling of complex strategies like GRATs, SLATs, and CLTs in a unified space, allowing for side-by-side comparison of options while enabling the rapid production of polished presentation materials that align with brand aesthetics in mere minutes instead of days. This transformative approach to estate planning not only enhances efficiency but also elevates client engagement through modern technological integration.
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Pricing
Pricing Starts At:
$24/month
Free Version:
Yes
Integrations
No Integrations at this time
Company Details
Company:
Elayne
Year Founded:
2024
Headquarters:
United States
Website:
www.elayne.com
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Customer Support
Online Support
Elayne Features and Options
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