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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NaviPlan
NaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.
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Wealth.com
Wealth.com serves as a contemporary estate-planning platform led by advisors, catering to a diverse clientele and providing a comprehensive workflow that encompasses everything from grasping a client's estate to its ongoing optimization and management. Among its standout features is Ester AI, which efficiently extracts and visualizes information from complicated estate-planning documents, allowing advisors to produce concise, client-friendly summaries and visual aids; a Report Builder that crafts visual reports to enhance planning decisions; a Scenario Builder that empowers advisors to simulate, compare, and refine planning strategies, including tax implications and generational transfers; and tools for Document Creation that swiftly produce high-quality, attorney-level legal documents and diagrams. Furthermore, the platform boasts additional functionalities like interactive flowcharts, secure document storage, family-tree visualization, action-item monitoring, and seamless integration with over 20 financial and CRM platforms, including well-known names like Salesforce, eMoney, and Orion. In today's fast-paced financial landscape, Wealth.com stands out by offering innovative solutions that facilitate better communication between advisors and clients while streamlining the estate-planning process.
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Quicken WillMaker
Quicken WillMaker & Trust is a thorough do-it-yourself estate planning software that empowers both individuals and families to draft legally enforceable wills, living trusts (either individually or jointly), durable powers of attorney, health care directives, transfer-on-death deeds, letters for final arrangements, and guides for caregivers or survivors. The program employs an easy-to-follow interview format that integrates legal advice, ensuring that the generated documents comply with the laws applicable in your state. Users can opt for either a desktop application or an online platform, with the flexibility to modify their plans whenever necessary. Additionally, it includes a comprehensive legal manual along with documents that have been reviewed by attorneys specific to each state, providing users with both clarity and peace of mind. Covering over 35 critical estate planning forms, such as promissory notes, authority delegations, and personal finance documents, it also aids in avoiding the probate process, making estate administration simpler and more efficient. This software is designed to cater to a wide range of estate planning needs, ensuring that users feel supported in their decision-making throughout the process.
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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
Media
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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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