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What is TrustedHeir?

Clients often have a wide array of online assets, including financial accounts, social media accounts, emails, photos, and various subscriptions, all of which are continuously changing. Managing these ever-evolving assets offline can be overwhelming and time-consuming. TrustedHeir’s cutting-edge cloud-based platform simplifies the digital estate planning process, enabling clients to easily organize and adjust their digital legacies. This solution is designed to automate the management of digital assets, ensuring that login information is kept up to date while also streamlining the execution of digital estates after a client passes away. To begin using TrustedHeir, simply input your client's name, address, and email, and we take care of everything from there. Our service encompasses everything from the onboarding phase, the establishment of digital assets, and the designation of digital trustees to the ongoing upkeep of your client’s account information, providing a comprehensive approach to digital legacy management. In addition to making the management process more efficient, our platform offers clients reassurance about the future of their digital legacies. We aim to provide a user-friendly experience that caters to the diverse needs of our clients.

What is Elayne?

Elayne is an all-in-one platform built to help families prepare for the future, navigate the aftermath of loss, and protect generational wealth with ease. Its intuitive wealth and legacy tools analyze your assets, documents, and accounts to create a personalized estate plan that evolves with every major life milestone. Smart AI insights highlight risks, uncover missing information, and deliver clear recommendations to optimize your financial and legal readiness. The Family Network feature lets you securely connect loved ones, share documents, and build a coordinated plan that keeps everyone informed. When a loss occurs, Elayne steps in with a compassionate, structured settlement experience that includes a dedicated human concierge and a detailed checklist tailored to your situation. The platform uncovers financial accounts, handles claims, automates distributions, and organizes every step needed to close an estate smoothly. Built-in collaboration tools help families manage responsibilities together, reducing confusion during an emotional time. Every action is protected with enterprise-grade security including SOC II compliance, HIPAA safeguards, MFA, and encrypted data storage. Elayne replaces paperwork, guesswork, and fragmented tools with a unified system that lifts the administrative burden from families. With Elayne, you can confidently plan your future and manage your loved one’s legacy with clarity, support, and peace of mind.

Media

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$24/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

TrustedHeir

Company Location

United States

Company Website

trustedheir.webflow.io

Company Facts

Organization Name

Elayne

Date Founded

2024

Company Location

United States

Company Website

www.elayne.com

Categories and Features

Digital Asset Management

Asset Categorization
Asset Library
Asset Sharing
Brand Control
Customizable Branding
File Conversion
Metadata Management
Mobile App
Reporting/Analytics
Search Within Document
Search/Filter
Version Control
Watermarking
Workflow Management

Categories and Features

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