This task can be performed using Elayne
“Automating estate settlement to save families time, money, and stress.”
Best product for this task
Elayne
ai
Elayne is an online platform that automates estate settlement after a death. We handle the paperwork, government notifications, account closures, asset discovery, benefit claims, deadline tracking, and more - saving families hundreds of hours of administrative work and thousands of dollars in professional fees.
estate settlementestate planningautomationAI assistantfinancial managementlegal techworkflow automation
What to expect from an ideal product
- Elayne automatically searches through government databases and financial institutions to locate all assets, accounts, and benefits your deceased family member owned, even ones you didn't know existed
- The platform files all necessary paperwork and claims with Social Security, pension funds, insurance companies, and other benefit providers without you having to figure out the complex requirements
- Elayne handles the tedious process of notifying banks, credit card companies, and government agencies about the death, then manages account closures and asset transfers on your behalf
- The system tracks important deadlines for benefit claims and asset recovery so you never miss out on money your family is entitled to receive
- Elayne connects directly with financial institutions and government offices to pull records and submit forms electronically, eliminating the need for you to make countless phone calls and office visits
