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The operating system for your family office.

From wills and trusts to LLC formation, tax planning, and investment oversight — Elephant brings every legal, financial, and operational artifact a modern family needs into one secure platform.

Start your family office See how it works

No credit card required. Cancel any time. SOC 2 in progress.

Built with care for families managing

$1M+ in assets·Multi-generational wealth·Private business interests·Real estate portfolios

Everything in one secure place

Stop stitching together an estate attorney, a CPA, a registered agent, a financial advisor, and a Dropbox folder. Elephant is one platform for the whole stack.

Estate planning, end-to-end

Will, revocable trust, durable PoA, healthcare directive, HIPAA, and guardianship — built with state-aware wizards and attorney-reviewed templates.

Entity formation & compliance

Form LLCs, S-Corps, and family LPs in DE, WY, NV, or your home state. Annual report reminders included.

Tax planning

Annual gifting tracker, estate-tax projection, and AI-assisted scenario modeling. Export-ready for your CPA.

Investment oversight

Linked accounts via Plaid. See allocation across every brokerage, retirement, and cash position.

Encrypted vault

Envelope-encrypted document storage with versioning, sharing rules, and break-glass executor access.

Built for the whole family

Invite a spouse, adult children, trustees, executors, attorneys, and CPAs — each with scoped access.

A family office, set up in an afternoon

From "I should really get my affairs in order" to documents in your vault — in under 30 minutes.

  1. 01

    Tell us about your household

    Six questions about your family structure, residence state, and goals.

  2. 02

    Build your documents

    Plain-English wizards walk you through wills, trusts, PoAs, and directives — one question at a time.

  3. 03

    Sign, store, share

    E-sign or print + notarize. Documents land in your encrypted vault with audit trail and scoped sharing.

  4. 04

    Manage forever

    Annual reviews, asset inventory updates, entity reminders, beneficiary changes — all in one place.

Security first

AES-256 envelope encryption at rest. TLS 1.3 in transit. Field-level encryption on SSN/EIN. MFA mandatory for principals. SOC 2 in progress.

Attorney-reviewed

Every state-specific template is reviewed and signed off by a bar-licensed attorney of record in that jurisdiction.

Built for legacy

Beneficiary read-only dashboards. Executor break-glass access. Versioned everything. We're built to outlast.

Simple pricing for every family

Start with essentials. Upgrade as your family office grows.

Essentials

Estate basics for individuals and couples.

$199 / year
Get started
  • Last Will & Testament
  • Durable Power of Attorney
  • Healthcare Directive + HIPAA
  • Guardianship designation
  • Encrypted document vault
  • 2 household members
Most popular

Family

Everything in Essentials + a revocable trust and asset inventory.

$499 / year
Get started
  • Everything in Essentials
  • Revocable Living Trust
  • Full asset inventory + Plaid linking
  • Beneficiary read-only dashboard
  • Up to 5 invited members
  • Priority email support

Office

The full family-office stack: entities, tax, and investment planning.

$1,499 / year
Get started
  • Everything in Family
  • LLC formation (1 entity included)
  • Tax planning module
  • Investment planning module
  • Up to 25 members + advisor seats
  • Annual report compliance reminders
Need a multi-family office, white-label, or dedicated paralegal? Talk to us about Concierge.

Set your family up for the next 100 years.

You shouldn't need a JD and a CFP to protect what you've built. Elephant makes the modern family office accessible.

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