The operating system for your family office.
Start with a will, healthcare directive, and power of attorney — then a trust and the vault. Tembo explains in plain English and never pretends to be your attorney.
No credit card. First will draft in one sitting. SOC 2 Type I planned for end of 2026.
Tembo · Elephant's AI
Start with the documents families worry about first
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 — with Tembo as your always-on guide.
Wills & healthcare directives
Will, durable power of attorney, healthcare directive, HIPAA, and guardianship — plain-English wizards. Drafts for your attorney to review; they are not counsel-signed instruments yet.
Trusts when Essentials are moving
A revocable living trust can help with probate and incapacity — only if you fund it. Add one after the will and directives, not instead of them.
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. Tembo remembers who is who.
Entities & reminders
Guided formation checklists for holding LLCs and startups, plus annual-report reminders. Elephant organizes; you or counsel file.
Tax packet & allocation views
Estate-tax exposure and gifting tracking, export-ready for your CPA. See allocations from your inventory — discuss trades with your CFP. Account linking is coming.
Start with a will, in one sitting
Most families finish a first will draft in about 15 minutes. Save and come back anytime.
- 01
Tell us about your household
Six questions about your family structure, residence state, and goals.
- 02
Build your documents
Plain-English wizards walk you through wills, trusts, PoAs, and directives — one question at a time.
- 03
Ask Tembo along the way
Tembo remembers your household, explains legal concepts calmly, and never pretends to be your attorney.
- 04
Sign, store, manage forever
E-sign or print + notarize. Documents land in your encrypted vault with annual reviews and break-glass access.
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 Type I planned for end of 2026.
Attorney review is the gate
Templates are state-specific drafts. They become counsel-signed instruments only after a bar-licensed attorney of record signs off. Until then, treat them as drafts — not documents to rely on.
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. Tembo is included on every plan.
Essentials
Estate basics for individuals and couples.
- Last Will & Testament
- Durable Power of Attorney
- Healthcare Directive + HIPAA
- Guardianship designation
- Encrypted document vault
- Tembo AI assistant
- 2 household members
Family
Everything in Essentials + a revocable trust and asset inventory.
- Everything in Essentials
- Revocable Living Trust
- Full asset inventory (automatic account linking coming)
- Beneficiary read-only dashboard
- Up to 5 invited members
- Priority email support
Office
The full family-office stack: entities, tax packet, and allocation views.
- Everything in Family
- Entity registry for LLCs, S-Corps & LPs
- Tax packet for your CPA
- Allocation views across accounts
- Up to 25 members + advisor seats
- Annual report compliance reminders
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 — Tembo, and a platform built for your whole Herd — make the modern family office accessible.
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