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Changelog

What's new in Elephant — every release, in plain English.

Choose the household you're working in

Members who belong to more than one household can now move between them without signing out.

  • A new Working as menu keeps the current household clear and switches the app to the selected household
  • Elephant staff who are also members can move between their household and a focused Admin view (admin-only sidebar)
  • Soft-launch invite emails now include founder signature, CC, and mark-as-safe headers
  • Three new plain-English guides cover digital assets, estate planning for new parents, and starting the estate-planning conversation with parents

Ask Tembo stays compact on every screen

The floating Ask Tembo button no longer covers page actions like Send and Resend.

  • Ask Tembo is icon-only on all screen sizes — hover for the label
  • App pages keep extra scroll padding at the bottom so last-row buttons stay tappable

Wizard Continue stays clear of Ask Tembo on phones

On small screens, Ask Tembo no longer covers the Continue button in formation and document wizards.

  • Ask Tembo collapses to an icon on mobile; the label returns on larger screens
  • Wizard steps keep extra bottom space so Back and Continue stay tappable

A guided path to forming an entity

Organize an estate-holding company or startup from structure and ownership through the practical steps that follow state filing.

  • Guided setup for entity type, formation state, legal name, owners, and registered agent
  • A seven-step formation checklist with progress tracking
  • Upload articles, EIN letters, and governing documents directly to the vault
  • Five new plain-English guides covering entity choices, formation, and funding

Meet Tembo, your household AI assistant

Ask estate-planning questions in context, continue earlier conversations, and stay in control of what Tembo remembers about your household.

  • Ask Tembo from anywhere in the app and return to earlier conversations
  • Household details and quarterly history help Tembo give more relevant answers
  • New memory controls let you correct or forget details, or pause memory entirely

A roadmap shaped by members

A new public roadmap makes it easier to see what Elephant is building, suggest ideas, and help prioritize what comes next.

  • Browse ideas by status, from under review through shipped
  • Signed-in members can suggest features and vote on the ideas that matter most

New guide: the federal estate-tax exemption

A plain-English explanation of the $15 million federal estate-tax exemption for 2026 — including what happened to the expected sunset.

  • New article: What is the federal estate-tax exemption — and what happened to the 2026 sunset?

New guide: choosing an executor

A plain-English resource on what executors actually do — and how to pick someone who can finish the job.

  • New article: How to choose an executor (and what they actually do)
  • Expanded estate-planning library at elephant.estate/resources

Asset inventory & state policy engine

The household balance sheet grows up: track every asset with insurance and beneficiaries attached, on top of a new state-aware policy engine.

  • Asset inventory with insurance coverage and beneficiary designations per asset
  • State policy engine — wizards adapt to your state's execution requirements
  • Admin operations tooling for household support

Family map & simpler flows for simple families

A visual family map, a smoother revocable-trust wizard, and a plan overview that shows the whole estate at a glance.

  • Interactive family map of members, roles, and relationships
  • Revocable trust wizard improvements
  • Insurance tracking and a consolidated plan overview

E-sign, guardianship & HIPAA

Two more core documents join the platform, and HIPAA authorizations can now be signed electronically end-to-end.

  • Guardianship designation wizard
  • HIPAA authorization wizard with electronic signing
  • Vault storage hardened with write-once (WORM) object lock

Billing, onboarding emails & the partner portal

Subscriptions are live end-to-end in test mode, new members get a guided email sequence, and partners get their own portal.

  • Stripe checkout and customer portal for Essentials, Family, and Office tiers
  • Onboarding email sequence (welcome + day-2 and day-7 nudges)
  • Partner portal at partner.elephant.estate with referral tracking

The estate planning core

The foundation: household onboarding, the first four estate documents, the encrypted vault, and the family graph.

  • Guided household onboarding
  • Will, durable power of attorney, and healthcare directive wizards (Delaware first)
  • Envelope-encrypted document vault with versioning
  • Family members with scoped, role-based access