A family member has just passed away. And now everything feels unclear.

When someone passes away, there’s no guidebook. Suddenly you’re responsible for documents, accounts, property, deadlines, and family questions — all while grieving.

You don’t have to do this alone.

Alix helps families understand what happens next and manages the estate work from start to finish, so nothing important is missed and the burden doesn’t fall entirely on you.

Start your estate settlement
Just fill out a few details, we'll handle the rest for you
1
2
3
4
5
6
7
8
9
Has the person passed away?*
When did your loss occur? *
What is the total estimated value
of the estate? *
The estate’s gross total value (value of the assets, before deducting any debts, expenses, or other liabilities).
Are you experiencing any family conflicts in settling the estate?*
Did your loved one have a Trust and/or Will?*
What is your loved one's name?*
What is your relationship to the loved one?*
What state did your loved one live in?*
What state do you live in?*
What types of assets did your loved one leave behind?*
How can Alix help you? (Optional)
next

Alix takes care of the estate work that begins after someone passes away.

After a death, a complex process begins — often before anyone explains it. Accounts need to be secured, bills don’t stop automatically, and legal and tax steps start on strict timelines.
‍
Alix helps families understand what comes next and manages the estate work from start to finish. When required, licensed probate attorneys are involved, and a dedicated team handles the details so nothing is missed and you’re not left carrying this alone.

Speak with an expert

There’s more to handle than most families expect

After someone passes away, many people assume there’s a single process that takes care of everything. In reality, settling an estate involves a long list of responsibilities that don’t go away once the paperwork is filed.

Isometric illustration of a small beige house with a red gabled roof and a single window.
Recover and distribute assets
Beige money bag with a dark brown dollar sign on it and a tied top.
Pay off creditors and resolve disputes
Isometric illustration of a simplified document or form with a square icon and three horizontal lines representing text.
File estate taxes on strict deadlines
Illustration of a faceless family with a father, mother, and child wearing blue, orange, and yellow tops respectively.
Keep family members informed
Black pen resting diagonally on a closed beige notebook.
Transfer property deeds and titles
Gray miniature model of a classical Greek-style building with three columns and a triangular pediment.
Close bank accounts and credit cards
Hand holding a beige money bag with a dollar sign on it.
Complete the final distribution
Speak with an expert

No one hands you a guidebook

When a loved one passes, there’s no clear roadmap. Suddenly, you’re expected to figure out unfamiliar paperwork, deadlines, accounts, and next steps — all while managing your own grief and supporting others.

By now, you may have already:

  • Spent hours searching online for what to do next
  • Received documents or notices you don’t fully understand
  • Felt pressure from family members waiting for answers
  • Worried that missing something could cause delays or problems later
Speak with an expert

What we do

Paperwork and records

Locating important documents, responding to official notices, and organizing information required by banks, courts, and government agencies.

Accounts and ongoing bills

Securing bank accounts, stopping unnecessary charges, handling subscriptions, utilities, and outstanding balances.

Property and assets

Managing a home, vehicles, and personal property, preparing transfers or sales, and ensuring assets are distributed correctly.

Taxes and deadlines

Handling final income taxes and estate-related filings that follow strict timelines, even while details are still being uncovered.

Legal steps (when required)

Completing required court filings so assets can be legally transferred and the estate can move forward.

Talk to an Alix advisor now

How Alix helps from the beginning

From the moment you reach out, Alix helps bring order to a process that often feels chaotic. We look at the full picture — financial, legal, and administrative — so nothing important is missed as the estate moves forward.

Alix manages the estate work end to end, including paperwork, accounts, debts, taxes, and property-related steps. When legal filings are required, licensed probate attorneys are included to ensure everything is handled properly and on time.

You stay informed and in control, while a dedicated team keeps the process moving — providing continuity, protection, and clarity from the first steps through completion.

Speak with an expert

Stay in control with
the Alix app

With the Alix app, you can track progress in real time, keep your family informed with individual logins and customizable access (up to 10 users), and get expert support, all in one place.

Settling an estate takes months and involves dozens of moving parts. The Alix app keeps everything organized and accessible, so you’re never left wondering what’s going on.

Speak with an expert

This is what happens when you get started:

Begin your estate assessment
1
Share the estate details

With the Alix app, you can track progress in real time, keep your family informed with individual logins and customizable access (up to 10 users), and get expert support, all in one place.

Settling an estate takes months and involves dozens of moving parts. The Alix app keeps everything organized and accessible, so you’re never left wondering what’s going on.

2
An Alix advisor contacts you

One of our advisors calls you as soon as possible. On this first call, we review your situation, clarify where you are in the process, answer immediate questions, and confirm whether Alix can support your estate.

3
Free consultation with an estate specialist

If it’s a fit, we schedule a free estate consultation. Your specialist creates a clear plan to complete the 150+ tasks an estate requires. We walk you through the plan, address your questions, and confirm your priorities.

4
Estate settlement and completion

Your dedicated team and licensed professionals carry out the plan. We manage probate on your behalf, communicate with creditors, file required tax returns, transfer property deeds, close accounts, cancel utilities and subscriptions, locate insurance or unclaimed assets, and coordinate every document your state requires.

You review and approve key decisions while we execute each step with accuracy and care. You stay informed, in control, and confident that each part of the estate moves forward exactly as intended.

FAQ

Do I really need to go through probate?

Yes. If your loved one had assets solely in their name (like a house, car, or bank accounts), probate is usually required to legally transfer them. Even if there's a will, most states require court involvement. Alix helps you handle the entire process correctly.

What is “Pro Se” probate?

“Pro Se” means representing yourself: filing probate without hiring a lawyer. Many states allow this for simple, uncontested estates. Alix supports "Pro Se" probate by preparing and filing all paperwork, managing the estate tasks beyond probate, and providing a licensed attorney if your state requires one at any step.

Is probate really that hard to do on my own?

Yes. Probate involves 20+ legal forms, strict deadlines, and court requirements. One mistake can cause months of delay, rejected filings, or even personal liability for the executor. That’s why Alix includes attorney support when required and expert preparation at every step.

How is Alix different from a lawyer?

A lawyer can handle probate filings, but that’s only about 20% of the process. Alix covers 100%: we prepare filings, handle debts, recover assets, file taxes, close accounts, and keep family informed, all for one flat fee that also includes a lawyer if required.

How much does Alix cost?

One flat fee, based on estate size and complexity. No hourly billing, no surprise invoices. Probate, attorney support (when required), estate administration, and tax preparation are all included.

What if I already started the probate on my own?

Many families come to us after they’ve filed and feel overwhelmed. We can review what’s been done, step in to fix paperwork, and help move everything forward.

Can I trust Alix with personal and financial information?

Absolutely. We use bank-level encryption to protect your data. Only licensed professionals and estate specialists working on your case have access to your files.

Can I talk to someone before committing?

Yes. Our intro call It’s a free, no-pressure call to learn about your estate situation. We’ll ask a few questions, explain whether Alix is the right fit, and give you a flat-fee quote if we can help. No commitment required.

What legal work is included in Alix’s flat fee?

Attorney fees for probate filings, required hearings, and court responses are included. If additional legal work is needed (like litigation or contested wills), we’ll connect you with counsel, but most estates are fully covered by our flat fee.
Speak with an expert
© Alix 2026