dev intersticials

Has the person passed away?*

Yes, they have passed away Not yet, but they are close to passing No, I am planning for the future

When did your loss occur? *

Please make your best guess if you don’t know the exact date

What is the total estimated value
of the estate? *

Less than $50,000 $50,000 - $250,000 $250,000 - $500,000 $500,000 - $1 Million $1 Million - $5 Million Over $5 Million

Alix helps you move forward with confidence.

100+ years of combined experience

Proven across estates from $20K to $20M

Backed by Charles Schwab & Edward Jones

Are you experiencing any family conflicts in settling the estate?*

Family members dispute the validity of the will or trust Family members disagree over who should be in charge Disagreement about how assets should be divided Executor/trustee not acting fairly/efficiently None of the above

Did your loved one have a Trust and/or Will?*

Trust Will Neither Unsure

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?*

Alix takes immediate steps to protect your loved one’s identity.

Prevents fraud and unauthorized activity

Handles the critical next steps for you

Helps you work with banks and financial institutions when you’re ready

Did you know?

IRS data shows ~800,000 deceased Americans face identity theft each year.

What types of assets did your loved one leave behind?*

Real Estate Bank Accounts Investments Insurance Retirement Vehicle(s) Not Sure

Alix does the heavy lifting for you.

Everything a lawyer, CPA and financial professional would handle, in one place:

Handling bills and subscriptions

Preparing inventory of every asset, debt, and expense

Managing and negotiating debts with creditors

Sourcing experts to secure, maintain, clean, and sell the home

Handling asset transfers between family members

What types of debts did your loved one leave behind?*

Mortgage or home loan Credit card debt Outstanding loans (auto / personal / student) Tax debt Medical bills Not sure None of the above

Alix helps with all real estate headaches you may face.

Transferring home ownership

Changing deeds

Assist with probate listings and sales

How can Alix help you? (Optional)

When should one of our estate settlement consultants call you?*

Our team is available seven days a week. Choose whatever works best for you.

As soon as possible, a call this weekend is welcome A weekday works better for me (Monday–Friday)

First Name *

Last Name *

Phone Number *

Email *