We handle the entire process of estate settlement from start to finish, so you can get your nights and weekends back.
You’ll have a licensed probate attorney so you're legally covered, and a dedicated expert team to manage debts, taxes, accounts, and paperwork, so nothing is missed and you’re never on your own.
We provide you with a licensed probate attorney in your state to handle required filings and hearings. Alix manages everything else: documents, deadlines, debts, and taxes, so attorneys only step in where truly needed.
Most families save $3,000 - $10,000 in legal fees, and avoid months of stress and delays.
We identify, locate, and recover missing accounts, life insurance, pensions, benefits, and unclaimed property.
Many families are surprised by what they’ve overlooked, we’ve helped clients recover thousands of dollars in assets they didn’t even know existed.
Did you know that over 70% of decedents carry some form of debt?
We contact and negotiate with creditors to reduce or resolve outstanding debts on behalf of the estate, protecting its value and minimizing delays.
We also track key deadlines, organize financial records, and help you avoid penalties or court rejection due to missing filings.
We handle the estate’s final income and fiduciary tax returns (Forms 1040 & 1041), so nothing gets missed.
We handle property deeds, vehicle titles, account closures, and asset distribution logistics, so you don’t have to.
Skip the DMV lines, and the bureaucratic nightmares. We do it for you.
Settling an estate involves over 150 steps and over 12 months of paperwork. We manage overwhelming court filings, account closures, heir communications, and more.
We have saved families months of lost time, money, and energy.
Most executors spend hundreds of hours closing an estate. We handle the entire process behind the scenes, so you don't have to do it yourself.
From court rejections to missed tax deadlines, small errors can delay everything. Our team makes sure it’s done right the first time.
Every estate comes with a licensed probate attorney who handles required filings and hearings, while Alix manages the rest.
We keep everyone informed with clear documentation, timelines, and updates so no one is left in the dark, and you’re not stuck as the messenger.
We help you recover unclaimed assets, reduce debts, and avoid unnecessary fees.
We handle everything related to settling the estate: probate filings, asset discovery, debt negotiation, taxes, final distributions, and more. You stay in control. We do the heavy lifting.
A lawyer alone can help with probate filings, but most families still struggle with everything else. With Alix, you get both: a licensed probate attorney who represents you and an Alix expert who handles the rest, so you’re never left carrying the burden, all covered by one flat fee.
You can, but most families who try quickly realize they’re in over their heads. Missing a single form or deadline can delay the process for months or cause legal issues. We’ve helped people avoid costly mistakes by getting it right from the start.
That’s totally fine. Many families come to us partway through. We’ll review what’s been done, catch up, fix anything that needs fixing, and take it from there.
We will keep you informed, but we do the vast majority of the work for you. You’ll review and sign some documents and make key decisions. Alix handles everything else. With Alix, most clients spend 2–3 hours per month on the estate compared to the 600+ hours it takes to do it alone.
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.
We offer one flat, all-in price based on your estate’s size and complexity. No hourly rates. No surprise invoices.
Yes. After you submit the form, an Alix advisor contacts you as soon as possible. On this first call, we review your situation, clarify your county’s requirements, answer immediate questions, and determine whether Alix is the right fit for the estate. If it is a fit, we schedule a full free consultation to walk you through the plan and what comes next.
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An Alix advisor contacts you
Free consultation with an estate specialist
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To file probate correctly, you’ll likely need to:
Fill out our short form with your contact information and the basic estate details. This allows our team to review the situation and reach out promptly.
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.
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.
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Share the estate details
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.
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.
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.
Fill out the form and talk to an Alix advisor
You don’t have to face estate settlement alone.
Alix manages the entire process and includes a licensed probate attorney, so you’re protected every step of the way.