We handle estate settlement
So you don't have to
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.
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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.
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 contact and negotiate with creditors to reduce or resolve outstanding debts on behalf of the estate, protecting its value and minimizing delays.
Did you know that over 70% of decedents carry some form of debt?
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.
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.
We handle the estate’s final income and fiduciary tax returns (Forms 1040 & 1041), so nothing gets missed.
We also track key deadlines, organize financial records, and help you avoid penalties or court rejection due to missing filings.
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.
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.
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.
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.
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.
