Estate settlement is overwhelming. Alix handles it all.

Unlike hiring an estate attorney alone, Alix manages the entire estate settlement process — from court filings and creditor negotiations to tax returns and asset recovery.

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Secure & confidential. No commitment required.

Trusted estate expertise

Supporting families regardless of where their assets are held.

100+ years

of combined estate experience

Proven

across estates from $50k to $20M

Backed

by Charles Schwab & Edward Jones

Estate settlement is the 90% of the iceberg you can’t see

You’ve handled the funeral. You’ve found the will. It feels like you’re halfway done. In reality, the legal responsibilities are just beginning.

01

The Funeral:

Coordinating services and immediate family needs.

02

The Will:

Locating the physical document and identifying the executor.

03

The Basic Bank Account:

Identifying the primary checking or savings.

04

Federal & State Tax Filings:

Preparing the 1041 Fiduciary Income Tax Return and the decedent’s final 1040.

05

Medallion Signature Guarantees:

Navigating high-security bank requirements to transfer stocks—which most local branches can’t even perform.

06

Digital Estate Recovery:

Identifying "hidden" wealth in crypto wallets, recurring SaaS subscriptions, and locked cloud storage.

07

Creditor Period Management:

Legally notifying all potential creditors to "start the clock" on their claims so they don't haunt you three years from now.

08

Utility & Title Forensics:

Hunting down every obscure utility, insurance policy, and property title to prevent "zombie" bills from draining the estate.

09

Social Security & Benefits Nexus:

Notifying the SSA and VA immediately to avoid federal "clawbacks" of overpaid benefits.

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The hidden drain of doing Estate Settlement yourself

Estate settlement isn’t just paperwork — it’s months of work, fees, and coordination. Alix manages the entire process so nothing is missed.

Expense Category
Legal Fees
Court & Filing
Valuation/Appraisal
"Mistake" Liability
Executor Time
Opportunity Cost
Traditional / DIY Path
$3,000 – $15,000+ (Hourly or % of Estate)
$500 – $1,200 (Varies by State/County)
$300 – $1,000 per Property/Asset
Unlimited Personal Risk (Your Own Assets)
500+ Hours (Average 18 Months)
1% – 2% Monthly Leakage (Taxes, Drift)
The Alix Path
Transparent Flat Fee
Included in Project Plan
Integrated Professional Network
Fiduciary Guardrails
Hands-off Management
Accelerated Distribution
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Secure & confidential. No commitment required.

Full-service estate settlement

Alix provides structured, end-to-end estate settlement support, handling the documents, deadlines, negotiations, filings, and transfers required to move the estate forward correctly and efficiently.

Probate & court filings

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.

Debt negotiation

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.

Asset recovery

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.

Tax returns

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.

Real estate and asset transfer

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.

Paperwork

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.

Take the first step to transferring your burden.

Share a few details and we’ll reach out with a free, no-pressure call to learn more about your situation and provide your all-inclusive, one flat fee, based on estate size and complexity.

Start your estate settlement
Just fill out a few details, we'll handle the rest for you
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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)

When estate settlement feels overwhelming, you’re not alone

"Alix made the whole process so much easier and far less overwhelming. I even discovered bills I had missed after my father passed, and they helped me take care of them. Between working 65–70+ hours a week, raising a family, and managing a home, I didn’t have the time to handle everything alone. This service truly saved me countless hours and stress."

Co-Executor - ME
Angela D.

“We tried handling probate on our own, but it was just too confusing and stressful—we didn’t even know where to start. Alix stepped in, figured everything out, and got the ball rolling. Their Settlement Team has been so professional, helpful, and kind throughout the whole process.”

Family Member - MI
Barbara B.

“As the executor of my mother’s estate, I was drowning in paperwork. Being able to send everything to Alix and knowing they would handle it all was life-changing. What felt impossible suddenly became manageable, and I could finally focus on my family instead of all the tasks."

Executor - CA
Genevieve L.
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Stay in control with the Alix app

Track estate progress in real time

Secure access for up to 10 family members

Expert support, all in one place

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Frequently Asked Questions

How much does Alix cost?

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

How is Alix different from a lawyer?

An estate lawyer can handle court 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 licensed estate attorney if required.

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 legal 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.

What liability does an executor carry?

Executors have a legal and fiduciary duty to manage the estate responsibly and in the best interests of beneficiaries and creditors. They can be held personally liable if they mismanage assets, distribute money before debts or taxes are paid, or fail to follow required legal procedures and deadlines.

How long does estate settlement take on my own?

Settling an estate on your own typically takes 12 - 18 months, though the timeline can vary depending on the size and complexity of the estate, whether court filings are required, and if any disputes arise. Tasks like notifying creditors, paying debts, filing taxes, and distributing assets all take time and must follow legal timelines. That’s why many people choose to use a service like Alix instead.

What if I already started the estate settlement on my own?

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

Let Alix do the heavy lifting.

Settling a family member’s estate is a final act of love. Alix brings care and rigor to respect your loved one’s wishes, and ensure nothing gets missed.

Schedule a free call
Secure & confidential. No commitment required.