You sign. We do the rest.
Most executors spend over a year overwhelmed by paperwork and deadlines. With Alix, you stay in control while we handle the 150+ tasks that would steal your time and energy, cutting months off the process and saving thousands in fees.
We call the banks, close accounts, negotiate and settle debts, track down hidden assets, file taxes, and prepare documents that courts accept the first time around. If your state requires a lawyer, we provide one to represent you, included in our flat fee.
We get it.
Being an executor means carrying the legal responsibility for every detail of the estate. From court filings to asset distribution, you’re expected to manage it all, while grieving and balancing family dynamics.
Alix takes on the most time-consuming and complex parts of the process, so you can fulfill your duties confidently and without burnout.
Who we help:
Stay in control with the Alix app
As executor, you're responsible for keeping the settlement process moving, and keeping everyone informed. With the Alix app, you can track progress in real time, share updates with family through individual logins (up to 10 users), and get expert support whenever you need it.
Settling an estate can take months and involve hundreds of details. The Alix app keeps every document, task, and deadline organized and accessible, so you’re always on top of your duties without the overwhelm.
Your role with Alix vs. without Alix:
Frequently asked questions
What we do:
Probate preparation and attorney support
As executor, you’re responsible for starting probate and making sure it’s done right.
We prepare all required paperwork for your state and county, ensure it’s accurate, and guide you through filing. A licensed probate attorney represents you if required, ensuring full legal protection.
Over 70% of estates carry debt. We help you protect the estates value from creditors.
We contact creditors on your behalf, verify balances, and negotiate to reduce or resolve debts - protecting the value of the estate and minimizing disputes with beneficiaries.
Debt negotiation and resolution
Asset discovery and recovery
Executors are expected to find all assets, but many are hidden, forgotten, or unknown.
We identify, locate, and recover missing accounts, life insurance, pensions, benefits, and unclaimed property, often adding thousands back into the estate.
Tax preparation and compliance
Final income and fiduciary tax returns (Forms 1040 & 1041) are your responsibility as executor.
We handle the preparation, track deadlines, and organize the required documentation to avoid penalties and court rejections.
Real estate and property transfers
Managing estate property involves more than just selling a home.
From preparing deeds and transferring vehicle titles to managing utility accounts, we handle the property-related work that eats up your time, keeping transactions smooth and compliant.
Complete administrative management
The executor role involves 150+ steps over 12-18 months.
We take on the paperwork, communications, account closures, and beneficiary notifications while keeping you informed at every stage, so you can fulfill your duties without losing nights, weekends, or peace of mind.
Missing a court deadline or filing the wrong paperwork can mean penalties, family disputes, or even personal and financial liability for the executor. Alix keeps everything on track so nothing falls through the cracks, giving you peace of mind and protecting the estate.
Why acting fast matters:
Deadlines in estate settlement aren’t flexible.
First-time executors.
Executors living in a different state than the estate
Executors balancing full-time jobs or family responsibilities
Executors managing estates with multiple properties or complex assets
Task
Without Alix
Organizing Documents
Asset discovery
Debt resolution
Communicating with institutions
Closing accounts & services
Probate paperwork
Tax filings
Family communication
Tracking deadlines
You keep your own calendar
You coordinate updates
DIY and hire a tax professional
You research, prepare, and file
You contact each utility, subscription, and membership to cancel them.
You make all calls and send all notices to creditors, banks, and government agencies.
You negotiate & track
You search for missing accounts, life insurance, pensions, and unclaimed property on your own.
You track down bank statements, property records, wills, and legal files yourself.
We locate, organize, and securely store all estate documents for you.
We run thorough searches and recover assets, finding thousands in missed funds.
Alix negotiates & settle on your behalf
We notify institutions, track responses, and keep everything documented.
We handle closures, transfers, and confirmations.
Prepared, submitted, and tracked by Alix (with attorney representation if required)
We coordinate all final income and estate tax returns for you.
Alix app keeps everyone informed
Timelines, reminders, and follow-ups are managed so nothing gets delayed.
What could happen if you do it alone:
Risk of missing hidden assets and leaving money unclaimed.
Higher legal fees from disorganized paperwork.
Tension with family members due to lack of clear communication.
Months of personal time spent on admin and follow-up.
No legal protection if something goes wrong with filings
Fill out the form and schedule a free 15-minute call with an Estate Settlement Specialist.. We’ll talk through your role as executor, learn about your estate’s details, and see if Alix is the right fit to help.
How it works:
Step 1: Book your intro call
Step 2: Schedule your expert consultation
If it’s a fit, we’ll set up a free consultation with one of our Estate Settlement Experts. They’ll review your specific executor responsibilities, outline exactly what we can take off your plate, and give you a clear, personalized plan.
Step 3: Let us handle the rest
Once you’re ready, we take over the heavy lifting - probate preparation, taxes, debt resolution, asset recovery, paperwork, distributions, and more. You stay in control and informed, without having to manage it all yourself.
Executor mistakes we help you avoid
Filing incorrect forms that cause court delays.
Overpaying debts or missing creditor deadlines.
Forgetting to transfer assets properly.
Miscommunication with beneficiaries that causes disputes.
Yes. You remain the legally responsible executor, but we handle the time-consuming tasks and keep you informed at every step through the Alix app. You make the decisions, we do the work.
Do I still stay in control as executor if I use Alix?
No. A licensed probate attorney is included if your state requires one. They represent you, not Alix, and provide independent legal protection.
Do I still need to hire a lawyer if I use Alix?
We can jump in at any point, whether you’re just starting or already months into the process.
What if I’ve already started my executor duties?
We charge a flat fee based on your estate’s size and complexity.
How much does Alix cost?
Yes. Through the Alix app, you can give up to 10 family members access to real-time updates so you don’t have to field constant calls or mediate disputes.
Can you help with family communication?
All documents and data are encrypted, stored securely, and only accessed by your assigned Alix professionals.
Is my information secure?
Your estate will be managed by a dedicated team of licensed fiduciaries, CPAs, tax professionals, and estate specialists. If your state requires probate filings or hearings, a licensed probate attorney will also represent you.
Who will be working on my case?
We track every legal and administrative deadline for you, and send reminders through the Alix app so nothing gets delayed.
How do I know deadlines won’t be missed?
Start your estate settlement
Just fill out a few details, we'll handle the rest for you
"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."
Angela D.
Co. Executor - ME
“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 Care Team has been so professional, helpful, and kind throughout the whole process.”
Barbara B.
Family Member - MI
"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."
Genevieve L.
Executor - CA
Executors who want professional support and legal protection without hiring an expensive law firm.
Executor of an estate?