Executor of an estate?
You have the title.
We’ll handle the work.
If you’ve been named executor, you don’t have to manage the estate alone.
Alix takes on the responsibilities, deadlines, and paperwork to save you time, reduce stress, and ensure nothing is missed.
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:
Just fill out a few details, we'll handle the rest for you
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:
Start your estate settlement
FAQ
"We need people like you to help people like me thank you for helping me get through this."
Daphne M.
"So far my experience with everyone at Alix has been excellent. They are doing an amazing job. The probate court system not so much, they make it difficult and time-consuming for a simple transaction."
Michelle E.
"What you're doing is perfect, and I could not ask for anything more... it's so good to have someone on my side, especially who is a professional, and you can just kind of, like, stay calm while I freak out a little bit."
Alex M.
What we do:
Probate preparation and coordination
As executor, you need to ensure probate is done right.
We guide you through the process and make sure it is accurate and complete. We prepare all required paperwork for your state and county, ensure it’s accurate, and guide you through filing. In situations where lawyers are required, we get everything ready for your attorney so the process moves faster and with fewer billable hours.
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 & guided for you
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.
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?
Absolutely. In states where a lawyer is required, we prepare everything your attorney needs so they can work more efficiently.
Can Alix work with my lawyer?
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 handled by a dedicated team that includes licensed fiduciaries, CPAs, tax professionals, and estate specialists.
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?