Alix handles the court filings, negotiations, tax returns, and estate administration tasks that executors are responsible for, helping you avoid costly mistakes and stay compliant.
Supporting families regardless of where their assets are held.
of combined estate experience
across estates from $50k to $20M
by Charles Schwab & Edward Jones
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.
Coordinating services and immediate family needs.
Locating the physical document and identifying the executor.
Identifying the primary checking or savings.
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Preparing the 1041 Fiduciary Income Tax Return and the decedent’s final 1040.
Navigating high-security bank requirements to transfer stocks—which most local branches can’t even perform.
Identifying "hidden" wealth in crypto wallets, recurring SaaS subscriptions, and locked cloud storage.
Legally notifying all potential creditors to "start the clock" on their claims so they don't haunt you three years from now.
Hunting down every obscure utility, insurance policy, and property title to prevent "zombie" bills from draining the estate.
Notifying the SSA and VA immediately to avoid federal "clawbacks" of overpaid benefits.
The cost in time and money of the executor burden is hefty and that’s assuming you won’t make an amateur mistake. We don’t just help you file, we shield you from the risk of getting it wrong.
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.
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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 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 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 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 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 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.
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.
"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."
“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.”
“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."
Track estate progress in real time
Secure access for up to 10 family members
Expert support, all in one place
An executor is legally responsible for settling a loved one's entire estate, including filing court paperwork, locating assets, paying debts and taxes, and distributing proceeds to beneficiaries. Most people don't realize it involves "100+ estate settlement responsibilities" and roughly "900 hours of work." Alix assigns a dedicated Settlement Specialist who takes on this workload while you remain the decision-maker.
As executor, you carry personal fiduciary liability. Mistakes in tax filings, missed creditor notices, or improper distributions can result in personal financial consequences. Alix includes fiduciary guardrails and expert preparation at every step so you're protected.
Absolutely. Alix assigns a dedicated Settlement Specialist who "handles everything, coordinating with attorneys, financial advisors, fiduciaries, or CPAs already involved, or serving as your complete support system." You stay the executor. Alix removes the heavy lifting.
Executor mistakes can be costly. "Court clerks can't give you legal advice or fix your mistakes. One missed step can stall probate for months." Errors can lead to rejected filings, financial penalties, or personal liability. That's why Alix includes licensed attorney support and expert preparation, so mistakes don't happen in the first place.
One flat fee, based on estate size and complexity. No hourly billing, no surprise invoices. Attorney support (when required), estate administration, and tax preparation are all included.
A lawyer can handle 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 lawyer if required.
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.
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.
Attorney fees for probate 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.
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.