Form 2.0

Get in touch with one of our experts

Save hundreds of hours and get your peace of mind back.

Has the person passed away? *

Yes, they have passed away Not yet, but they are close to passing No, I am planning for the future

When did your loss occur? *

Please make your best guess if you don’t know the exact date.

Did your loved one have a Trust and/or Will? *

Trust Will Neither Unsure

What is the total estimated value of the estate? *

Your best estimate of the value of home, financial accounts, and major assets.

Less than $50,000 $50,000 - $250,000 $250,000 - $500,000 $500,000 - $1 Million $1 Million - $5 Million Over $5 Million

Are there any family conflicts related to the estate? *

Disputes over the validity of the will or trust Disagreements over who should be in charge Disagreement about how assets should be divided Suspected hidden, misused, or missing assets Executor or trustee not doing their job well None of the above

Alix helps you move forward with confidence.

100+ years of combined experience

Just a few details so we can help you better *

What is your loved one’s first name? *

What is your loved one’s last name? *

What is your relationship to the loved one? *

Alix takes immediate steps to protect your loved one’s identity.

Prevents fraud and unauthorized activity

Handles the critical next steps for you

Helps you work with banks and financial institutions when you’re ready

Did you know?

In the vast majority of cases, families discover assets they didn’t know existed.

Just a few details so we can help you better *

What state did your loved one live in? *

What state do you live in? *

Alix helps with all real estate headaches you may face.

Transferring home ownership

Changing deeds

Assist with probate listings and sales

What types of assets did your loved one leave behind? *

Real estate Bank accounts Stocks and bonds Insurance Retirement Vehicle(s) Other Not sure

What types of debts did your loved one leave behind? *

Mortgage or home loan Credit card debt Loans (auto / personal / student) Tax debt Medical bills Not sure None of the above

Alix takes immediate steps to protect your loved one’s identity.

Prevents fraud and unauthorized activity

Handles the critical next steps for you

Helps you work with banks and financial institutions when you’re ready

Did you know?

IRS data shows ~800,000 deceased Americans face identity theft each year.

Alix does the heavy lifting for you.

Everything a lawyer, CPA and financial professional would handle, in one place:

Preparing accounting of every asset, debt, and expense

Managing and negotiating debts with creditors

Sourcing experts to secure, maintain, clean, and sell the home

Handling bills and subscriptions

100+ years of combined experience

Just a few details so we can help you better *

How did you hear about us? (Optional)

How can Alix help you? (Optional)

Where can we reach you to talk through the next steps? *

First Name *

Last Name *

Phone Number *

Email *