Legacy has partnered with Alix to give you complimentary access to an Expert Estate Review. Meet with one of Alix's experts to learn more and get customized support.
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Every estate is unique, and the process to close out your loved one's digital, financial, and personal affairs can vary widely. Regardless of the size or complexity of the estate, we'll make sure you understand what needs to be done next in the estate settlement process.
Our team of lawyers, fiduciaries, CPAs, and Care Team Specialists has decades of experience, so you can feel confident that you are receiving expert guidance that you can trust.
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spent on complex tasks
until it’s fully settled
in expenses
At Alix, we believe every family deserves support as they face the estate settlement process.
Some tools we may use to help include:
Alix will reach out to your family to confirm your appointment time
We'll ask you to complete a short questionnaire to help us understand how we can help
Alix will provide you with customized guidance on how to settle the estate of your loved one
At Alix, our Care Team is the heart of what we do. Our team of professionals are experienced in helping families with a wide range of estate settlement issues in all 50 states.
“I cannot express the amount of hope I felt after our phone consultation, and the relief after our Zoom call.”
“To be quite honest, it made it a lot easier, a lot less emotional. I did come across things I had missed when my father first passed, a couple of bills and stuff.”
