Probate Is just the start, we handle the rest.
In states where probate requires a lawyer, Alix handles everything else. We prepare everything and take care of all the tasks your attorney doesn’t, so you’re ready, informed, and supported every step of the way.
Most families feel lost before they even hire a probate lawyer.
In some states, you’re legally required to have a lawyer for probate. That doesn’t mean you have to manage the rest of the process alone. Even if you have a lawyer handling probate, most attorneys won’t take on the other 80 percent of the settlement process.
That's where Alix comes in.
Alix supports everything before, during, and after those filings.
Alix does all of this during estate settlement, so you don’t have to.
Stay in control with the Alix app
With the Alix app, you can track progress in real time, keep your family informed with individual logins and customizable access (up to 10 users), and get expert support, all in one place.
Settling an estate can take over a year and involves dozens of moving parts. The Alix app keeps everything organized and accessible, so you’re never left wondering what’s going on.
How is Alix different?
FAQ
What the probate process looks like with Alix
We prepare all the documents your lawyer needs, track down missing assets, notify institutions, help file taxes, and manage the tasks lawyers don’t touch, so the entire estate moves forward smoothly.
By working together, we save you time, reduce legal fees and help you avoid delays.
Probate is just one piece of settling an estate, and most lawyers only handle court filings.
We work alongside your lawyer, so they can do their job faster, and save you time, money, and stress.
We make the attorney’s job easier by organizing documents, surfacing key information, and keeping everything moving.
Task
You (DIY)
Yes
Yes
Advisor help
Probate court filing
All on you
Prep & guide
Yes
Yes
Yes
Yes
The other 70-80% of the process includes:
Gather assets.
Pay debts.
File tax returns.
Close accounts.
Prepare property for sale.
Communicate with family.
Distribute inheritances.
Why you can
trust Alix:
Licensed fiduciaries.
Estate specialists.
CPAs.
Tax professionals.
We’ve helped thousands of families across the U.S. handle probate and estate settlement with less stress, fewer delays, and more peace of mind.
Some states, like Florida, Texas, Alabama, Louisiana, Mississippi, Nevada, Missouri, and Tennessee have laws that require attorney involvement for probate cases. Even in these states, you’re still responsible for most of the non-legal tasks, like organizing documents, locating assets, notifying family and institutions, and handling taxes. That’s where Alix steps in.
Which states legally require a lawyer for probate?
If your state was mentioned before, Yes. In your state, a lawyer is required to file probate. Alix is your complementary support team. We help prepare everything your attorney needs so they can file faster and with fewer delays.
Do I still need a lawyer if I use Alix?
How is Alix different from a lawyer?
A probate attorney can help with the legal filings and may assist with asset titling, but that’s only a small part of what’s required. Alix handles the other 80%: identifying assets, resolving debts, navigating paperwork, and guiding you through every step. Unlike lawyers, we don’t charge by the hour. We manage and execute the entire estate process for a transparent flat fee.
We prepare all documentation and organize your case so your lawyer doesn’t waste time tracking things down. Most attorneys appreciate working with Alix because it makes their job easier, and saves you money.
How does Alix work with my attorney?
Absolutely. Whether you’re just getting started or already halfway through, we can join your team, review what’s been done, and make sure nothing is missing, while keeping everything organized and on track.
Can I use Alix if I’ve already hired a lawyer or started the process?
We offer a flat fee based on your estate’s size and complexity. No hourly billing. That price covers everything: document prep, filing support, asset discovery, debt negotiation, tax filings, and family communication tools. You get a full team supporting your case.
How much does Alix cost?
Book a free intro call. We’ll walk through your case and let you know how we can help based on your state, your estate, and your timeline.
What if I’m not sure if my situation qualifies?
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.
Can I trust Alix with personal and financial information?
Locate and organize key estate documents, including financial accounts, legal records, and personal files.
Recover lost assets, like unclaimed property, life insurance, and pensions.
Most people assume a lawyer handles everything, or that they have to do it all themselves. The truth? Only a few tasks require legal assistance. The rest is just overwhelming, and that's why we're here to help.
Finding correct forms
Asset discovery
On you
Debt negotiation
You call
Tax filing
Learn IRS forms
You call each
Closing accounts
Home prep & sale
DIY
Family update
Stressful
Real stories,
Real progress.
Notify institutions and family, from credit card companies to service providers.
Close accounts and cancel services, utilities, subscriptions, memberships, and more.
Prep legal paperwork, asset inventories, notifications, supporting court documents.
Tax preparation, including decedent and estate taxes.
Keep everything on track, so nothing gets missed or delayed.
Assist your lawyer, with organizing case files, estate details, and deadlines.
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
"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.
Executor - NY