Probate is hard. Let Alix handle that, and the hundreds of hours of estate settlement work that come after.

When you need to file probate, a single mistake can trigger delays, court issues, or personal liability. Alix manages the entire estate settlement process, from probate through final distribution, so you don’t have to.

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Secure & confidential. No commitment required.

Trusted estate expertise

Supporting families regardless of where their assets are held.

100+ years

of combined estate experience

Proven

across estates from $50k to $20M

Backed

by Charles Schwab & Edward Jones

Probate is only one small part of what comes next

You’ve handled the funeral. You’ve found the will. You think you’re 50% done. In reality, you’ve only cleared the first 5% of the legal obligations required by the state.

01

The Funeral

Coordinating services and immediate family needs.

01

The Funeral

Coordinating services and immediate family needs.

02

The Will

Locating the physical document and identifying the executor.

02

The Will

Locating the physical document and identifying the executor.

03

The Probate Attorney

Working with legal counsel to prepare filings, respond to court requests, and move the probate case forward.

03

The Probate Attorney

Working with legal counsel to prepare filings, respond to court requests, and move the probate case forward.

04

Estate Inventory & Asset Discovery

Locating every bank account, investment, insurance policy, and financial asset tied to the estate.

04

Estate Inventory & Asset Discovery

Locating every bank account, investment, insurance policy, and financial asset tied to the estate.

05

Beneficiary & Account Reconciliation

Reconciling beneficiary designations across retirement accounts, life insurance policies, and brokerage accounts.

05

Beneficiary & Account Reconciliation

Reconciling beneficiary designations across retirement accounts, life insurance policies, and brokerage accounts.

06

Property Transfer & Deed Updates

Preparing and recording new deeds to transfer real estate to heirs or buyers.

06

Property Transfer & Deed Updates

Preparing and recording new deeds to transfer real estate to heirs or buyers.

07

Federal & State Tax Filings

Preparing the 1041 Fiduciary Income Tax Return and the decedent’s final 1040.

07

Federal & State Tax Filings

Preparing the 1041 Fiduciary Income Tax Return and the decedent’s final 1040.

08

Estate Accounting & Court Reporting

Preparing the formal accounting of assets, expenses, and distributions required by courts and beneficiaries.

08

Estate Accounting & Court Reporting

Preparing the formal accounting of assets, expenses, and distributions required by courts and beneficiaries.

09

Medallion Signature Guarantees

Navigating high-security bank requirements to transfer stocks, which most local branches can’t even perform.

09

Medallion Signature Guarantees

Navigating high-security bank requirements to transfer stocks, which most local branches can’t even perform.

10

Creditor Period Management

Legally notifying all potential creditors to start the clock on their claims so they don’t surface years later.

10

Creditor Period Management

Legally notifying all potential creditors to start the clock on their claims so they don’t surface years later.

11

Utility & Title Forensics

Hunting down every obscure utility, insurance policy, and property title to prevent “zombie” bills from draining the estate.

11

Utility & Title Forensics

Hunting down every obscure utility, insurance policy, and property title to prevent “zombie” bills from draining the estate.

12

Social Security & Benefits Coordination

Notifying the SSA and VA promptly to prevent federal clawbacks of overpaid benefits.

12

Social Security & Benefits Coordination

Notifying the SSA and VA promptly to prevent federal clawbacks of overpaid benefits.

13

Heir Coordination

Managing communication, approvals, and disputes between beneficiaries throughout the settlement process.

13

Heir Coordination

Managing communication, approvals, and disputes between beneficiaries throughout the settlement process.

14

Document Collection & Verification

Gathering death certificates, statements, titles, policies, and legal records required by institutions.

14

Document Collection & Verification

Gathering death certificates, statements, titles, policies, and legal records required by institutions.

15

And Everything Else

Dozens of additional responsibilities and hundreds of hours of work most executors never see coming.

15

And Everything Else

Dozens of additional responsibilities and hundreds of hours of work most executors never see coming.

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Secure & confidential. No commitment required.

The hidden drain of doing Estate Settlement yourself

Estate settlement isn’t just paperwork, it’s months of work, fees, and coordination. Alix manages the entire process so nothing is missed.

Expense Category
Legal Fees
Court & Filing
Valuation/Appraisal
"Mistake" Liability
Executor Time
Opportunity Cost
Traditional / DIY Path
$3,000 – $15,000+ (Hourly or % of Estate)
$500 – $1,200 (Varies by State/County)
$300 – $1,000 per Property/Asset
Unlimited Personal Risk (Your Own Assets)
500+ Hours (Average 18 Months)
1% – 2% Monthly Leakage (Taxes, Drift)
The Alix Path
One Transparent Fee
Included in Project Plan
Integrated Professional Network
Fiduciary Guardrails
Hands-off Management
Accelerated Distribution
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Secure & confidential. No commitment required.

Full-service estate settlement

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.

Probate & court filings

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.

Debt negotiation

We contact and negotiate with creditors to reduce or resolve outstanding debts on behalf of the estate, protecting its value and minimizing delays.

‍Did you know that over 70% of decedents carry some form of debt?

Asset discovery

We search financial records, databases, and institutions to uncover accounts, investments, insurance policies, and other assets that may not be immediately visible.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.


Many families discover accounts they didn't know existed, recovering funds that might otherwise have gone unclaimed.

Asset recovery

We identify, locate, and recover missing accounts, life insurance, pensions, benefits, and unclaimed property.

‍Many families are surprised by what they’ve overlooked, we’ve helped clients recover thousands of dollars in assets they didn’t even know existed.

Tax returns

We handle the estate’s final income and fiduciary tax returns (Forms 1040 & 1041), so nothing gets missed.

‍We also track key deadlines, organize financial records, and help you avoid penalties or court rejection due to missing filings.

Real estate and asset transfer

We handle property deeds, vehicle titles, account closures, and asset distribution logistics, so you don’t have to.

‍Skip the DMV lines, and the bureaucratic nightmares. We do it for you.

Paperwork

Settling an estate involves over 150 steps and over 12 months of paperwork. We manage overwhelming court filings, account closures, heir communications, and more.

‍We have saved families months of lost time, money, and energy.

Don't Let Estate Settlement Become Your Full-Time Job.

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 transparent fee, based on estate size and complexity.

Start your estate settlement
Just fill out a few details, we'll handle the rest for you
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Has the person passed away?*
When did your loss occur? *
What is the total estimated value
of the estate? *
The estate’s gross total value (value of the assets, before deducting any debts, expenses, or other liabilities).
Are you experiencing any family conflicts in settling the estate?*
Did your loved one have a Trust and/or Will?*
What is your loved one's name?*
What is your relationship to the loved one?*
What state did your loved one live in?*
What state do you live in?*
What types of assets did your loved one leave behind?*
How can Alix help you? (Optional)
next

When you're trusted to handle an estate, trust Alix to get it right.

Alix is the only comprehensive service that takes care of estate settlement and all the other details a life leaves behind.

Estimated Time Saved: 640 Hours

That’s 16 months of full-time work. If you have a career or a family, when exactly do you plan to do this?
Adjust the sliders to estimate how much time you’ll save with Alix:
Financial Accounts:
Total number of financial accounts, including checking, savings, brokerage, retirement accounts, and life insurance.
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Properties Owned:
Number of real estate properties, such as a primary home, vacation home, rental property, or land.
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Beneficiary Count:
Number of people inheriting from the estate. More heirs usually means more coordination and approvals.
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Number of Creditors:
Number of institutions the estate may owe money to, such as medical providers, credit card companies, lenders, or tax authorities.
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When estate settlement feels overwhelming, you’re not alone

"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."

Co-Executor - ME
Angela D.

“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.”

Family Member - MI
Barbara B.

“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."

Executor - CA
Genevieve L.
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Track estate progress in real time

Secure access for up to 10 family members

Expert support, all in one place

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Frequently Asked Questions

Do I really need to go through probate?

Yes. If your loved one had assets solely in their name (like a house, car, or bank accounts), probate is usually required to legally transfer them. Even if there's a will, most states require court involvement. Alix helps you handle the entire process correctly.

What is “Pro Se” probate?

“Pro Se” means representing yourself: filing probate without hiring a lawyer. Many states allow this for simple, uncontested estates. Alix supports "Pro Se" probate by preparing and filing all paperwork, managing the estate tasks beyond probate, and providing a licensed attorney if your state requires one at any step.

Is probate really that hard to do on my own?

Yes. Probate involves 20+ legal forms, strict deadlines, and court requirements. One mistake can cause months of delay, rejected filings, or even personal liability for the executor. That’s why Alix includes attorney support when required and expert preparation at every step.

How is Alix different from a probate lawyer?

A lawyer can handle probate 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.

How much does Alix cost?

One transparent fee, based on estate size and complexity. No hourly billing, no surprise invoices. Probate, attorney support (when required), estate administration, and tax preparation are all included.

What if I already started the probate on my own?

Many families come to us after they’ve filed and feel overwhelmed. We can review what’s been done, step in to fix paperwork, and help move everything forward.

Can I trust Alix with personal and financial information?

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 talk to someone before committing?

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.

What legal work is included in Alix's fee?

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.

Let Alix do the heavy lifting.

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.

Schedule a free call
Secure & confidential. No commitment required.
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© Alix 2026

© Alix 2026