One probate mistake can set you back months. We handle it, and everything that follows.

When you need to file probate, a single mistake can trigger delays, court issues, or personal liability. Alix handles the probate work a lawyer would and also manages the entire estate settlement process from beginning to end.

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Secure & confidential. No commitment required.

Trusted expertise for probate and beyond

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

To file probate correctly, you’ll likely need to:

1
Locate the right court and follow your county’s probate rules.
2
Complete 20+ legal forms specific to your state and estate.
3
Submit certified copies of the death certificate and the will (if available).
4
Prepare a full inventory of assets and debts.
5
Identify and notify all heirs and creditors.
6
File petitions, affidavits, and supporting documents on strict deadlines.
7
Attend hearings (in some cases) and respond to court requests.
8
Correct rejected forms, often months after initial submission.
9
Track deadlines for filings, notices, taxes, and distributions.
10
Stay legally responsible as executor if anything goes wrong.

The hidden drain of doing Probate yourself

Probate is just one part of the process. The real work is everything around it: paperwork, coordination, and months of follow-up. Alix manages the entire estate settlement so nothing is missed.

Expense Category
Legal Fees
"Mistake" Liability
Executor Time
Opportunity Cost
Traditional / DIY Path
Up to $18,000 (Hourly or % of Estate)
Unlimited Personal Risk (Your Own Assets)
500+ Hours (Average 18 Months)
1% – 2% Monthly Leakage (Taxes, Drift)
The Alix Path
One Transparent Fee
Fiduciary Guardrails
Hands-off Management
Accelerated Distribution
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Secure & confidential. No commitment required.

Probate starts with a free call

Fill out the form and we'll reach out with a free, no-pressure call to learn more and provide an all-inclusive fee based on 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?*
What types of debts did your loved one leave behind?*
How can Alix help you? (Optional)

When probate feels overwhelming, families turn to Alix

"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.

Probate services, plus complete estate settlement support

Alix manages probate and 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.

Talk to an expert
Secure & confidential. No commitment required.

Stay in control with the Alix app

Track estate progress in real time

Secure access for up to 10 family members

Expert support, all in one place

Schedule a free call
Secure & confidential. No commitment required.

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