You’re searching for probate help.

But probate is only a fraction of what’s ahead.

Alix handles the probate work a lawyer would, and the rest of the estate work they leave for you to handle yourself: securing the home, locating accounts, stopping bills, organizing documents, and completing taxes.

More work done, often at a lower total cost.

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)

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.

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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.

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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.

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Medallion Signature Guarantees

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

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Creditor Period Management

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

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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.

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Utility & Title Forensics

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

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Social Security & Benefits Coordination

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

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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.

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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.

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Document Collection & Verification

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

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And Everything Else

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

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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.

Alix files probate for you, and also takes care of the 150+ estate tasks for a flat fee

Legal & Probate preparation:
  • We identify and prepare all the forms required by your county and state.
  • Fill out paperwork on your behalf.
  • Organize wills, asset statements, and support documents.
  • Guide you on court filing instructions and deadlines.
  • Track updates or revisions from the court, if any.
  • Provide expert support at every step.
  • Prepare notices to creditors and heirs.
  • Provide a licensed probate attorney if your state requires one.
You’re still in control. We just make sure it gets done right.
Full estate administration:
  • Inventory all assets and debts.
  • Close bank accounts, credit cards, subscriptions.
  • Prepare home for sale.
  • Coordinate tax filings.
  • Keep family informed and reduce conflict.

How is Alix different?

Court clerks can’t give you legal advice or fix your mistakes. One missed step can stall probate for months. On average, families spend 600-900 hours and 12-18 months navigating it all. That’s time most people don’t have.

With Alix you get:

  • A licensed probate attorney when required representing you, not Alix, with full attorney-client privilege and independent legal advice.
  • A Care Team that handles the 150+ estate tasks beyond probate: debts, taxes, assets, account closures, and family communication.

With Alix, you don’t carry the risk or the workload. You stay the executor, but you gain expert legal protection and full estate support, all for one flat fee.

Task
Probate court filing
Finding correct forms
Asset discovery
Debt negotiation
Tax filing
Closing accounts
Home prep & sale
Family update
Prep & guide
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Yes
Yes
Yes
Yes
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Yes
You  (DIY)
On you
Google
On you
You call
Learn IRS forms
You call each
DIY
Stressful

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.

Why families trust Alix

  • Licensed probate attorneys
  • Fiduciaries and estate specialists
  • CPAs and tax professionals

Court clerks can’t give you legal advice or fix your mistakes. One missed step can stall probate for months. On average, families spend 600-900 hours and 12-18 months navigating it all. That’s time most people don’t have.

Speak with an expert

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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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

Speak with an expert
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.

Speak with an expert