Trust administration after a loved one has passed away

If you’ve been named trustee, you’re legally responsible for administering the trust correctly — from assets and distributions to taxes and required filings.

Alix helps trustees manage the full trust administration process, with expert support and legal coverage included when required, so nothing is missed and liability doesn’t fall on you.

Start your estate settlement
Just fill out a few details, we'll handle the rest for you
1
2
3
4
5
6
7
8
9
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

Being a trustee comes with responsibility

Being named trustee means you’re responsible for carrying out the terms of the trust, meeting fiduciary obligations, and keeping beneficiaries informed — often while balancing work, family, and other responsibilities.

Alix supports trustees by handling the most complex and time-consuming parts of trust administration, so you can fulfill your role confidently without being overwhelmed.

Speak with an expert

What trust administration involves

Administering a trust involves ongoing responsibilities that must be handled carefully and on time, including:
Trust assets and accounts

Managing trust property, financial accounts, and investments according to the trust terms.

Distributions and records

Making distributions to beneficiaries and maintaining accurate documentation.

Taxes and compliance

Preparing required trust tax filings and meeting strict reporting deadlines.

Ongoing administration

Responding to beneficiary requests and keeping clear, organized records throughout the process.

Legal steps, when required

Completing required filings so the trust can be properly administered and closed.

Get help from our experts now

How Alix helps trustees

Alix supports trustees by managing the trust administration process from start to finish. We coordinate paperwork, accounts, assets, taxes, and ongoing administrative steps so nothing falls through the cracks.

When legal filings or court involvement are required, licensed trust or probate attorneys are included to ensure everything is handled properly, while a dedicated team keeps the process moving forward.

Speak with an expert

Why acting carefully matters

Trustees have a fiduciary duty to act correctly and on time. Missed deadlines, incorrect distributions, or incomplete records can lead to disputes, penalties, or personal liability.

Alix helps trustees stay organized, compliant, and protected throughout the trust administration process.

Speak with an expert

Who we help:

Alix supports trustees who are:

  • Administering a trust after a loved one has passed away

  • Taking on trust responsibilities for the first time

  • Balancing trust administration with work and family commitments

  • Looking for professional guidance without engaging a traditional law firm

Speak with an expert

What happens when you reach out

Begin your estate assessment
1
Share a few details about the trust

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 takes months and involves dozens of moving parts. The Alix app keeps everything organized and accessible, so you’re never left wondering what’s going on.

2
An Alix advisor contacts you to review your situation

One of our advisors calls you as soon as possible. On this first call, we review your situation, clarify where you are in the process, answer immediate questions, and confirm whether Alix can support your estate.

3
Free consultation with a trust administration specialist

If it’s a fit, we schedule a free estate consultation. Your specialist creates a clear plan to complete the 150+ tasks an estate requires. We walk you through the plan, address your questions, and confirm your priorities.

4
Ongoing trust administration and completion

Your dedicated team and licensed professionals carry out the plan. We manage probate on your behalf, communicate with creditors, file required tax returns, transfer property deeds, close accounts, cancel utilities and subscriptions, locate insurance or unclaimed assets, and coordinate every document your state requires.

You review and approve key decisions while we execute each step with accuracy and care. You stay informed, in control, and confident that each part of the estate moves forward exactly as intended.

"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.
Speak with an expert

FAQ

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 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 flat 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 flat 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.
Speak with an expert
© Alix 2026