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.
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.
Managing trust property, financial accounts, and investments according to the trust terms.
Making distributions to beneficiaries and maintaining accurate documentation.
Preparing required trust tax filings and meeting strict reporting deadlines.
Responding to beneficiary requests and keeping clear, organized records throughout the process.
Completing required filings so the trust can be properly administered and closed.
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.
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.
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
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.
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.
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.
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."
“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.”
“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."
