Peace-of-mind for all the things that come after.

Families spend hundreds of hours on all the complicated tasks that come with estate settlement. Alix’s customized plans cut that time and effort by 95%. Let us handle it.

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* Statistics are based on a 2018 survey of 1,200 US adults.

Our approach

01
We start with discovery: You'll get a full picture of property, assets, debts, insurance policies, accounts, and more.
02
We make a plan: Our industry-leading experts will help you with everything from probate hearings, to negotiating debts, marshalling assets, and more.
03
We settle the estate: Use the app to stay sync with your dedicated care team while we handle the settlement process, end-to-end.
What Alix does for you:

DISCOVERY

Review trusts & wills

Find life insurance policies

Identify creditors

Search for unclaimed property

Open estate bank account

Review of decedent account statements

Close or memorialize social media accounts

Set up mail forwarding

Set up fraud protection with credit bureaus

Notify government agencies

...and more

DEBT & OBLIGATION HANDLING

Negotiate & settle outstanding debts

Find and close credit card accounts

Transfer/cancel phone and cable

Transfer/cancel water, electric, gas, trash

Close subscriptions (Netflix, Gym, etc.)

...and more

ASSET TRANSFERS & SALES

Transfer & sell real estate

Transfer & sell vehicles

Bank accounts

Retirement accounts

Stock options

Brokerage accounts

Life insurance claims

Personal property appraisals & sales

Claiming unclaimed property

Cryptocurrencies

...and more

PROBATE ADMINISTRATION

Initial petition for probate

Bond purchasing

Publish to local newspapers

Notice to beneficiaries

Preparation for hearings

Inventory of assets

Notice of creditors

Completion of probate process

Complete SEA court filings

...and more

DISTRIBUTION OF PROCEEDS

Distribute funds to beneficiaries

Compensation to executor

...and more

FINAL TAXES

Request IRS Transcripts

Prepare decedent's final income taxes

Prepare annual estate taxes

...and more

“Alix helped sell the house and distribute the funds... but they also thought to close my mom’s Verizon account and cancel newspaper subscriptions.”

Josephine B.

Settling her mother's estate

“I was able to process and grieve my father’s death without having to worry about everything else because Alix did all the work.”

Tina M.

Settling her father's estate

“I was able to process and grieve my father’s death without having to worry about everything else because Alix did all the work.”

Tina M.

Settling her father's estate

Know their affairs are settled right.
We take many of the hardest sunsetting tasks off your plate. You can keep up to 10 family members in the loop with Alix’s easy-to-use app.
Talk to an expert