When you're trusted to handle an estate, trust Alix to get it right.
Settling a family member’s estate is a final act of love. Executors also have a fiduciary duty to settle correctly. We bring care and rigor to respect your loved one’s wishes, and ensure nothing gets missed.
Alix is the only comprehensive service that takes care of estate settlement and all the other details a life leaves behind.
We work with families to complete the entire process, whether you have a will or not, and whether your loved one’s estate is worth $20k, $100k or $20 million.
What to expect when you work with Alix
Your specialist starts
with listening.
Find support, relief, and care as our Estate Settlement Team learns about your situation and creates a customized plan for your estate.
Discuss challenges with the progress you’ve already made.
Get clear answers to your questions from our Settlement Specialists.
Our lawyers will surface legal and financial obligations that most people overlook.
Build a customized plan aligned with your family goals and designed to avoid friction.
Alix steps in to do the heavy lifting.
Our team takes care of everything while you maintain control as executor.
Our team handles the many mundane legal and administrative tasks while you remain the decision-maker.
We manage paperwork, forms, and verifications so you avoid institutional bureaucracy.
We coordinate courts, banks, insurers, and agencies, bringing clear options and recommendations.
We organize and execute countless tasks, keeping you informed and in control without carrying the workload.
Track progress in our app.
The family can check in at any time to get a clear understanding of what's been done and what's left to do.
Work directly with your specialist, with our app available anytime you want to review progress.
At any moment, see major milestones and know exactly where the estate stands.
All key documents are organized for you and available in one secure, central place.
Share progress easily with beneficiaries, giving clarity without needing to relay updates.
We guide estate settlement to completion.
We ensure nothing falls through the cracks as we finish the process, from tax filings to closure of probate. Everything expected—and unexpected—gets done.
Our lawyers handle legal and procedural requirements, including probate filings, notices, and securing your authority to act.
We identify, secure, and marshal every estate asset—from property and accounts to insurance, vehicles, and belongings.
We prepare personal and estate tax filings and required accounting that many families don’t realize estate settlement involves.
We ensure accurate distributions and complete all steps needed for the estate’s formal discharge and closure.
Helping families honor their loved ones’ legacies
“My specialist has been compassionate, diligent to settle the estate, and provided guidance when I needed it.”
D. Sullivan
“It’s been an invaluable service and I would go with it again. The people have been professional, helpful, and kind.”
M. Foster
A deeper look at what we do
From the cumbersome to the mundane, Alix takes care of what other services won't.
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
Notify government agencies
...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
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
Distribution of proceeds
Distribute funds to beneficiaries
Compensation to executor
...and more
Final taxes
Request IRS transcripts
Assist with decedent's final income taxes
Assist with annual estate taxes
...and more
& all the unexpected responsibilities
Stop automatic bill payments
Uncover and settle hidden debts
Handle title issues on properties
Track down old employer retirement plans
Inventory and sell collectibles
Close email and social media accounts
Redeem credit card points
The Alix app keeps the whole family on the same page.
Your Settlement Specialist updates you and your family members throughout the process.
Get updates when anything changes.
Share access with all the important people.
Have a place to store and access key documents.
We charge a flat fee of 1% of the estate.
Our fee comes from the estate, not your pocket.
Alix makes a service that was once reserved for wealthy clients of private banks available to all. Our technology-driven approach often uncovers unclaimed property, dormant accounts, and other assets that might otherwise go unnoticed, potentially increasing the estate's value.
The DIY Struggle
Searching for where to begin, with no clear roadmap
Struggling to locate and access accounts (emails, passwords, etc.)
Managing complex paperwork across dozens of institutions, with no expertise
Facing delays and roadblocks at every turn that can cause serious financial consequences
Managing family expectations and conflicts
Overall: Extended timeline, missed assets, family tension, executor burnout
The Comprehensive Estate Settlement Service
Structured onboarding process with clear next steps
Technology-enabled asset discovery finds everything
Specialists handle paperwork and communications, applying expertise from hundreds of cases
Institutional know-how anticipates and prevents common settlement barriers
Neutral third-party manages distribution fairly
Overall: Efficient settlement, maximized estate value, reduced family friction
