Trusted by leading organizations across the funeral, financial, and real estate professions.
What we do
We help families handle everything after a loss.
Probate and legal filings
Asset discovery and transfers
Sourcing trusted experts
Home and asset coordination
Debt and subscription management
Step-by-step guidance through the entire process
Who we work with
Built for partners across industries
Funeral and Hospice
Give families the aftercare support they need. We handle everything that comes next: paperwork, finances, and logistics.
Wealth advisors
Support clients through estate complexity without taking it on yourself. We guide probate, asset transfers, and administrative tasks alongside you
Real estate professionals
Move forward with property decisions faster and with less friction. We help families get clarity on ownership, timelines, and next steps.
Lawyers & more
If your clients face complexity after a loss, we can support them. From legal to logistics, we take on the work they don’t expect.
Your dedicated Settlement Specialist takes on the entire process.
Our leadership team combines deep experience across financial services, wealth management, and estate law, sharing a mission to transform estate settlement with professional excellence and compassion. We've built Alix with the attention to detail we'd want for our own loved ones.
Give families a clear next step after your role ends
Reduce overwhelm with expert, hands-on support
Protect your relationship and reputation
Simple referrals, no added operational burden
How it works
Refer or introduce your client
We guide and manage the process
You get paid*
*Referral compensation is available only to eligible partners. Partners not eligible for compensation may participate through reciprocal partnership opportunities.
Become a partner
Tell us a bit about your organization and we’ll be in touch.
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