Alix eases the burden of estate settlement, extending your relationship with families and supporting them through the difficult period after a service is complete.
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Alix is the only comprehensive, expert-led service that handles every estate settlement task, and more — for families.
Find insurance accounts
Notify government agencies
Take control of loans & accounts
Transfer vehicle titles & home deeds
Cancel subscriptions & memberships
Ensure essential bill & loan payments continue
Arrange appraisals
Find and resolve debts
Help you understand tax obligations
Find insurance accounts
Notify government agencies
Take control of loans & accounts
Transfer vehicle titles & home deeds
Cancel subscriptions & memberships
Ensure essential bill & loan payments continue
Arrange appraisals
Find and resolve debts
Help you understand tax obligations
Find insurance accounts
Notify government agencies
Take control of loans & accounts
Transfer vehicle titles & home deeds
Cancel subscriptions & memberships
Ensure essential bill & loan payments continue
Arrange appraisals
Find and resolve debts
Help you understand tax obligations
You support families during their most difficult time. Alix continues this high level of care with free provider benefits that support families as well as your business.
Family benefits
Expert consultation
Unclaimed state property search
Resources to get started
Partner benefits
Seamless CRM integration options
Elevated marketing collateral
Preneed remarketing opportunities
This complimentary benefits package is an exclusive offer for the families of Alix partners. Should families choose to continue with Alix beyond the consultation, they’ll receive an upfront quote for the full cost of our service based on the complexity of their loved one’s estate.
Settling an estate takes, on average, 600 hours. Alix reduces that by 95%.
Alix helps families get their full inheritance, leaving no stone unturned, as we discover insurance, unclaimed property, retirement accounts, vehicles and more.
Karin Stiles
CPA, Fiduciary, & Estate Settlement Expert
Pablo O’Brien
Fiduciary & Estate Settlement Expert
Michael Zwick
Attorney & Estate Settlement Expert
Kern Singh
Attorney & Estate Settlement Expert
As an Alix partner, your staff and your business will be eligible for incentive and bonus opportunities, customized for your location.
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