Privacy Policy

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Last Updated: September 9, 2025

At Alix, Inc. ("Alix", "we," "us," or "our"), we value your privacy and are committed to being accountable, and transparent in how we handle your personal information. Our Privacy Policy outlines how we collect, use, and disclose your personal information when you use our websites (e.g. www.meetalix.com), products, applications, and services (our "Service"). It also describes your privacy rights.

Alix offers estate settlement solutions in the United States, and our Services are only available to residents of the United States. Our mission is to simplify and streamline the estate settlement process through automation, artificial intelligence, machine learning, and human care.

Alix is not a law firm or a provider of financial, tax, real estate, or other professional services, and does not perform the functions of an attorney, financial advisor, tax professional, or real estate professional. Alix and its Services are not a substitute for professional advice. You acknowledge and agree that the Services do not provide legal, tax, financial, real estate, or other professional advice, and that you will not rely on them as such.

Information We Collect

We collect information about you in a variety of ways depending on how you interact with us and the Services including:

Directly from you when you provide it to us, sign up for the Services, sign up to receive communications from us, request information or Services from us, or contact us by phone, email, or otherwise. We ask that you only provide us with the information necessary to provide our Services.

Automatically through the use of various technologies such as cookies, server logs, pixels or other similar technologies when you interact with our Services, advertisements, emails, or calls.

From other sources, including, for example, our affiliates, select business partners, service providers, online social media networks, government entities (e.g., the IRS), and other third parties (including credit reporting agencies), or from publicly available sources.

The following provides examples of the type of information that we collect and how we may use that information. If you choose not to provide certain information we request, we may be unable to serve you as our Services may rely upon this information.

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Context	Types of Personal Information	Primary Purpose for Collection and Use
Alix Account	We collect your name, email address, username, password, and other contact information... plus documents you upload.	To set up your account, provide functionalities, authenticate your identity, and assist with services you request.
Services	Information about you, the estate, beneficiaries, SSNs, government IDs, financial and health information, device IDs, IP address, etc.	To deliver the Services you request.
Cookies and Similar Web Technologies	Cookies, pixels, media tags, and related data about website/device interactions.	To manage content, track usage, personalize experience, and provide analytics/ads. Opt-out available at privacy@meetalix.com.
Geolocation Information	GPS, Wi-Fi, or cellular location data.	To tailor services and understand users (based on consent).
Email Interconnectivity	Pixel data on email opens and link clicks.	To measure interaction and marketing effectiveness.
Job Applicants	Information necessary for job applications, including SSN.	To review applications and conduct background checks.
Mobile Devices	Unique device identifiers, app permissions (camera, calendar, etc.).	To track appointments, document uploads, and understand mobile use.
Mobile Analytics	Usage frequency, events, performance data, download source.	To improve mobile app functionality.
Service Purchases	Name, billing/shipping address, email, phone, payment info.	To process payments and deliver services.
Surveys	Information provided in surveys/polls (third-party privacy policy may apply).	To understand opinions and compile feedback.
Text Messaging Programs	Your mobile phone number (if you opt-in).	To send updates/promotions. Never sold or shared for marketing.
Website Interactions	How you arrived, pages visited, clicks, scrolling, device/browser info, etc.	To improve services, customize experiences, and prevent fraud.
Web Logs	Browser type, OS, IP address, ISP, click activity, referrer, timestamps.	To monitor networks, analyze trends, and detect fraud/security issues.
Online Search Services	Data collected when using search services (e.g., phone number, call length).	For analytics (subject to third-party privacy policies).

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How We Use Your Information

We use your information as described in this Privacy Policy to provide our Sites and Services. For example, we may use your information in the following ways:

Service Operation: To provide, operate, deliver, monitor, and maintain our Services, including troubleshooting, system maintenance, and upgrades.

Development and Improvement: To improve functionality, quality, user experience, and develop new features and services.

Support: To provide Client assistance and technical support, such as responding to your requests and inquiries.

Communication: To send you marketing and administrative messages, such as technical or legal notices, invoices, product updates, surveys, security alerts, marketing promotions, newsletters, training, event reminders, and/or provide other news or information about Alix and/or our partners via mail, email, text messaging, or telephone. We may use information we collect, as well as information obtained from publicly available sources, partners, or service providers, to enrich our records and tailor our communications.

Account Administration: To create and manage your account, complete transactions, and send billing, tax, and other administrative information

Marketing Activities: To develop and improve our marketing activities, such as to review and analyze trends, usage, and interactions with our Services and to personalize and improve our Marketing Activities. We may also use your information to provide you with content and/or features that match your interests and preferences.

Security: To detect, investigate, prevent, protect against and respond to potential threats, fraudulent transactions, unauthorized access, and other malicious, deceptive, fraudulent, or illegal activity.

Legal, Safety, and Compliance: To comply with applicable laws and regulations or a court or legal order, and to review compliance with applicable terms.

For Any Other Purposes with Your Consent.

We may aggregate, pseudonymize, or de-identify your information so that it no longer identifies you and use this information for the purposes described above, such as to analyze the way our Service is being used, to improve and add features to them, and to conduct research. We will maintain and use pseudonymized or de-identified information in pseudonymized or de-identified form and will not attempt to reidentify the information, unless required by law.

How We Disclose Information

We disclose information as necessary to provide Services, as required by law, or as part of our business practices as follows. We only disclose information on a need-to-know basis where appropriate safeguards and contractual arrangements are in place and as described below.

Corporate Affiliates. We may share or transfer information to any person or entity which directly or indirectly controls, is controlled by or is under common control with Alix, whether by ownership or otherwise ("Corporate Affiliate"). Any information relating to you that we provide to our Corporate Affiliates will be treated by those Corporate Affiliates in accordance with the terms of this Privacy Policy.

New Owner and Other Corporate Transactions. We may disclose or transfer your information to relevant third parties in the event of, or as part of the due diligence or during negotiations of, any proposed or actual reorganization, sale, merger, consolidation, joint venture, assignment, transfer, or other disposition of all or part of our business, assets, or stock (including in connection with any bankruptcy or similar proceeding). Personal information may be part of the transferred assets. You may be notified thereafter of any such change in ownership or control through email or other means as applicable.

Alix Partners and Event Sponsors. We engage with several partners, such as third-party advertising networks, service partners, and event sponsors. We may share information with them to provide and support our Services, and to conduct our marketing activities.

Third-Party Service Providers. We disclose information with third-party service providers that require access to information to support our operations and delivery of our Services. The third parties that Alix discloses your information with may include:

Professional services advisors to protect and manage our business interests.
Professional services advisors that assist you with respect to the Services.
Cloud providers to provide data hosting, data storage and content delivery network services.
Billing and payment providers to authorize, record, settle and clear transactions.
Customer support providers to respond and resolve client inquiries and support requests.
Security, abuse, and fraud service providers to monitor and protect the Services and clients from illegal, deceptive, or malicious activity.
Corporate and information technology services to facilitate business operations and communications.
Analytics companies to review and report on our marketing activities and Services.
Any other suppliers, sub-contractors, partners, vendors, and other service providers acting on our behalf.

Legal or Public Authorities. We may disclose your information to comply with our legal or regulatory obligations, to establish or exercise our rights, and to defend against a legal claim.

Any Other Party with Your Consent. We may disclose your information with other third parties with your consent.

We do not "sell" your personal information for money.

Your Choices

You may make the following requests regarding your personal information, but please note the choices described in this Privacy Policy are not always available. We may limit or deny a request because the law permits or requires us to do so, the laws of the jurisdiction in which you reside do not provide you with one of the choices identified below, or we are unable to adequately verify your identity. We will not discriminate against individuals who exercise their privacy rights under applicable law.

Access to Your Personal Information. You may request access to your personal information or confirmation that we have information about you. In certain circumstances, you may also request access to your data in a portable, machine-readable format.

Changes to Your Personal Information. You may request that we correct information that is inaccurate or incomplete. Note that we may keep historical information in our backup files as permitted by law.

Deletion of Your Personal Information. You may request that we delete your personal information. If required by law, we will grant a request to delete information, but you should note that in many situations we must keep your personal information to comply with our legal obligations, resolve disputes, enforce our agreements, or for other business purposes.

Opt-Out of Behavioral Advertising. You may opt-out of browser-based targeted advertising (e.g., behavioral advertising cookies) by emailing privacy@meetalix.com. Note that if you change browsers or computers, or if you clear your browser’s cache, you may need to follow the instructions again to apply your preferences. You may also opt-out of other forms of targeted advertising (i.e., those that do not rely on browser-based web technologies) by emailing privacy@meetalix.com. Finally, you may also use industry opt-out tools to manage your preferences for targeted advertising, such as:

Promotional Materials. You can stop receiving promotional emails by following the unsubscribe instructions in emails that you receive. If you decide not to receive promotional emails we may still send you service-related communications. You can stop receiving promotional postal mail by emailing privacy@meetalix.com. You can stop receiving promotional text messages by following the unsubscribe instructions in text messages that you receive.

Online Tracking. Please note that because the effect of "Do Not Track" signals remains unclear, and because there continues to be no consistent industry understanding of how to respond to such a signal, we do not alter our privacy practices when we detect a "Do Not Track" signal from your browser.

You may submit requests relating to your personal information by emailing privacy@meetalix.com. We may request personal information from you, such as your name, address, state of residence, email address, phone number, last four digits of your social security number, or your birth year to verify your identity in order to process your request.

If we refuse to take action on a request within a reasonable period of time after receiving your request, you may appeal our decision by emailing privacy@meetalix.com. In such an appeal, you must (1) provide sufficient information to allow us to verify that you are the person about whom the original request pertains and to identify the original request, and (2) provide a description of the basis of your appeal. Please note that your appeal will be subject to your rights and obligations afforded to you under applicable law. We respond to all appeal requests as soon as we reasonably can, and no later than legally required.

How We Protect & Retain Information

While we use reasonable administrative, technical, and physical efforts to protect your personal information from unauthorized access, use, or disclosure, we cannot guarantee the security of your personal information. In the event that we are required by law to inform you of a breach to your personal information, we may notify you electronically, in writing, or by telephone, if permitted to do so by law.

You are responsible for maintaining the confidentiality of your account password, and you are responsible for any access to or use of your account by someone else that has obtained your password, whether or not such access or use has been authorized by you. You should notify us of any unauthorized use of your password or account. If an unauthorized profile has been created about you, please contact us by emailing privacy@meetalix.com to request to have it deleted.

We retain your personal information for only as long as necessary to comply with applicable laws or regulatory requirements, serve you, maintain your account, operate our business, improve our offerings, or develop new ones, or otherwise fulfill the purposes outlined in this Privacy Policy, including satisfying any legal, accounting, or reporting requirements, unless a longer retention period is required or permitted by law. To determine the appropriate retention period for personal information, we consider the amount, nature, and sensitivity of the information, the potential risk of harm from unauthorized use or disclosure of the information, the purposes for which we obtained the information and whether we can achieve those purposes through other means, as well as applicable legal or regulatory requirements.

Third-Party Applications/Websites

For your convenience, we may provide links to websites and other third-party content or services that we do not own or operate. The websites and third-party content to which we link may have separate privacy notices or policies. Please note that we have no direct control over the privacy practices, websites, or services that we do not own. We encourage you to review the privacy policies of any third-party website or application for details about such third party’s privacy practices.

‍Changes To This Privacy Policy

We may change our Privacy Policy and privacy practices over time. To the extent that our Privacy Policy changes in a material way, the privacy notice that was in place at the time that you submitted personal information to us will govern that information unless we receive your consent to the new privacy notice. You can check the "Last Updated" legend at the top of this page to see when this Privacy Policy was last revised.

Contact Information

If you have questions about this Privacy Policy, please contact us at privacy@meetalix.com or write to us at:

Alix, Inc.
548 Market St PMB 924140,
San Francisco, CA 94104

Additional Information For California Residents

California law requires us to disclose the following additional information related to our privacy practices. If you are a California resident, the following privacy disclosures apply to you in addition to the rest of the Notice.

California Shine the Light. If you would like more information concerning the categories of personal information (if any) we share with third parties or affiliates for those parties to use for direct marketing, please submit a written request to us using the information in the Contact Information section above.

California Sensitive Information Disclosure. Some of the personal information we collect is considered "sensitive personal information" under California law. We may collect the following categories of sensitive personal information (as defined under California law): social security number, driver’s license, state identification card, or passport number; and account log-in, financial account, debit card, or credit card number in combination with any required security or access code, password, or credentials allowing access to an account and processing of biometric information for the purpose of uniquely identifying an individual. This information is collected in order to process transactions, verify your identity, comply with laws, manage our business, or provide you with Services. Note that we do not use such information for any purposes that are not identified within the California Privacy Rights Act Section 1798.121. We do not "sell" or "share" sensitive personal information for purposes of cross-context behavioral advertising.