Alix is a service that helps families after loss, taking care of estate settlement and the many responsibilities that come with it.
We support estates and trusts of all types and sizes, regardless of whether there's a will in place or a lawyer involved. Our Settlement Specialists handle the legal, financial, and personal details with clarity and care.
The house, the car, and the bank accounts are just the start of the work ahead.
Alix does everything for you.
We do all the things a lawyer, CPA, and assistant do—probate, taxes, organizing belongings—plus the dozens of other tasks no one tells you about.
Preparing required accounting of every expense, asset, and liability before distributing assets.
Sourcing trusted experts to secure, maintain, clean, and sell the family home.
Spending hours waiting on hold to take care of the endless stream of bills and subscriptions.
Handling asset transfers so you can pass inherited items between family members.
Your dedicated Settlement Specialist takes on the entire process.
As executor, there's a lot on your plate. Your specialist handles everything, coordinating with attorneys, financial advisors, fiduciaries, or CPAs already involved, or serving as your complete support system with our full team. Either way, we remove the heavy lifting and keep everything moving forward with clarity and accountability.
100+ years of combined experience
Proven across estates from $20K to $20M
Backed by Charles Schwab & Edward Jones
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.
Alix steps in to do the heavy lifting.
Our team takes care of everything while you maintain control as executor.
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.
We guide estate settlement to completion.
We ensure nothing falls through the cracks as we complete everything from tax filings, to distribution of property, to closure of probate.
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
