Peace of mind and certainty begin with just one text.
We Meet Families Where They Are
Every estate is unique and the process to close out a loved one’s affairs varies widely. Our team will ensure that families receive the customized guidance they need to navigate the settlement process.
Applied Expertise
Our team of lawyers, fiduciaries, CPAs, and Care Team Specialists has decades of experience, so families can feel confident that they are receiving expert guidance that they can trust.
Confidence On Next Steps
Regardless of the size or complexity of the estate, families will walk away from their estate review with clarity and confidence on what needs to be done next in the estate settlement process.
Alix removes uncertainty and provides relief for families as they face the estate settlement process after the passing of their loved one. Our team of experts, including attorneys, fiduciaries, CPAs and more, provides customized guidance for each family, so they can feel confident as they take their next steps to close down their loved one’s digital, financial, and personal affairs.
Through the Elevia partnership, Alix offers every family you serve a complimentary Expert Estate Review ($249 value). We provide a customized experience for each family based on their unique estate and where they need the most support. Some of the tools we use to help families include an Alix Expert Consultation, Customized Estate Settlement Guide, settlement process checklists, professional referrals, unclaimed property searches, probate and fraud protection guidance and more. Regardless of the size or complexity of the estate, families will walk away from their Estate Review with clarity and confidence on what needs to be done next in the estate settlement process.
As a client of Elevia, we know you understand the value aftercare resources provide to every family you serve. By partnering with Alix, Elevia is expanding your aftercare offering with a solution to address the significant burden families face when trying to settle their loved one’s estate alone. Elevia is the only aftercare platform with a comprehensive estate settlement resource, which sets your location apart from the competition and provides an even better experience to the families you serve.
Families will receive one text message with the following script:
“Hi [Contact Name], this is [Sender Name] from [Funeral Home]. Many families come to us with questions about how to settle their loved one’s affairs (closing bank accounts, canceling bills, claiming insurance policies, and more). As part of our services, we have covered the cost for a team of estate settlement experts at Alix to review your estate and answer your questions. Is there a time of day that is best for a member of their Care Team to connect with you?”
Going forward, all new families that are enrolled in the aftercare text sequence will start receiving the estate settlement check-in text. This text is sent to families around 40 days after the passing of their loved one.
This new enhancement to your aftercare program costs you nothing additional! We believe this addition will provide great value for families and we are proud to offer it as a complement to our existing aftercare solutions.
Alix works cohesively with outside attorneys and financial advisors. While lawyers can be helpful in some situations, there are many aspects of the estate settlement process that they do not address, for example sitting on the phone with banks, helping find an appraiser for fine china, estate taxes, and more. The Alix experts have been helping families settle estates for many years and can provide expert guidance and support across a whole range of situations. Alix can also make referrals back to your preferred professional contacts, enhancing your relationship.
Yes! Regardless of the value of assets left behind, all families will need to complete certain steps to close out their loved one’s estate. Doing so is crucial for protecting against fraud and avoiding unnecessary expenses. The complimentary benefits offered through Alix provide all families with an expert review of their loved one’s estate and specific guidance on what needs to be done. By offering estate settlement resources, we ensure that all families feel confident in their next steps and know they have additional support available if needed.
