Peace-of-mind for all the things that come after.

Families spend hundreds of hours on all the complicated tasks that come with estate settlement. Alix’s customized plans cut that time and effort by 95%. Let us handle it.

Talk to an expert

* Statistics are based on a 2018 survey of 1,200 US adults.

Our approach

01
We start with discovery: You'll get a full picture of property, assets, debts, insurance policies, accounts, and more.
02
We make a plan: Our industry-leading experts will help you with everything from probate hearings, to negotiating debts, marshalling assets, and more.
03
We settle the estate: Use the app to stay sync with your dedicated care team while we handle the settlement process, end-to-end.
What Alix does for you:

DISCOVERY

Review trusts & wills

Find life insurance policies

Identify creditors

Search for unclaimed property

Open estate bank account

Review of decedent account statements

Close or memorialize social media accounts

Set up mail forwarding

Set up fraud protection with credit bureaus

Notify government agencies

...and more

DEBT & OBLIGATION HANDLING

Negotiate & settle outstanding debts

Find and close credit card accounts

Transfer/cancel phone and cable

Transfer/cancel water, electric, gas, trash

Close subscriptions (Netflix, Gym, etc.)

...and more

ASSET TRANSFERS & SALES

Transfer & sell real estate

Transfer & sell vehicles

Bank accounts

Retirement accounts

Stock options

Brokerage accounts

Life insurance claims

Personal property appraisals & sales

Claiming unclaimed property

Cryptocurrencies

...and more

PROBATE ADMINISTRATION

Initial petition for probate

Bond purchasing

Publish to local newspapers

Notice to beneficiaries

Preparation for hearings

Inventory of assets

Notice of creditors

Completion of probate process

Complete SEA court filings

...and more

DISTRIBUTION OF PROCEEDS

Distribute funds to beneficiaries

Compensation to executor

...and more

FINAL TAXES

Request IRS Transcripts

Assist with decedent's final income taxes

Assist with annual estate taxes

...and more

“Alix helped sell the house and distribute the funds... but they also thought to close my mom’s Verizon account and cancel newspaper subscriptions.”

Josephine B.

Settling her mother's estate

“I was able to process and grieve my father’s death without having to worry about everything else because Alix did all the work.”

Tina M.

Settling her father's estate

“I was able to process and grieve my father’s death without having to worry about everything else because Alix did all the work.”

Tina M.

Settling her father's estate

Know their affairs are settled right.
We take many of the hardest sunsetting tasks off your plate. You can keep up to 10 family members in the loop with Alix’s easy-to-use app.
Talk to an expert

Frequently Asked Questions

What if I already have a relationship with a local lawyer or estate attorney?

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.

Can Alix still help my families with smaller estates?

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.

What does this cost me?

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.

When will my families start receiving messages?

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.

What is Alix?

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.

How does Alix help my families?

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.

How does this partnership help my location?

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.

What message will my families receive?

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?”

Alix Inc. is an online service providing legal information and administrative support to individuals undergoing estate settlement. Alix Inc. does not provide legal, accounting, investment, or tax advice. Alix Inc. does not serve as a replacement for the guidance of a qualified attorney. We are not a law firm or a trust corporation.