Customized guidance and support through the estate settlement process.

Let the experts at Alix provide clarity and confidence for your next steps.
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Estate settlement is hard easy with Alix.

Every estate is unique, and the process to close out your loved one's digital, financial, and personal affairs can vary widely. Regardless of the size or complexity of the estate, we'll make sure you understand what needs to be done next in the estate settlement process. 

Our team of lawyers, fiduciaries, CPAs, and Care Team Specialists has decades of experience, so you can feel confident that you are receiving expert guidance that you can trust.

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“I was able to process and grieve my father’s death without having to worry about everything else.”
Tina M. - Settling her father’s estate

On average an executor, trustee,
or administrator can face:

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600 hours

spent on complex tasks

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18 months

until it’s fully settled

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$30,000+

in expenses

At Alix, we believe every family deserves support as they face the estate settlement process.

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Our experts provide a customized experience based on your estate and where you need the most assistance.

 

Some tools we may use to help include:

Alix Expert Consultation Customized Estate Settlement Guide Settlement process checklists Professional referrals Unclaimed property searches Probate guidance Real estate assessments Fraud protection guidance
HOW ALIX WORKS
  • 1 Alix will reach out to your family to confirm your appointment time
  • 2 We'll ask you to complete a short questionnaire to help us understand how we can help
  • 3 Alix will provide you with customized guidance on how to settle the estate of your loved one

A Care Team that truly cares.

At Alix, our Care Team is the heart of what we do. Our team of professionals are experienced in helping families with a wide range of estate settlement issues in all 50 states.

An experienced team of experts.

Our team of experts have been helping families settle the estates of their loved ones for decades. We ensure that you get the answers you need to feel confident taking your next steps.
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Karin Styles

CPA, Fiduciary, & Estate Settlement Expert

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Pablo O’Brien

Fiduciary & Estate Settlement Expert

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Michael Zwick

Attorney & Estate Settlement Expert

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Kern Singh

Attorney & Estate Settlement Expert

What our families say about Alix

“I cannot express the amount of hope I felt after our phone consultation, and the relief after our Zoom call.”

— Carl, settling his wife’s estate

“To be quite honest, it made it a lot easier, a lot less emotional. I did come across things I had missed when my father first passed, a couple of bills and stuff.”

— Jennifer, settling her father's estate