Executor of a will? You sign. We manage the work.

Most executors spend over a year overwhelmed by paperwork and deadlines. With Alix, you stay in control while we handle the 150+ tasks that would steal your time and energy, cutting months off the process and saving thousands in fees. You don’t have to face estate settlement alone.

We call the banks, close accounts, negotiate and settle debts, track down hidden assets, file taxes, and prepare documents that courts accept the first time around. If your state requires a lawyer, we provide one to represent you, included in our flat fee.

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Just fill out a few details, we'll handle the rest for you
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Has the person passed away?*
When did your loss occur? *
What is the total estimated value
of the estate? *
The estate’s gross total value (value of the assets, before deducting any debts, expenses, or other liabilities).
Are you experiencing any family conflicts in settling the estate?*
Did your loved one have a Trust and/or Will?*
What is your loved one's name?*
What is your relationship to the loved one?*
What state did your loved one live in?*
What state do you live in?*
What types of assets did your loved one leave behind?*
How can Alix help you? (Optional)
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We get it. Being the executor of a will is a heavy responsibility.

Being an executor means carrying the legal responsibility for every detail of the estate. From court filings to asset distribution, you’re expected to manage it all, while grieving and balancing family dynamics.

Alix takes on the most time-consuming and complex parts of the process, so you can fulfill your duties confidently and without burnout.

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"Alix made the whole process so much easier and far less overwhelming. I even discovered bills I had missed after my father passed, and they helped me take care of them. Between working 65–70+ hours a week, raising a family, and managing a home, I didn’t have the time to handle everything alone. This service truly saved me countless hours and stress."

Co-Executor - ME
Angela D.

“We tried handling probate on our own, but it was just too confusing and stressful—we didn’t even know where to start. Alix stepped in, figured everything out, and got the ball rolling. Their Settlement Team has been so professional, helpful, and kind throughout the whole process.”

Family Member - MI
Barbara B.

“As the executor of my mother’s estate, I was drowning in paperwork. Being able to send everything to Alix and knowing they would handle it all was life-changing. What felt impossible suddenly became manageable, and I could finally focus on my family instead of all the tasks."

Executor - CA
Genevieve L.
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What Alix handles for you as an executor of a will

Probate preparation and attorney support

As executor, you’re responsible for starting probate and making sure it’s done right.

We prepare all required paperwork for your state and county, ensure it’s accurate, and guide you through filing. A licensed probate attorney represents you if required, ensuring full legal protection.

Debt negotiation and resolution

Over 70% of estates carry debt. We help you protect the estates value from creditors.

We contact creditors on your behalf, verify balances, and negotiate to reduce or resolve debts, protecting the value of the estate and minimizing disputes with beneficiaries.

Asset discovery and recovery

Executors are expected to find all assets, but many are hidden, forgotten, or unknown.

We identify, locate, and recover missing accounts, life insurance, pensions, benefits, and unclaimed property, often adding thousands back into the estate.

Tax preparation and compliance

Final income and fiduciary tax returns (Forms 1040 & 1041) are your responsibility as executor.

We handle the preparation, track deadlines, and organize the required documentation to avoid penalties and court rejections.

Real estate and property transfer

Managing estate property involves more than just selling a home.

From preparing deeds and transferring vehicle titles to managing utility accounts, we handle the property-related work that eats up your time, keeping transactions smooth and compliant.

Complete administrative management

The executor role involves 150+ steps over 12-18 months.

We take on the paperwork, communications, account closures, and beneficiary notifications while keeping you informed at every stage, so you can fulfill your duties without losing nights, weekends, or peace of mind.

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Why acting fast matters

Deadlines in estate settlement aren’t flexible.

Missing a court deadline or filing the wrong paperwork can mean penalties, family disputes, or even personal and financial liability for the executor. Alix keeps everything on track so nothing falls through the cracks, giving you peace of mind and protecting the estate.

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Who we help:

  • First time executors.
  • Executors living in a different state than the estate.
  • Executors balancing full-time jobs or family responsibilities.
  • Executors managing estates with multiple properties or complex assets.
  • Executors who want professional support and legal protection without hiring an expensive law firm.
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Stay in control with
the Alix app

As executor, you're responsible for keeping the settlement process moving, and keeping everyone informed. With the Alix app, you can track progress in real time, share updates with family through individual logins (up to 10 users), and get expert support whenever you need it.

Settling an estate can take months and involve hundreds of details. The Alix app keeps every document, task, and deadline organized and accessible, so you’re always on top of your duties without the overwhelm.

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Your role with Alix vs. without Alix

Task
Organizing documents
Asset discovery
Debt resolution
Communicating with institutions
Closing accounts and services
Probate paperwork
Tax filings
Family communication
Tracking deadlines
We locate, organize, and securely store all estate documents for you
We run thorough searches and recover assets, finding thousands in missed funds
Alix negotiates & settle on your behalf
We notify institutions, track responses, and keep everything documented
We handle closures, transfers, and confirmations
Prepared, submitted, and tracked by Alix (with attorney representation if required)
We coordinate all final income and estate tax returns for you
Alix app keeps everyone informed
Timelines, reminders, and follow-ups are managed so nothing gets delayed
You (DIY)
You track down bank statements, property records, wills, and legal files yourself
You search for missing accounts, life insurance, pensions, and unclaimed property on your own
You negotiate & track
You make all calls and send all notices to creditors, banks, and government agencies.
You contact each utility, subscription, and membership to cancel them.
You research, prepare, and file
DIY and hire a tax professional
You coordinate updates
You keep your own calendar

What could happen
if you do it alone

  • Risk of missing hidden assets and leaving money unclaimed.
  • Higher legal fees from disorganized paperwork.
  • Tension with family members due to lack of clear communication.
  • Months of personal time spent on admin and follow-up.
  • No legal protection if something goes wrong with filings.
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Executor mistakes
we help you avoid

  • Filing incorrect forms that cause court delays.
  • Overpaying debts or missing creditor deadlines.
  • Forgetting to transfer assets properly.
  • Miscommunication with beneficiaries that causes disputes.
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FAQ

Do I really need to go through probate?

Yes. If your loved one had assets solely in their name (like a house, car, or bank accounts), probate is usually required to legally transfer them. Even if there's a will, most states require court involvement. Alix helps you handle the entire process correctly.

What is “Pro Se” probate?

“Pro Se” means representing yourself: filing probate without hiring a lawyer. Many states allow this for simple, uncontested estates. Alix supports "Pro Se" probate by preparing and filing all paperwork, managing the estate tasks beyond probate, and providing a licensed attorney if your state requires one at any step.

Is probate really that hard to do on my own?

Yes. Probate involves 20+ legal forms, strict deadlines, and court requirements. One mistake can cause months of delay, rejected filings, or even personal liability for the executor. That’s why Alix includes attorney support when required and expert preparation at every step.

How is Alix different from a lawyer?

A lawyer can handle probate filings, but that’s only about 20% of the process. Alix covers 100%: we prepare filings, handle debts, recover assets, file taxes, close accounts, and keep family informed, all for one flat fee that also includes a lawyer if required.

How much does Alix cost?

One flat fee, based on estate size and complexity. No hourly billing, no surprise invoices. Probate, attorney support (when required), estate administration, and tax preparation are all included.

What if I already started the probate on my own?

Many families come to us after they’ve filed and feel overwhelmed. We can review what’s been done, step in to fix paperwork, and help move everything forward.

Can I trust Alix with personal and financial information?

Absolutely. We use bank-level encryption to protect your data. Only licensed professionals and estate specialists working on your case have access to your files.

Can I talk to someone before committing?

Yes. Our intro call It’s a free, no-pressure call to learn about your estate situation. We’ll ask a few questions, explain whether Alix is the right fit, and give you a flat-fee quote if we can help. No commitment required.

What legal work is included in Alix’s flat fee?

Attorney fees for probate filings, required hearings, and court responses are included. If additional legal work is needed (like litigation or contested wills), we’ll connect you with counsel, but most estates are fully covered by our flat fee.
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