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Alix takes care of estate and trust settlement for you, so you can get your life back.

From asset discovery and debt negotiation, to probate filings and mountains of paperwork, we take care of it all — while you focus on what matters most.
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Trust settlement is easy with Alix.

Did you know that most people spend over 500 hours settling a trust?  That’s hundreds of hours of paperwork, phone calls, forms, court dates, and deadlines. And one mistake can delay everything and result in unexpected costs.

With Alix, our experts handle it all, so you can get your nights and weekends back.

 

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“Alix did all the hard work so 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

Without Alix, 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

Alix can reduce the time families spend settling a trust by up to 95%

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Our experienced estate settlement professionals handle almost everything.

Discovering insurance policies Fraud protection Filling out forms Transferring home deeds Paying bills Probate process management Cancelling subscriptions Arranging appraisals Assisting with taxes Negotiating and resolving debts Transferring assets Distributing inheritances ...and all other tasks
HOW ALIX WORKS
  • 1 ASSET DISCOVERY: We uncover all assets, benefits, and debts tied to the estate through a nationwide search.
  • 2 MOUNTAINS OF PAPERWORK: We identify what is needed and fill out the hundreds of documents for you.
  • 3 DEBT NEGOTIATION: We’ll call creditors on your behalf to reduce or eliminate estate debts.
  • 4 PROBATE: We guide you through the probate process, answering questions along the way.
  • 5 TAXES & ACCOUNTING: We assist with tax and accounting documentation throughout the process.

A Care Team that truly cares.

A member of our Care Team will guide you through every step in the estate settlement process. 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 expertise you need, when you need it and that your estate is settled correctly
Contact an expert
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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