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### **Authors**

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Delaney Haley

CTFA \| Alix Head of Customer Experience

Delaney Haley, CTFA, is a Senior Fiduciary Advisor at Alix. With over two decades of experience in wealth management and trust administration, Delaney specializes in translating complex financial and legal requirements into clear, actionable steps for executors. Prior to joining Alix, Delaney served in senior fiduciary roles at Edward Jones for over 20 years. As a Certified Trust and Fiduciary Advisor, she ensures that every estate is settled with precision, strict compliance, and a deep commitment to protecting the legacy of the families she serves. Her insights on estate planning and tax preparation have been featured in publications like MarketWatch.

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