# When you're trusted to handle an estate, trust Alix to get it right. Settling a family member’s estate is a final act of love. Executors also have a fiduciary duty to settle correctly. We bring care and rigor to respect your loved one’s wishes, and ensure nothing gets missed. ## Alix is the only comprehensive service that takes care of estate settlement and all the other details a life leaves behind. We work with families to complete the entire process, whether you have a will or not, and whether your loved one’s estate is worth $20k, $100k or $20 million. ## What to expect when you work with **Alix** ### Your specialist starts with listening. Find support, relief, and care as our Estate Settlement Team learns about your situation and creates a customized plan for your estate. Discuss challenges with the progress you’ve already made. Get clear answers to your questions from our Settlement Specialists. Our lawyers will surface legal and financial obligations that most people overlook. Build a customized plan aligned with your family goals and designed to avoid friction. ### Alix steps in to do the heavy lifting. Our team takes care of everything while you maintain control as executor. Our team handles the many mundane legal and administrative tasks while you remain the decision-maker. We manage paperwork, forms, and verifications so you avoid institutional bureaucracy. We coordinate courts, banks, insurers, and agencies, bringing clear options and recommendations. We organize and execute countless tasks, keeping you informed and in control without carrying the workload. ### Track progress in our app. The family can check in at any time to get a clear understanding of what's been done and what's left to do. Work directly with your specialist, with our app available anytime you want to review progress. At any moment, see major milestones and know exactly where the estate stands. All key documents are organized for you and available in one secure, central place. Share progress easily with beneficiaries, giving clarity without needing to relay updates. ### We guide estate settlement to completion. We ensure nothing falls through the cracks as we finish the process, from tax filings to closure of probate. Everything expected—and unexpected—gets done. Our lawyers handle legal and procedural requirements, including probate filings, notices, and securing your authority to act. We identify, secure, and marshal every estate asset—from property and accounts to insurance, vehicles, and belongings. We prepare personal and estate tax filings and required accounting that many families don’t realize estate settlement involves. We ensure accurate distributions and complete all steps needed for the estate’s formal discharge and closure. ## Helping families honor their loved ones’ legacies “My specialist has been compassionate, diligent to settle the estate, and provided guidance when I needed it.” D. Sullivan #### When I reached out to lawyers for help it was very intimidating. I didn't know the process, and their language was not user friendly or even sympathetic. With Alix, I just felt at ease. R. Okafor #### Our dad left behind over $80,000 in credit card and medical debt and we didn’t know what to do. After negotiations by Alix, the estate only paid around $20,000! K. Patterson “It’s been an invaluable service and I would go with it again. The people have been professional, helpful, and kind.” M. Foster #### Working with Alix made it a lot easier, a lot less emotional. I did come across things I had missed when my father first passed. This was a service that saved so much time. J. Reyes #### My mom didn’t leave a will behind and so a lot of her estate was unknown. Alix did a wonderful job of finding different assets that otherwise would have gone unnoticed. L. Thompson ## A deeper look at what we do From the cumbersome to the mundane, Alix takes care of what other services won't. ### 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 - Notify government agencies ...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 ### 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 ### 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 ### & all the unexpected responsibilities - Stop automatic bill payments - Uncover and settle hidden debts - Handle title issues on properties - Track down old employer retirement plans - Inventory and sell collectibles - Close email and social media accounts - Redeem credit card points ## The Alix app keeps the whole family on the same page. Your Settlement Specialist updates you and your family members throughout the process. Get updates when anything changes. Share access with all the important people. Have a place to store and access key documents. ## We charge as little as 1% of the estate. ### **Our fee ultimately comes from the estate, not your pocket.** Alix makes a service that was once reserved for wealthy clients of private banks available to all. Our technology-driven approach often uncovers unclaimed property, dormant accounts, and other assets that might otherwise go unnoticed, potentially increasing the estate's value. ### WITHOUT ALIX #### The DIY Struggle - Searching for where to begin, with no clear roadmap - Struggling to locate and access accounts (emails, passwords, etc.) - Managing complex paperwork across dozens of institutions, with no expertise - Facing delays and roadblocks at every turn that can cause serious financial consequences - Managing family expectations and conflicts Overall: Extended timeline, missed assets, family tension, executor burnout ### WITH ALIX #### The Comprehensive Estate Settlement Service - Structured onboarding process with clear next steps - Technology-enabled asset discovery finds everything - Specialists handle paperwork and communications, applying expertise from hundreds of cases - Institutional know-how anticipates and prevents common settlement barriers - Neutral third-party manages distribution fairly Overall: Efficient settlement, maximized estate value, reduced family friction ## Settling a loved one’s estate is too important to do alone. Fulfill your duty as executor with the rigor and expertise it deserves.