SwiftProbate vs Alix
Alix is a full-service estate settlement company where a dedicated team handles probate, taxes, asset transfers, and more on your behalf. SwiftProbate is a $39 self-service informational tool that helps you understand and organize the process yourself. Here is how they compare.
This comparison is for informational purposes only. SwiftProbate is not a law firm and does not provide legal advice.
What is Alix?
Alix is a full-service estate settlement company that assigns a dedicated specialist team to handle over 150 steps of the settlement process. Their services include probate filings with a licensed attorney, tax preparation (Forms 1040 and 1041), asset discovery and transfers, debt negotiation, real estate coordination, and account closures. Families can track progress through their web app with up to 10 users. Alix charges a flat fee of 1% of the estate value with a $9,000 minimum, and operates in all 50 states. They are backed by Charles Schwab and Edward Jones.
Key Differences
Service Model
Self-service informational tool — you get a personalized checklist with guidance, and you handle the tasks yourself.
Full-service — a dedicated team handles probate filings, tax prep, asset transfers, debt negotiation, and 150+ settlement steps for you.
Pricing
One-time $39 payment. Free tier available with basic estate administration checklist.
1% of estate value with a $9,000 minimum. Flat fee quoted upfront after a free consultation.
Legal Support
No legal services. Provides informational guidance only and recommends consulting an attorney when needed.
Includes a licensed probate attorney as part of the flat fee for court filings and legal matters.
Tax Preparation
Provides informational guidance on tax-related tasks. Does not prepare or file taxes.
Handles tax preparation and filing (Forms 1040 and 1041) as part of the service.
Feature Comparison
| Feature | SwiftProbate | Alix |
|---|---|---|
| Pricing | ||
| Price | $39 one-time | 1% of estate ($9,000 min) |
| Free tier | Free consultation only | |
| Features | ||
| Personalized research | ||
| Document management | ||
| Family collaboration | ||
| Chat assistant | ||
| Tax preparation | ||
| Debt negotiation | ||
| Estate accounting | ||
| Coverage | ||
| State-specific guidance | All 50 states + DC | All 50 states |
| County-level guides | 3,200+ | |
| Institution guides | 160+ | |
| Support | ||
| Licensed attorney included | ||
| Legal advice provided | ||
Get a free personalized checklist
Start freeWhy Consider SwiftProbate
- You want to manage the process yourself at a fraction of the cost — $39 vs $9,000+
- Your estate is straightforward and does not need a full-service team
- You want personalized, state- and county-specific checklists you can act on immediately
- You prefer a self-service tool you can access anytime without scheduling consultations
- You want to understand the process before deciding whether to hire professional help
Why Consider Alix
- You want a dedicated team to handle the entire settlement process for you
- The estate is complex with significant assets, multiple properties, or complicated debts
- You need tax preparation and filing handled as part of the service
- You want a licensed probate attorney included in the fee
- You do not want to make phone calls, file paperwork, or manage deadlines yourself
Which is Right for You?
Choose SwiftProbate if...
People who want an affordable, self-service tool to understand and organize probate tasks on their own.
Choose Alix if...
People who want a full-service team — including an attorney and tax preparation — to handle the entire estate settlement process.
Frequently Asked Questions
How much does Alix cost compared to SwiftProbate?
Does Alix include a lawyer?
Can I use SwiftProbate first and then hire Alix if needed?
Does SwiftProbate handle tasks for me like Alix does?
Navigate probate with confidence
- State-specific tasks tailored to your situation
- Step-by-step checklist with deadlines and forms
- Document tracker to stay organized
Informational guidance only — not legal advice
Disclaimer: This comparison is for informational purposes only and does not constitute legal advice. Feature and pricing information is based on publicly available data as of February 2026 and may have changed. SwiftProbate is not a law firm and does not provide legal representation. Consult a qualified attorney for advice specific to your situation.