SwiftProbate vs Alix
SwiftProbate is a self-service tool that guides families and executors through every step of estate settlement — with a personalized, county-specific checklist, deadline tracking, document tools, and Grace, an AI assistant available 24/7 to answer questions along the way.
Alix is a full-service estate settlement company where a dedicated team — including a licensed probate attorney and tax prep — handles 150+ tasks for a flat fee of 1% of the estate (minimum $9,000).
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 backed by Charles Schwab and Edward Jones. A dedicated specialist team handles 150+ steps of the settlement process, including probate filings with a licensed attorney, tax preparation (Forms 1040 and 1041), asset transfers, debt negotiation, real estate coordination, and account closures. Alix charges 1% of estate value with a $9,000 minimum — so a $500K estate pays $9,000 and a $1.5M estate pays around $15,000. The flat fee is intended to replace what families would otherwise pay for an attorney plus a CPA. Available in all 50 US states.
Key Differences
Approach
A self-service tool that puts you in control. SwiftProbate generates a personalized, county-specific checklist with the steps, deadlines, and forms tailored to your estate, plus an AI assistant to guide you as questions come up.
A full-service team handles 150+ tasks for you — probate filings, tax prep, asset transfers, debt negotiation, and account closures.
Pricing
Free tier with a basic estate administration checklist; $39 one-time for the full personalized research engine and document tools — accessible for any estate size.
1% of estate value with a $9,000 minimum, quoted upfront after a free consultation. The $9K floor means smaller estates pay a much higher effective rate.
Jurisdictional Depth
AI research engine pulls from 3,200+ county-level probate guides and 160+ institution-specific guides — your checklist is built around your specific courthouse and the banks, brokerages, and insurers you'll actually contact.
State-level service across all 50 states; the specialist team handles local detail behind the scenes for you.
AI Capabilities
AI-generated, fully personalized checklist plus Grace, a 24/7 chat assistant that answers follow-up questions and helps fill out probate forms.
No AI personalization for users — the value comes from human specialists handling the work.
Feature Comparison
| Feature | SwiftProbate | Alix |
|---|---|---|
| Pricing | ||
| Price | $39 one-time | 1% of estate ($9,000 min) |
| Free tier | Free consultation only | |
| Features | ||
| Personalized AI research | ||
| Document management | ||
| Family collaboration | ||
| AI chat assistant (24/7) | Yes — Grace | |
| Tax preparation (1040 + 1041) | ||
| Debt negotiation | ||
| Coverage | ||
| State-specific guidance | All 50 states + DC | All 50 states |
| County-level guides | 3,200+ | Handled by specialist |
| Institution guides | 160+ | Handled by specialist |
| Support | ||
| Licensed attorney included | ||
| Specialist team handles tasks | No — you stay in control | |
Your estate is unique — get a personalized task list with deadlines, forms, and next steps
Start freeWhy Consider SwiftProbate
- Get jurisdiction-specific probate guidance for your county — not just your state — from 3,200+ county guides
- Stay in control of the process at a price that works for any estate, not just six- and seven-figure ones
- Move at your own pace, on your own schedule, without booking consultations or waiting on a specialist
- Get answers to follow-up questions 24/7 from Grace, our AI assistant — including help filling out probate forms
- Use institution-specific guidance for the banks, brokerages, and insurers you'll actually contact (160+ guides)
- Understand exactly what's involved before deciding whether you need any professional help
Why Consider Alix
- The estate is complex enough — significant assets, multiple properties, business interests — that you want a dedicated team to do the work
- You want a licensed probate attorney and tax preparation rolled into one flat fee
- You'd rather not file court paperwork, manage deadlines, or make calls to financial institutions yourself
Which is Right for You?
Choose SwiftProbate if...
Families and executors who want clear, jurisdiction-specific guidance and an AI assistant available 24/7 — at a price accessible to any estate.
Choose Alix if...
Families with complex estates who want a dedicated team to handle probate filings, tax prep, and 150+ settlement tasks for one flat fee.
Frequently Asked Questions
How does SwiftProbate compare to Alix on price?
Does SwiftProbate include a probate attorney like Alix does?
Can I use SwiftProbate first and then hire Alix if needed?
Is SwiftProbate enough on its own for a typical estate?
Navigate probate with confidence
- Personalized to your assets, heirs, and jurisdiction
- Deadlines calculated from your date of death
- Track progress and store documents in one place
Free — no credit card required
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 April 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.