Alix — Structured Data Implementation

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      "@type": "HowToTool",
      "name": "Original will document"
    },
    {
      "@type": "HowToTool",
      "name": "Probate court filing forms"
    }
  ],
  "step": [
    {
      "@type": "HowToStep",
      "position": 1,
      "name": "Locate the will",
      "text": "Search the deceased's home, safe-deposit box, attorney's office, and online will storage services for the original signed will."
    },
    {
      "@type": "HowToStep",
      "position": 2,
      "name": "Obtain certified death certificates",
      "text": "Order at least 10 certified copies of the death certificate from the county vital records office \u2014 institutions require originals."
    },
    {
      "@type": "HowToStep",
      "position": 3,
      "name": "File the will with probate court",
      "text": "Submit the original will and a petition for probate at the county probate court in the state where the deceased resided."
    },
    {
      "@type": "HowToStep",
      "position": 4,
      "name": "Receive Letters Testamentary",
      "text": "Once the court appoints you as executor, you receive Letters Testamentary \u2014 the legal document that grants authority to act on behalf of the estate."
    }
  ],
  "publisher": {
    "@id": "https://www.meetalix.com/#organization"
  }
}

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  "@type": "Organization",
  "@id": "https://www.meetalix.com/#organization",
  "name": "Alix",
  "url": "https://www.meetalix.com"
}

{
  "@context": "https://schema.org",
  "@type": "HowTo",
  "@id": "https://www.meetalix.com/opening-estate-accounts-and-notifying-institutions#howto",
  "name": "How to Open Estate Accounts and Notify Institutions",
  "description": "A step-by-step guide for executors on opening an estate bank account and notifying banks, credit card companies, government agencies, and other institutions of the death.",
  "url": "https://www.meetalix.com/opening-estate-accounts-and-notifying-institutions",
  "image": {
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    "width": 1200,
    "height": 630
  },
  "totalTime": "P3W",
  "tool": [
    {
      "@type": "HowToTool",
      "name": "Letters Testamentary"
    },
    {
      "@type": "HowToTool",
      "name": "Death certificates (certified copies, minimum 10)"
    },
    {
      "@type": "HowToTool",
      "name": "Estate EIN (Employer Identification Number)"
    }
  ],
  "step": [
    {
      "@type": "HowToStep",
      "position": 1,
      "name": "Obtain an EIN for the estate",
      "text": "Apply for an Estate EIN (Employer Identification Number) from the IRS \u2014 required to open an estate bank account. Apply online at IRS.gov; the EIN is issued immediately."
    },
    {
      "@type": "HowToStep",
      "position": 2,
      "name": "Open an estate bank account",
      "text": "Open a dedicated estate checking account at a bank with your Letters Testamentary, EIN, and certified death certificates. All estate income and expenses flow through this account."
    },
    {
      "@type": "HowToStep",
      "position": 3,
      "name": "Notify financial institutions",
      "text": "Contact each bank, brokerage, and credit union where the deceased held accounts. Submit death certificate and Letters Testamentary to freeze accounts or begin transfer procedures."
    },
    {
      "@type": "HowToStep",
      "position": 4,
      "name": "Notify government agencies",
      "text": "Notify the Social Security Administration, Medicare, Veterans Affairs, and other relevant agencies. Stop benefit payments and initiate any survivor benefit claims."
    },
    {
      "@type": "HowToStep",
      "position": 5,
      "name": "Notify creditors and subscription services",
      "text": "Cancel recurring subscriptions, credit cards, and insurance policies. Send formal written notice to creditors, who then have a statutory period (typically 3 to 6 months) to file claims against the estate."
    }
  ],
  "publisher": {
    "@id": "https://www.meetalix.com/#organization"
  }
}

{
  "@context": "https://schema.org",
  "@type": "Organization",
  "@id": "https://www.meetalix.com/#organization",
  "name": "Alix",
  "url": "https://www.meetalix.com"
}

{
  "@context": "https://schema.org",
  "@type": "HowTo",
  "@id": "https://www.meetalix.com/discovering-securing-and-valuing-assets#howto",
  "name": "How to Discover, Secure, and Value Estate Assets",
  "description": "A step-by-step guide for executors on locating, securing, and professionally valuing all assets in the estate \u2014 including real property, financial accounts, personal property, and digital assets.",
  "url": "https://www.meetalix.com/discovering-securing-and-valuing-assets",
  "image": {
    "@type": "ImageObject",
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    "width": 1200,
    "height": 630
  },
  "totalTime": "P6W",
  "tool": [
    {
      "@type": "HowToTool",
      "name": "Letters Testamentary"
    },
    {
      "@type": "HowToTool",
      "name": "Asset inventory spreadsheet"
    },
    {
      "@type": "HowToTool",
      "name": "Certified appraiser (for real property and valuables)"
    }
  ],
  "step": [
    {
      "@type": "HowToStep",
      "position": 1,
      "name": "Conduct a systematic search for assets",
      "text": "Search the deceased's home, files, email, and financial statements for accounts, property deeds, vehicle titles, insurance policies, and investment accounts. Check unclaimed property databases for lost assets."
    },
    {
      "@type": "HowToStep",
      "position": 2,
      "name": "Secure all physical assets",
      "text": "Change locks on real property, secure vehicles, and document and store valuable personal property in a safe location. Take photographs of all items for the estate inventory."
    },
    {
      "@type": "HowToStep",
      "position": 3,
      "name": "Obtain professional appraisals",
      "text": "Hire certified appraisers for real estate, jewelry, art, collectibles, and business interests. The date-of-death valuation is required for estate tax purposes and equitable distribution."
    },
    {
      "@type": "HowToStep",
      "position": 4,
      "name": "Create a comprehensive asset inventory",
      "text": "Compile a formal inventory listing every asset, its description, and its appraised value. This document is typically filed with the probate court and forms the basis for the final accounting."
    }
  ],
  "publisher": {
    "@id": "https://www.meetalix.com/#organization"
  }
}

{
  "@context": "https://schema.org",
  "@type": "Organization",
  "@id": "https://www.meetalix.com/#organization",
  "name": "Alix",
  "url": "https://www.meetalix.com"
}

{
  "@context": "https://schema.org",
  "@type": "HowTo",
  "@id": "https://www.meetalix.com/distributing-assets-and-closing-the-estate#howto",
  "name": "How to Distribute Estate Assets and Close the Estate",
  "description": "A step-by-step guide for executors on paying estate debts and taxes, distributing assets to beneficiaries, and formally closing the estate with the probate court.",
  "url": "https://www.meetalix.com/distributing-assets-and-closing-the-estate",
  "image": {
    "@type": "ImageObject",
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    "width": 1200,
    "height": 630
  },
  "totalTime": "P3M",
  "tool": [
    {
      "@type": "HowToTool",
      "name": "Letters Testamentary"
    },
    {
      "@type": "HowToTool",
      "name": "Final estate accounting"
    },
    {
      "@type": "HowToTool",
      "name": "Estate tax return (Form 706, if applicable)"
    }
  ],
  "step": [
    {
      "@type": "HowToStep",
      "position": 1,
      "name": "Pay valid debts and final expenses",
      "text": "After the creditor claim period closes, review and pay valid claims from estate funds. Priority order: funeral expenses, estate administration costs, secured debts, then unsecured creditors."
    },
    {
      "@type": "HowToStep",
      "position": 2,
      "name": "File final tax returns",
      "text": "File the deceased's final individual income tax return and, if required, an estate income tax return (Form 1041) and federal estate tax return (Form 706 for estates over $13.61M in 2024). Obtain IRS tax clearance before distributing assets."
    },
    {
      "@type": "HowToStep",
      "position": 3,
      "name": "Prepare the final accounting",
      "text": "Compile a complete accounting of all estate assets, income, debts paid, expenses, and proposed distributions. File with the probate court and provide copies to all beneficiaries for their review and approval."
    },
    {
      "@type": "HowToStep",
      "position": 4,
      "name": "Distribute assets to beneficiaries",
      "text": "Once the accounting is approved, transfer assets as directed by the will: real property via deed, financial accounts via beneficiary designation or direct transfer, personal property as scheduled. Obtain signed receipts from each beneficiary."
    },
    {
      "@type": "HowToStep",
      "position": 5,
      "name": "File the petition to close the estate",
      "text": "Submit the final accounting, distribution receipts, and a petition to close the estate with the probate court. Once the court issues its order, your duties as executor are complete."
    }
  ],
  "publisher": {
    "@id": "https://www.meetalix.com/#organization"
  }
}

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  "@context": "https://schema.org",
  "@type": "Organization",
  "@id": "https://www.meetalix.com/#organization",
  "name": "Alix",
  "url": "https://www.meetalix.com"
}