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Connect with vetted experts for probate, inheritance, and more.

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Personalized matches based on your needs.

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A friendly financial advisor discussing options with a client in a cozy office.
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A person reading educational articles on a tablet about inheritance and taxes.
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A simple, clean form on a laptop screen ready to be filled out for advisor matching.

Trusted Financial Connections

We help you find SEC and FINRA-registered advisors who specialize in post-probate and inheritance planning, all at no cost to you.

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A friendly financial advisor warmly shaking hands with a client in a cozy office setting.

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A friendly advisor shaking hands with a client in a cozy office setting.

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A person reading educational articles on a laptop at a kitchen table.
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Close-up of hands reviewing financial documents with a calculator nearby.
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Reviews

What our users say about rex one advisor match

I was matched quickly with an advisor who truly understood my inheritance situation and helped me plan wisely.

Linda M.
Portrait of a smiling middle-aged woman with short brown hair.
Portrait of a smiling middle-aged woman with short brown hair.

Austin TX

The process was simple and free, and the advisor I connected with gave me clear advice on tax savings after probate.

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Photo of a thoughtful man in his 40s sitting at a desk with financial documents.
James K.

Denver CO

★★★★★
★★★★★
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