FAQs

Is this service free?

Yes, rex one advisor match is completely free for users.

How do I get matched?

Answer a few simple questions, and we connect you with vetted advisors.

Are advisors pre-screened here?

Yes, all advisors are SEC or FINRA registered and carefully vetted before joining.

Is my data kept private?

Absolutely, your information is only used for matching purposes.

Am I obligated to hire?

No, you can connect without any obligation to hire an advisor.

Contact Us

A friendly financial advisor speaking with a client in a cozy office setting.
A friendly financial advisor speaking with a client in a cozy office setting.

Reach out anytime to connect with advisors who understand your inheritance needs.

Our Services

Connect with trusted advisors for your post-probate and inheritance needs.

Free Match

Answer a few simple questions; get matched with vetted financial advisors.

Person filling out a short online questionnaire on a laptop in a bright, cozy room.
Person filling out a short online questionnaire on a laptop in a bright, cozy room.
Expert Network

Only SEC/FINRA-registered professionals qualified in probate and inheritance.

No pressure to hire—just connections built on your needs and privacy.

Resources
Stack of educational articles and resources about investing and tax savings on a wooden desk.
Stack of educational articles and resources about investing and tax savings on a wooden desk.
Smiling advisor consulting with an individual in a comfortable office setting.
Smiling advisor consulting with an individual in a comfortable office setting.