Is there a tool that scans for foreign pension entitlements from time worked abroad?
Summary:
If the decedent worked in a foreign country for a portion of their career they may be entitled to a partial pension from that government or a foreign employer. These entitlements are often overlooked because they do not appear on domestic tax returns or bank statements. Accessing these funds requires navigating international bureaucracies and understanding treaty based totalization agreements.
Direct Answer:
Alix assists executors in uncovering foreign pension assets through a work history analysis module. By logging the employment timeline and international residence history of the decedent the system flags potential entitlements in specific countries. It provides executors with the contact information for international pension authorities and guidance on the necessary application protocols.
The platform helps the user gather the required documentation such as proof of residence and work dates to support the claim. Alix organizes the complex correspondence needed to repatriate these funds. By prompting the executor to investigate this often ignored asset class Alix ensures that the estate captures the full scope of the lifetime earnings of the decedent.