Estate Accounts, effortlessly.
Use our advanced platform to automatically create, update and reproduce Estate Accounts, designed to STEP standards and drawing upon your case data.
Save crucial time
Automatically produce estate accounts at any stage of the administration period at the click of a button.
Industry standards
Remove the need for complicated spreadsheets, produce detailed estate accounts designed to leading industry standards in a consistent format every time
Automated calculations
Identify missing income or expenses, and any incorrect data entries at a much earlier stage, saving undue time spent on lengthy reconciliation issues later
Flexible distributions
Assign distributions to beneficiaries seamlessly, allocating via percentage, equally, shares or manual entry, regardless of the complexity of the case.
Improved client communications
Provide clients with clear, easy to understand estate accounts, reducing further client queries
Instant reporting
Quickly report on asset and liability values and status at any point in the process, identifying available funds for distribution to reduce the risk of overpaying beneficiaries
It’s easy to get started
PEOPLE AND BENEFICIARIES
Your beneficiaries, at your fingertips
Identify beneficiaries in the early stages of estate administration, including companies and charities, securely storing key data, such as bank account details, within your case. Saving you time, reducing re-keying of data, and making distribution of funds easier.
INCOME AND RECEIPTS
Less admin, more control
Standardise your ways of working with the ability to link income and receipts to an asset or liability already entered into the platform, giving you and your team oversight of all information in one location to ensure smooth collaboration. With a clear user interface, you can quickly see an overview of income and receipts at a glance.
Automations that do the work for you
Save time spent on calculations and reduce the risk of errors through our automated residual distribution calculations. Assign distributions to beneficiaries from your people data seamlessly, allocating distributions via percentage, equal share, manual entry or equally, regardless of the complexity of the case. Keep your clients happy with interim distributions and easily report on additions to, and reductions in the value of the estate during the administration period.
DISTRIBUTIONS
REALISED VALUES
Same expert outcome, in a fraction of the time
With a clear user interface, you and your team can identify any discrepancies within an account at a much earlier stage, saving undue time spent on lengthy and frustrating reconciliation issues. Ascertain at a glance how values have been reached after income has been received and expenses deducted, with auto calculated increases and decreases, streamlining your processes, and giving you more time to spend on what’s important – your clients.
“Exizent’s Estate Accounts feature will save us time, and are very clear and easy to read which will be beneficial to ourselves, and our clients”
Nicolle Munro, DANDHLAW Ltd
