Save over 3 hours* per case
With our automation of Inheritance Tax and Court forms, plus automated Estate Accounts you and your team can save over 3 hours* per case. See for yourself with our 14-day free trial. No installations. No credit cards. Simply click below to get started.
Easily create and manage cases
No more templates or spreadsheets, build probate cases with minimal data entry and administration.
Automate Estate Accounts
Automatically create, update and reproduce Estate Accounts, designed towards STEP standards and drawing upon your case data.
Quickly generate legal forms
Automatically produce fully or partially completed Court and Inheritance Tax forms from your case data.
Flexible pricing plans with no surprises
Choose the plan that works for you and your team. Our pricing plans are flexible so you can get - and pay for - exactly what you need.
Efficiency across the estate administration process
DESIGNED FOR LEGAL PROFESSIONALS AND ACCOUNTANTS
Specialist software for estate administration
- Reduce delays and provide a better experience for your clients
- Improve visibility of workloads with a centralised system which allows you to assign work, change case owners and collaborate on cases
- With an easy to navigate user interface, our platform is adopted quickly and seamlessly into your current practices
- Easily search and locate documents within your case through keyword searches
DETAILED ACCOUNTS
Create, update and reproduce Estate Accounts
- Produce detailed accounts with a clean and consistent layout, making it easier to understand
- Standardise your ways of working, with Estate Accounts designed to leading industry standards
- Be alerted to discrepancies within an account at a much earlier stage, saving undue time spent on lengthy investigations
- Assign distributions to beneficiaries seamlessly, allocating via percentage, equal share, or manual entry
REDUCE ADMIN
Automatically generate completed Court and Inheritance Tax forms
- Populate IHT400 schedules with data from your case, calculating schedule totals and replicating that information through to IHT400
- Save your team time and laborious administration
- Improve accuracy and reduce risk of data being copied across incorrectly
QUICKLY VERIFY
Locate assets and liabilities, without the hassle
- Remove the burden and reliance on client knowledge
- Improve due diligence with minimal effort and certify there are no hidden assets or liabilities
- Reduce time spent contacting institutions where assets are unknown
SECURITY
Your security, our priority
- Role-based permissions, helping you restrict features and control over cases
- Fault-tolerant back-ups on modern serverless architecture
- All communications and data transfer handled through TLS and HTTPS
- Data encrypted at rest, secured with 256-bit AES server-side encryption
*Average time saving is based on manual production of court forms, IHT400 Inheritance Tax forms and Estate Accounts within a testing environment.
“Constantly and actively looking to improve outcomes for our customers has kept us at the forefront of legal innovation for over 30 years. Working with Exizent just makes sense.”
- Charlotte Grant, CEO
Exizent in 30 seconds
Want to start saving 3 hours per case?
- No credit card needed
- No installations
- Get immediate access to Exizent
- Invite up to two colleagues to join your trial
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