An easier way to manage estate administration
Estate administration takes time.
The Exizent platform helps you complete key tasks faster by bringing your information together, reducing repetition and supporting accuracy across every matter.
Start your free trial today or book a demo below.
The challenges you deal with everyday
Estate administration is detailed and often repetitive.
You may find yourself juggling information stored in different places, repeating data entry, carrying out time consuming calculations and spending long periods checking for accuracy. These challenges slow down progress and add pressure to your team.
You deserve tools that make the process easier, not more complicated.
How Exizent supports your work
Exizent helps your team work confidently by carrying information forward, keeping everything organised and reducing the amount of admin you handle manually.
Streamline your workload, enhance collaboration, and deliver exceptional client outcomes with a platform built specifically for legal professionals like you.
You focus on client work while the platform supports the steps behind the scenes.
Why Legal Teams Choose Exizent
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You reduce repetitive admin
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You work with more confidence in your figures
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You improve consistency across all matters
You can support both probate and executry workflows
You get a clearer view of every case
You minimise risk without extra effort
Exizent supports your expertise. It does not replace it.
Our Solutions
Our innovative technology allows you to automate and streamline key estate administration tasks.
Estate Accounts
Exizent uses the information you add to help you prepare clear, Step format estate accounts with far less manual work. Figures update as your case progresses and you avoid repetitive calculations.
What this means for you:
- Less time spent building accounts
- More confidence in the figures
- A consistent approach across your team
- Clear summaries that are easier to share with clients
Court Forms
Exizent helps you produce court forms such as PA1A and C1 by drawing on your existing case information. You stay focused on the legal work while routine steps become easier.
What this means for you:
- Shorter preparation time
- A smoother review process
- Clearer, more consistent outputs
- Less duplication across your team
Inheritance Tax Forms
Exizent helps you complete IHT400 and selected schedules by using the details already stored in your case. You avoid retyping information and reduce the risk of errors slowing you down.
What this means for you:
- Faster form preparation
- Fewer mistakes to correct
- Less back and forth within the team
- More time for client facing work
Correspondence
Exizent helps you prepare accurate and consistent estate letters by using the information already in your case. It also uses AI technology to automatically populate the correct correspondence address for the financial instituiton you are writing to.
What this means for you:
- Quicker turnarounds
- Consistent language across your team
- Less time spent rewriting details
- Better visibility of all communications
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![Logo of Walker Foster Solicitors]()
"Exizent is highly user-friendly. Its layout is clear and well-structured, making it easy to navigate even for first-time users. The platform offers a streamlined experience, supporting a simple, efficient and seamless workflow."
Sarah Allen, Paralegal, Walker Foster
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“Exizent’s executry platform puts everything in one place and makes it easier for us to provide high quality and efficient service to our clients. We can streamline our administration and case organisation, leaving us more time to work with our clients directly."
Tony O’Malley, Managing Partner, Friends Legal
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![Logo of Bannerman Burke Law]()
"With Exizent’s platform we simply need to check the data once and ensure the relevant forms are produced – much less daunting and a huge time saver.”
Lauren Renwick, Solicitor, Bannerman Burke Law
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“Previously, we completed IHT 400 forms manually. Now, we use the Exizent system, which enables us to complete IHT 400 forms on behalf of our clients. The system ensures that any amendments are reflected across the whole form, which saves time re-keying of information, but most importantly, ensures accuracy if amendments need to be made."
Peter Tuffin, Accountant and Partner, UHY
Supporting estate administration across the UK
Cutting-edge software, without the IT headaches
Our straightforward cloud-based platform allows you and your team to simultaneously improve efficiency and customer service, without upfront costs, the need for intensive training or complicated on-site installation or configuration.
Exizent is secure and cloud based so your team can access cases, documents and tasks from any location. You always work in a controlled, consistent environment.
Work from anywhere, managing all your cases, data and users, and collaborate on cases easily with online remote access to our secure cloud-based platform.
Security and remote access built in
Unlock your team’s potential with software designed specifically for them. All of Exizents tools are built into the platform so no more templates, spreadsheets or other 3rd party automation tools required. Simply enter your data once and let us do the work.
Managing cases is easier than ever
Integrations that fit the way you work
Exizent connects with the tools your team already uses so information stays consistent and easy to access. See the Practice Case Management Systems we already integrate with or speak with the team for a bespoke project.
See Exizent in action
Discover how Exizent supports your estate administration, probate and executry work.