BOOK YOUR DEMO

See How Exizent Transforms Estate Administration

Built for legal professionals, Exizent helps you manage bereavement cases with greater speed, accuracy and confidence.

From automated forms to real-time data and secure collaboration, it’s everything your team needs in one intuitive platform. There’s no installation, no upfront cost and no disruption to your current workflow.

What you’ll see in the demo

1. How to Build a Case in Minutes

Minimal data entry and automatic population of key sections.

2. Automated Court & IHT Forms

See how forms pre‑populate using your case data, reducing risk and saving time.

3. Estate Accounts Without Spreadsheets

Generate clear, accurate accounts automatically.

4. Collaboration Tools

Assign tasks, track progress, upload documents, and manage everything in one place.

Ready to see Exizent in action?

Book your personalised demo today and explore how Exizent can support your team and your clients.

“Exizent has changed the way we work as a department. It allows any team member to pick things up if someone is away from the office, so cases keep moving forward. At any point we can print off a summary to update executors or colleagues.”

— Susannah Parr, Head of the Private Client Department at Nicholsons Solicitors

Streamline Bereavement Casework with Exizent

  • Automated Forms & Estate Accounts

    Generate Inheritance Tax and Court forms (PA1A, PA1P, C1, C5, IHT400, and more) and produce STEP-aligned Estate Accounts in seconds — all auto-filled and updated in real time.

  • Real-Time Financial Data & Integrations

    Access up-to-date valuations and financial information through trusted third-party integrations, reducing manual input and improving accuracy.

  • Secure, Scalable & Easy to Use

    ISO 27001 certified and cloud-based, Exizent fits seamlessly into your existing workflows — no installation, no intensive training, just instant efficiency.

  • Generate Correspondence in Seconds

    Produce letters from templates or build from scratch and use dynamic fields to populate data directly from the case details.