Start transforming your probate process

Unlock your team’s potential with software designed specifically for them. No more templates on spreadsheets, build probate cases with minimal data entry and administration.

The Bereavement Index 2022

Sign up to receive your copy of the Bereavement Index direct to your inbox and uncover:

  • Where strides have been made to enhance bereavement processes in legal and financial services across the last year

  • Where work still needs to be done and why - featuring exclusive consumer insights into the process

  • What the future of bereavement looks like for legal & financial services, and the clients they serve

It’s easy to get started

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Easily create and manage cases

Always have an up-to-date overview of each estate, regardless of the complexity or duration of the case.

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.

  • "It is speeding up the way that we handle cases because the forms create themselves so the transfer of information between them is really good and saves you so much time."

    Simon Levy, Frank Brazell & Partners

  • "Since joining Exizent, I have recommended them to many other small firms who are dealing with Executry work!"

    Laura Thomson, S T Law

  • "Exizent’s Estate Accounts feature will save time and are very clear and easy to read which will be beneficial to ourselves, and also our clients."

    Nicolle Munro, DANHLAW Ltd

Efficiency across the estate administration process

DESIGNED FOR LEGAL PROFESSIONALS

Specialist software for estate administration

  •   New effortlessly produce Estate Accounts in minutes, at any stage of the administration period
  •   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

AUTOMATED ESTATE 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

Automatically generate Court and Inheritance Tax forms

REDUCE ADMIN

  •   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

Exizent in 30 seconds

Start your free 14 day trial, today

Contact our team today and get started with your free trial.