Clear, consistent correspondence for every estate
Estate administration generates a huge volume of letters. With our Correspondence feature, you can create them in seconds using templates or build them from scratch.
Dynamic fields pull the right account details, financial institution names and addresses directly from Exizent, so every letter is accurate, consistent and ready to send.
Save time
Create correspondence faster by using information already stored in your case, reducing repeated typing across letters and updates.
Accurate addresses
Use the correct correspondence address for each financial institution, applied automatically from our database.
Supports your whole team
Anyone in your team can prepare clear, consistent correspondence, making it easier to keep clients and colleagues updated.
It’s easy to get started
Preparing correspondence during estate administration often involves repeating the same information and checking that contact details are correct. Exizent brings everything together so you can create letters and updates more easily using names, roles and addresses already stored in your case. This helps reduce duplicated work and keeps your communication consistent across every matter.
Exizent also includes an up-to-date financial institution address database, so the correct correspondence address is applied automatically when you write to banks, insurers or investment providers. You avoid manual lookups, reduce the risk of using outdated details and can produce accurate letters with greater confidence.
Generate professional letters in seconds.
SAVE TIME, REDUCE ERRORS AND MAXIMISE YOUR TEAM'S EFFICIENCY
How this helps you
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Produce letters your way – start with a template for speed or build from scratch for full control
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Clicks, not code – anyone in the team can create a library of precedent templates easily, no need for complex coding
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Dynamic fields – pull case information, account details and institution names automatically
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Trusted addresses – use the Estatesearch Group Institution Bereavement Address Database for consistency
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One place to manage – download, share and store letters within the case file
''We’ve been using Exizent for three months now, and it has really streamlined and simplified the way we work. The platform makes our processes much more efficient, and we particularly value the ability to upload documents directly into each institution’s section. The automatic creation of the assets and liabilities schedule from the information we’ve input throughout a case is also a huge time-saver. We have recently trialled the new Correspondence feature which has been a game changer for us, allowing us to personalise templates which saves us so much time. Exizent has quickly become an invaluable tool for our team.”
Anna Barker, Operations Director, Squiggle Consult
