New feature!

Introducing Correspondence

Estate administration generates a huge volume of letters. With our new 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.

Book a demo

Generate professional letters in seconds.

SAVE TIME, REDUCE ERRORS AND MAXIMISE YOUR TEAM'S EFFICIENCY

Smarter correspondence, less admin

  •   Produce letters your way - start with a template for speed or build from scratch for full control
  •   Clicks, not code - Anyone in the team can create a library of precedent templates easily, no need for complex coding
  •   Dynamic fields - pull case information, account details and institution names automatically
  •   Trusted addresses - use the Estatesearch Group Institution Bereavement Address Database for consistency
  •   One place to manage - download, share and store letters within the case file

See Correspondence in action

Book a demo to discover how Correspondence saves time, reduces errors and improves consistency.

We will walk you through generating letters, using dynamic fields and ensuring every detail is accurate with trusted address data.

  • ''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