Estate Accounts, effortlessly.

Preparing estate accounts can involve repeated calculations and manual updates, especially when information changes during the course of an estate.

Exizent helps you work more efficiently by carrying information forward, updating figures automatically and keeping everything in one place. You stay focused on progressing the matter instead of managing spreadsheets or rekeying details.

What this means for you

  • Less time spent preparing and updating estate accounts

  • Clear, consistent outputs your team can trust

  • Fewer manual calculations and fewer opportunities for errors

  • A smoother way to explain figures to clients and executors

  • A standard approach that supports accuracy across all estates

  • Better visibility of the financial picture at every stage

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Save time on routine tasks

You can produce estate accounts at any stage with far less manual effort. Figures update as your case progresses so you spend less time repeating steps.

Consistent, professional layouts

Estate accounts follow a clear, industry‑standard structure that is easy to understand. You can also export them as an editable document for full flexibility.

Fewer manual calculations

Income, expenses and adjustments are applied automatically so you can identify discrepancies earlier and reduce the time spent on reconciliations.

Clearer, flexible distributions

Assign distributions to beneficiaries in the way that suits the estate, including percentages, equal shares or manual entry.

Easier client communications

Provide clients with straightforward estate accounts that reduce follow‑up questions and help show how figures have been reached.

Clear reporting when you need it

See asset and liability values at a glance and produce updates at any time, helping you track progress and avoid overpayments.

It’s easy to get started

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Everything you need to manage estate accounts with confidence

Your beneficiaries, clearly organised

Identifying beneficiaries early in estate administration helps reduce repeated data entry and keeps key information consistent across the case. Exizent stores people, roles and essential details in one place so you can use them whenever needed.

PEOPLE AND BENEFICIARIES

How this helps you

  •   Clear visibility of every person linked to the estate
  •   Key details stored securely and updated in one place
  •   Less repeated typing when preparing distributions

Less admin, more control

Link income and receipts directly to the assets and liabilities already stored in your case. Exizent keeps everything together so you and your team can view and update financial details without relying on separate spreadsheets or repeated data entry.

INCOME AND RECEIPTS

How this helps you

  •   A clear overview of income and receipts at a glance
  •   Less manual tracking across multiple documents
  •   More confidence that figures stay accurate as the case progresses

Automations that do the work for you

Exizent helps you prepare distributions with fewer manual steps by linking beneficiary details, percentages and values directly to the information already stored in your case. You keep everything consistent, reduce repeated data entry and can produce clear summaries whenever needed.

DISTRIBUTIONS

How this helps you

  •   Distributions assigned quickly using existing beneficiary information
  •   Clear, consistent outputs you can share with executors and colleagues
  •   Less manual calculation for interim or final distributions
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Same expert outcome, in a fraction of the time

Realised values bring income, expenses and adjustments together in one place so you can understand how figures have been reached throughout the estate. Exizent helps you identify issues earlier, reduce repeated checks and keep every matter moving with more confidence.

REALISED VALUES

How this helps you

  •   A clear view of how values have been reached across the estate
  •   Less time spent identifying discrepancies or repeating calculations
  •   More confidence when sharing financial updates with colleagues and executors

“Exizent frees us up to focus on more complex and sensitive aspects of estate administration ultimately improving both our efficiency and the service we provide to clients. It has genuinely transformed the way we work making our processes smoother, faster and far more reliable.”

Michelle McAlpine, Paralegal, Moore Marshall Solicitors