An easier way to manage estate administration
Estate administration takes time. The Exizent platform helps you complete key tasks faster by bringing your information together, reducing repetition and supporting accuracy across every matter.
Start your free trial today or book a demo below.
The challenges you deal with everyday
Estate administration is detailed and often repetitive.
You may find yourself juggling information stored in different places, repeating data entry, carrying out time consuming calculations and spending long periods checking for accuracy. These challenges slow down progress and add pressure to your team.
You deserve tools that make the process easier, not more complicated.
How Exizent Supports Your Work
Exizent helps your team work confidently by carrying information forward, keeping everything organised and reducing the amount of admin you handle manually.
Streamline your workload, enhance collaboration, and deliver exceptional client outcomes with a platform built specifically for legal professionals like you.
You focus on client work while the platform supports the steps behind the scenes.
Our Solutions
Our innovative technology allows you to automate and streamline key estate administration tasks.
Estate Accounts
Exizent uses the information you add to help you prepare clear, Step format estate accounts with far less manual work. Figures update as your case progresses and you avoid repetitive calculations.
What this means for you:
- Less time spent building accounts
- More confidence in the figures
- A consistent approach across your team
- Clear summaries that are easier to share with clients
Inheritance Tax Forms
Exizent helps you complete IHT400 and selected schedules by using the details already stored in your case. You avoid retyping information and reduce the risk of errors slowing you down.
What this means for you:
- Faster form preparation
- Fewer mistakes to correct
- Less back and forth within the team
- More time for client facing work
Court Forms
Exizent helps you produce court forms such as PA1A and C1 by drawing on your existing case information. You stay focused on the legal work while routine steps become easier.
What this means for you:
- Shorter preparation time
- A smoother review process
- Clearer, more consistent outputs
- Less duplication across your team
Correspondence
Exizent helps you prepare accurate and consistent estate letters by using the information already in your case. It also uses AI technology to automatically populate the correct correspondence address for the financial instituiton you are writing to.
What this means for you:
- Quicker turnarounds
- Consistent language across your team
- Less time spent rewriting details
- Better visibility of all communications
Why Legal Teams Choose Exizent
You reduce repetitive admin - You work with more confidence in your figures
- You improve consistency across all matters
- You can support both probate and executry workflows
- You get a clearer view of every case
- You minimise risk without extra effort
- You improve turnaround times for clients
Exizent supports your expertise. It does not replace it.
