Save over 3 hours* per case

With our automation of Inheritance Tax and Court forms, plus automated Estate Accounts you and your team can save over 3 hours* per case. See for yourself with our 14-day free trial. No installations. No credit cards. Simply click below to get started.

  • "Exizent's interface is intuitive and very easy to navigate. Plus with a dedicated customer success team on hand, for any issues we may have, it's been a dream to use!"

    Kate Waddams, Partner

  • "The platform is proving to be a great help to our private client department and the UI is incredibly straightforward."

    Jacob Ramsay, Operations Manager

  • "As a small department, Exizent has saved us time and effort with its innovative user-friendly design and auto generation of forms."

    Jack Parton, Trainee Solicitor

  • "Exizent is very easy to use and intuitive. It covers an extensive range of simple and complex scenarios whilst taking the laborious work of manually completing forms and carrying out calculations which ensures accuracy and speed of estate administration."

    Alan Hewitt, Head of Financial Services

  • "Exizent's platform allows me to manage my executry cases, including keeping track of all assets, liabilities, income & expenses, plus pre-population of the relevant forms for HMRC and Scottish Courts - it really has been a brilliant platform for me."

    Laura Thomson, Sole Practitioner

 

Easily create and manage cases

No more templates or spreadsheets, build probate cases with minimal data entry and administration.

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.

 

Flexible pricing plans with no surprises 

Choose the plan that works for you and your team. Our pricing plans are flexible so you can get - and pay for - exactly what you need.

Efficiency across the estate administration process

DESIGNED FOR LEGAL PROFESSIONALS AND ACCOUNTANTS

Specialist software for estate administration

  •   Reduce delays and provide a better experience for your clients
  •   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

DETAILED 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

REDUCE ADMIN

Automatically generate completed Court and Inheritance Tax forms

  •   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

SECURITY

Your security, our priority

  •   Role-based permissions, helping you restrict features and control over cases
  •   Fault-tolerant back-ups on modern serverless architecture
  •   All communications and data transfer handled through TLS and HTTPS
  •   Data encrypted at rest, secured with 256-bit AES server-side encryption

*Average time saving is based on manual production of court forms, IHT400 Inheritance Tax forms and Estate Accounts within a testing environment.

“Constantly and actively looking to improve outcomes for our customers has kept us at the forefront of legal innovation for over 30 years. Working with Exizent just makes sense.”

- Charlotte Grant, CEO

Exizent in 30 seconds

Want to start saving 3 hours per case?

Challenge yourself, with Exizent's free 14 day trial! Get instant access to our platform and find out why firms around the UK use Exizent to manage their probate cases, reduce time and most importantly, save time!
  •   No credit card needed
  •   No installations
  •   Get immediate access to Exizent
  •   Invite up to two colleagues to join your trial
 

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