Exizent helps you complete estate administration tasks with more accuracy and far less repetitive work
You can prepare clear estate accounts, complete IHT and court forms and create consistent correspondence using the information already held in your case. This reduces manual effort, supports confidence in your figures and gives your team a clearer way to move each matter forward.
View our platform introduction video below and then book your personalised demo to see how it all works.
With Exizent, you reduce the amount of repetitive work in every estate you manage.
Information carries across the areas where you need it, which helps you work more accurately and with less effort. You also have a clearer way to keep cases moving and share updates with colleagues or clients when needed.
You benefit from:
- A single place to store and manage case information
- Less manual rekeying across forms and documents
- A clearer view of assets, liabilities and key case details
- Fewer errors and delays caused by duplicated information
- More consistent outputs across your team
- Better visibility of progress on every matter
- Time saved on routine steps, without adding complexity
Watch how Exizent supports your estate administration work
Specialist software for estate administration
One platform to help you reduce repetitive work and keep every case moving with less effort.
WHO IS EXIZENT FOR?
Exizent is designed for legal professionals, accountants and specialist estate administration teams who want a more efficient, reliable and structured way to manage cases.
A SIMPLER WAY TO MANAGE EVERY CASE
Create and manage cases in one place without relying on templates or spreadsheets- Reduce delays and give clients a smoother, more reassuring experience
- See workloads clearly with a centralised system that lets you assign work and collaborate with ease
- Easy for teams to learn, with a simple interface that fits naturally into your current processes
- Quickly find the documents you need with fast, accurate keyword search
- Reduce manual information keying with data that flows through the case, forms and estate accounts
- Many firms save up to 3 hours* per case by cutting out duplicated work and repeated data entry
SECURITY
Keeping your data safe at every step
- Control who can see and do what with clear role-based permissions
- Reliable back-ups on secure, modern cloud infrastructure
- Data encrypted at rest using strong 256-bit AES encryption
*Average time saving is based on manual production of court forms, IHT400 Inheritance Tax forms and Estate Accounts within a testing environment.
Work smarter, with less manual input
Exizent helps you automate routine work and streamline the whole process so your team has more time to focus on higher‑value tasks.
Simplify Estate Accounts
Automatically create, update and reproduce Estate Accounts, designed towards STEP standards and drawing upon your case data.
Automate legal forms
Automatically produce fully or partially completed Court and Inheritance Tax forms from your case data.
Generate letters
Create clear, consistent letters in seconds using templates that auto-fill case information to remove repetitive typing.
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.
-
![Image is not available.]()
"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
-
![A white computer keyboard with a person’s hand typing on it, set on a wooden desk.]()
"The platform is proving to be a great help to our private client department and the UI is incredibly straightforward."
Jacob Ramsay, Operations Manager
-
![Black background with white text reading 'mb' in lowercase.]()
"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
-
![Logo with the text 'ST Law' in black on a gray oval background]()
"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
-
![Warrens solicitors and estate agents logo with black text and a stylized grey and black graphic above the text.]()
"A simple update or change needed within an IHT400 form needs to be reflected across the entire form. Exizent swiftly automates this process ensuring accuracy and saving hours, if not days, of repetitive, detailed administration relating to form completion, while also removing any chance of human error.”
Lara Waddell, Legal Assistant
-
![Nicholson Solicitors logo in gray and white.]()
"Exizent has changed the way we work as a department. It allows any team member to pick things up if someone is away from the office, so cases keep moving forward. At any point we can print off a summary to update executors or colleagues.”
Susannah Parr, Head of Private Client
