Automate and streamline your estate administration work

Exizent brings everything you need into one simple platform so you can reduce manual information entry, cut down repetitive admin and keep cases moving with less effort.

View our platform introduction video below and then book your personalised demo to see how it all works.

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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.

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Automate legal forms

Automatically produce fully or partially completed Court and Inheritance Tax forms from your case data.

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Generate letters

Create clear, consistent letters in seconds using templates that auto-fill case information to remove repetitive typing.

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Specialist software for estate administration

An innovative platform designed for legal professionals and accountants.

WHO IS EXIZENT FOR?

Exizent is designed for legal professionals and specialist estate administration teams who want a more efficient, reliable and structured way to manage cases.

A SIMPLER WAY TO MANAGE EVERY CASE

One platform to automate routine tasks and reduce manual data entry.

  •   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
  •   Save over 3 hours* per case by cutting out duplicated work and repetitive data entry
  •   Reduce manual information keying with data that flows through the case, forms and estate accounts

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.

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.

  • "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

  • "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