About
Provided by Exizent Ltd
Exizent's Legal Service specialist software for estate administration designed for legal services and accountants:
- Reduce delays and provide better experience for clients
- Improve visibility of workloads with a centralised system which allows to assign work, change case owners and collaborate on cases.
- With an easy to navigate user interface, Exizent's platform is adopted quickly and seamlessly into the current practices.
- The users can easily search and locate documents within their case through keyword searches.
The user can create, update and reproduce Estate Accounts
- Produce detailed accounts with a clean and consistent layout, making it easier to understand
- Standardise the 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
Exizent's platform reduces admin as the user can automatically generate completed Court and Inheritance Tax forms
- Populate IHT400 schedules with data from the case, calculating schedule totals and replicating that information through to IHT400.
- Save the team's time and laborious administration.
- Improve accuracy and reduce risk of data being copied across incorrectly
Chambers Review
Exizent is an SaaS platform for managing probate cases. It allows users to produce clear and simple estate accounts quickly, and can auto-populate court forms and IHT400 schedules for inheritance tax purposes.
Work Highlights
- Probate solicitors used the Exizent platform to accelerate and streamline day-to-day tasks in probate, wills and trusts matters, employing its automated form-filling tool resulting in efficiency gains.
Strengths
Provided by Chambers
"The Exizent platform is very clear and straightforward for myself and my clients."
"Exizent has a good system. The team are always happy to help and no question is silly. They are very responsive and available all the time."
"The Exizent platform is very clear and straightforward for myself and my clients."
"Exizent has a good system. The team are always happy to help and no question is silly. They are very responsive and available all the time."