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

Provided by Chambers
LawTech Consumer Services - Global-wide
1
Band 1
What the Team is Known For

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

Provided by Exizent Ltd
  • 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