Estate administration, including probate and executry cases, involves significant manual effort in preparing estate accounts, inheritance tax forms, and court documents. This process is often time-consuming, requiring legal professionals to spend hours on each case, and can be challenging for grieving clients. Traditional methods rely on templates, spreadsheets, and third-party automation tools, leading to inefficiencies and potential errors.

Exizent offers a cloud-based platform designed to automate and streamline estate administration for law firms and accountants. The platform centralizes case data and automates the generation of estate accounts, inheritance tax forms (IHT400 and schedules), and court documents. By reducing manual data entry and automating calculations, Exizent significantly reduces the time required to process probate and executry cases. The platform also facilitates collaboration among team members with secure online remote access, improving efficiency and client service.

Automated generation of legal forms, including IHT400 schedules and PA1A, directly from case data

Estate account creation aligned to STEP standards, drawing upon case data and post-death income/expenses

Estate discovery feature providing real-time access to deceased individual's credit file, including bank accounts and mortgages

Secure, cloud-based platform accessible from anywhere, facilitating remote collaboration

Role-based access control for managing team access to cases and data

Integration of all necessary tools within the platform, eliminating the need for external templates or spreadsheets

Automatic updates to case forms, documents, and accounts as case data changes, reducing rework and improving accuracy

Exizent primarily targets law firms and accountancy practices that handle probate and executry cases, seeking to improve efficiency and client service in estate administration.

Exizent operates on a standard monthly-fees contract.