Automatically generate Inheritance Tax and Court forms, populated with your case data and identifying any necessary form whenever an eligible asset is added to your case.
Forms include IHT400, select schedules, C1 and PA1A forms Significantly reduces rekeying and time spent on complex financial calculations Improve accuracy and reduce risk of data being copied across incorrectly Save your team time and laborious administration
Automatically create, update, and reproduce Estate Accounts at any stage of the administration period, in seconds, drastically cutting down the time spent on tiresome calculations and data entry.
Designed and produced to STEP standards Provide your clients with clear, easy to understand estate accounts Assign distributions to beneficiaries seamlessly Save crucial time with accounts automatically created at any 
Easily create and manage all your cases in one place, assigning members of your team to work together with more clarity and efficiency.
Intuitive integrations to save even more time by accessing a deceased individual's financial information in real time Improve visibility of workloads with a centralised system which allows you to assign work, change case owners and collaborate on cases An easy to navigate user interface, Exizent is adopted quickly and seamlessly into your current practicesChallenge yourself, with Exizent's free 14 day trial! Get instant access to our platform and find out why firms around the UK use Exizent to manage their probate cases, reduce time and most importantly, save time!
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