Start transforming your estate administration process

Unlock your team’s potential with software designed specifically for them. No more templates on spreadsheets, build probate cases with minimal data entry and admin.

Talk to our team

"We've used Exizent's Estate discovery feature in cases where we didn't know about any assets or liabilities. It was fantastic, we located the deceased's main bank account and some credit cards straight away. It's incredibly useful and gives us results within seconds instead of weeks - we're going to save a lot of time."

Hayley Palmer, Probate Executive

Exizent is the clear-cut choice for legal professionals that want to improve their estate administration process

Easily create and manage cases

Create and manage all your cases in one place, with the ability to collaborate and assign work to your colleagues. Always have an up-to-date overview on each estate, regardless of the complexity or duration of the case.

Simplify estate discovery

Quickly locate unknown assets and financial liabilities associated with an estate, with integrated Estate discovery. Confirm and validate known assets more reliably, with the click of a button.

Quickly generate legal forms

Automatically produce fully or partially completed Court and Inheritance Tax forms from your case data. Minimising data re-entry and improving accuracy, our platform greatly reduces the time taken to complete your forms.

Let us show you

"The auto-population of the forms is amazing and as a sole practitioner, with no admin support, a huge saving of time."

Laura Thomson, Principal

Take your estate administration process to new heights

Specially designed for legal teams, our straightforward cloud-based platform allows you to start your probate or confirmation journey, without the need for intensive training or complicated configuration.

TIME SAVING

Save time with secure document management

Our specialist software allows you to securely upload, save and store documents, organised against the case or individual assets and liabilities

Generate documents in seconds using in-platform templates auto-filled with client and case information
Easily search and locate documents within your case through keyword searches
Collaborate effectively with your team with our consistent approach to document storage

REDUCE ADMIN

Automated completion of court & IHT forms

Automatically produce and export fully or partially completed Court and Inheritance Tax forms from the data within your case

Populate IHT400 schedules with data from your case, calculating schedule totals and replicating that information in the IHT400
Save your team time and laborious administration
Improve accuracy and reduce risk of data being copied across incorrectly

QUICKLY VERIFY

Locate assets and liabilities, without the hassle

Access a deceased individual's financial information, from bank accounts to mortgages, directly on our platform at the click of a button

Removing the burden and reliance on client knowledge
Improve due diligence with minimal effort and certify there are no hidden assets or liabilities
Reduce time spent contacting institutions where assets are unknown

“As a supervisor it’s great because I can get an overview immediately of each case we’re working on. In probate it can sometimes be difficult to differentiate the details of one case from another as there is so much paperwork and information coming into the office every day. But with Exizent everything is really easy to see so I don’t need to rely upon my memory, file notes or spreadsheets as everything is captured on the case’s dashboard on Exizent.”

Tim Wilson, Director

Hughes Parry Solicitors

Start your probate journey with Exizent

Schedule a zero-obligation demo tailored around your business to learn how Exizent can help you and your team.