3 ways Exizent can help overcome resourcing issues for teams managing probate

3 ways Exizent can help overcome resourcing issues for teams managing probate

Resourcing issues are a very real thing in every sector, particularly those that rely on timely action to provide the best customer service – sectors like legal probate.

In a sector under considerable strain – particularly due to the aftermath of COVID bringing a stark number of unexpected deaths and unorganised estate affairs – none of those scenarios sound ideal for yourself, for the client in question, or for those that get brought into the process. So, what is the alternative?

Exizent lets you share case knowledge, data, and documents at the click of a button

The Exizent digital dashboard allows users to save all asset values, documents, court and IHT forms, and information about the people involved in a case in one centralised, secure cloud location. With our permissions feature, if you are suddenly short of a staff member working on a case, the company admin can easily assign another colleague to begin working on that case, giving them the ability to view all previous activity without a lengthy handover and the need to cipher through numerous documents stored in a number of different places. What’s more, Exizent standardises the process so it is easy for an individual to pick up and understand someone else’s work, as it is created and saved in the same way as every other case.

You do not need to have legal knowledge to use the platform

The Exizent system has been carefully created to allow administrative staff, such as paralegals and legal secretaries, to easily manage the admin processes involved in bereavement, like recording assets and updating values as they are received and generating forms. This leaves skilled professionals with the time to focus on more complex or sensitive tasks like managing tax implications and having client discussions, as well as sanity checking values and forms before submission so that their professional time and expertise is used where their skillset can add most value.

You can speed up the time intensive processes involved in bereavement handling, to save time when you need it most

As the old saying goes: “work smarter, not harder”. Exizent helps speed up the process of identifying assets and liabilities in an estate via our Estate discovery feature. It also prepopulates your case data in numerous court and IHT forms and lays out a consistent, efficient way of managing your cases from start to finish. This means you spend less time on repetitive data re-entry tasks between systems and forms to make the best use of your available time, so your case handling becomes more efficient for you and your client.

In a bid to offer a smoother and simpler bereavement process for everyone involved, we would love to show you how our software can help enhance your business’ estate administration process by reducing your workload and speeding up your resolution speeds when time and resource is limited. Book a free demo of our system to find out how.

This article was submitted to be published by Exizent as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.

Exizent

Exizent is the industry platform for professionals involved with managing the bereavement process. Learn the ins-and-outs of Exizent in this quick introductory video: Exizent connects the data and services used by legal services firms, institutions and executors when someone passes away, to make the journey for the bereaved an easier one. Exizent’s mission is to help everybody reduce uncertainty in the process, increase the speed to resolution, and make the bereavement process more straightforward for everyone involved. Specially design for legal teams, our straightforward cloud-based platform allows you and your team to start your probate or confirmation journey, without the need for intensive training or complicated configuration.

  • Collaboration and remote working
Easily create and manage all your cases in one place, assigning members of your team to work together with more clarity and efficiency. Capture all estate information in easy to navigate cases, adding details on people, assets, and liabilities.
  • Simplify Estate discovery
Access a deceased individual’s financial information in real time, from bank accounts to mortgages, directly on the platform at the click of a button, simplifying your estate discovery.
  • Quickly generate legal forms
Automatically produce fully or partially completed Court and Inheritance Tax forms from the data within your case, reducing rekeying and the potential for errors being made. From complex financial calculations to reformatting data, our platform greatly reduces the time taken to complete your forms.
  • Dedicated support
We ensure your team have the support they need. Our knowledgeable Customer Success team have the training and knowledge you need to take advantage of industry changes and digitisation within your existing workflows and processes. CLICK HERE to book a zero-obligation demonstration today
Address 1/3, 14 Mitchell Lane Glasgow G1 3NU
Key Contact Name: Jessica Metelski Email: [email protected] Linkedin Acc:  Jessica Metelski

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