• April 12, 2024
 Automating the Probate Process

Automating the Probate Process

Our lives are increasingly dispersed and varied. Performing executry work when estates are spread over a growing number of banks and institutions is more complex than ever.

A lack of standardisation, and limited availability of dedicated tools, means too much time is wasted on administration.

We come from personal experience of bereavement, and the fact that the current processes involved seemed inefficient and over complicated for all those affected. Having been through this ourselves, and seeing friends and family also struggling with organising someone’s estate, we wanted to make it better.

Exizent’s dedicated legal services software is a bespoke cloud-based solution which will enable legal services firms to integrate directly with financial institutions.

One of the features that is extremely helpful in achieving our goal, is the Court Form Automation. This is the Scottish confirmation form (C1) and English probate forms (PA1A/PA1P) that apply for the right to access the funds in the deceased’s estate. The purpose of this feature is to ease the administrative strain for legal professionals undertaking an estate.

This is a game-changer in the bereavement process. How have we done this?

Data inputted into cases in the platform is taken and populated into the government-issued PDF form, with a separate page to capture any additional information required. Platform users can save progress and return to the page so there is no ‘one shot’ to complete it.

Importantly as well, our platform interface is intuitive, modern and highly user-focused and current customers have said it seems:

“like a 2021 interface and not a 2011 interface like a lot of the other software”

One of the major advantages of working closely with our customers is that we can be responsive to their needs and prioritise features that they believe are essential. Recently, we re-prioritised development to focus on Inheritance Tax forms (IHT400 and IHT205) which calculate and provide evidence for inheritance tax to be paid (before confirmation/probate). Work has started on this feature and we are excited to deliver this to our customers.

In an era of digitised services, with more transparent and open access to information Exizent is leveraging technology to connect all of the data, services and the network of people involved when someone passes away. We see a better way of working. We are working with banks, share registrars, and other institutions to build standardised requests and responses.

We are committed to improving the bereavement process, which starts with executry teams having the right tools in place.

Get in touch with our sales team to see our probate platform in action.

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



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 designed for legal and accountancy professionals, Exizent’s straightforward cloud-based platform allows probate professionals and their teams to streamline and efficiently deal with the administration of a deceased’s Estate, without the need for intensive product training or configuration.

Exizent platform users can save over 3 hours per case with automated features such as Court and Inheritance Tax forms pre-populated with your case data, and Estate Accounts, allowing you to produce full Estate Accounts designed to industry standards at the click of a button.

What's more, Exizent is continually developing their offering and are working hard to connect the data and services used by legal services firms, banks and financial institutions, and executors to reduce the administrative burden on those grieving – and those professionals helping them. Improving the process for all.

  • 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

Key Services  Address 1/3, 14 Mitchell Lane Glasgow G1 3NU

Key Contact Name: Sabina Konradova Email: sabina.konradova@exizent.com Linkedin Acc: Sabina Konradova