Exizent are raising the stakes to support legal services dealing with probate

Exizent are raising the stakes to support legal services dealing with probate

Exizent’s Customer Success team has been handpicked as the best in the industry. They have a true passion for improving the way everyone experiences bereavement and are responsible for delivering the best possible service and support to Exizent’s customers.

Whether through training or review calls, collaborating with the Exizent team on new projects or writing useful articles for their knowledge base, they are constantly beavering away to ensure that everyone’s experience of working with Exizent is the best it possibly can be.

But just how do they support Exizent’s mission of transforming the way everyone experiences bereavement?

We spoke to Customer Success Lead Laura McFarlane to learn more about the launch of their brand-new knowledge base to support customers.

How does Exizent define “customer success”?

Exizent’s purpose is to improve the bereavement experience for everyone involved. For customer success, this means helping customers manage the estate administration process for their clients as efficiently as possible, reducing the friction often common during interactions with different institutions to gather information about a deceased’s estate, or making the paperwork required for courts or HMRC as simple as possible to complete.

Reducing the administration work involved in the estate frees up our customers to deliver real value to their clients and use their skills and expertise to support them through a terrible time in their lives.

Click here to continue reading the full blog post.

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 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
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