Exizent seeks new contributors for their Research Community

Exizent seeks new contributors for their Research Community

Driven by our mission of improving the bereavement process for everyone involved, Exizent is looking to grow our Research Community to gain insight from legal professionals with direct experience of the problems we want to solve.

We sat down with Jen, Head of Service Design, who has worked in the area of User Research, Experience and Service Design over the last 15 years to learn why the Research Community is important to Exizent and what’s involved when you become a Contributor.

What is the Exizent Research Community?

We’re on a mission to make the bereavement process easier for everyone, and the Exizent Research Community is a panel of professionals who work in the field of wills, estate planning or estate administration and are passionate about influencing and transforming the industry. If you are involved in this process, we’d love to hear from you and invite you to join our Community as a Contributor.

Why is research such a focus for Exizent?

We want to solve problems that the industry, and people impacted by bereavement face through the development of well-designed solutions and services. It’s important to us that we are continuously learning, growing our collective understanding and responding to what we hear, see and discover.

Our Customer Success and Design team work closely with our customers, who provide feedback that informs our priorities for new product features and enhancements. We launched the Exizent Research Community to work with professionals in the industry, who don’t have to be Exizent customers. Speaking with our Contributors helps us to involve, and design with, the people that have the first-hand knowledge and experience of the problems.

What does the Research Community mean to you and why is the feedback so important to the development of Exizent?

Designing good services and products is not just about getting feedback at the start of an initiative. It is a constant process of improvement, development, and innovation. We want to design with the people that could use or benefit from the service to make sure not only that we solve their initial problems, but that we continue to provide solutions to new and emerging issues by building them together. By having a dedicated community, we can work regularly with experts to do that, and are able to offer them something in return.

Has Exizent changed product delivery/direction based on the Research Community feedback before?

Yes, absolutely. Activities with our Contributors, alongside customer feedback, shapes the problems we want to solve, as well as the ongoing enhancements of our features.

These activities can include interviews to learn about their experience of a particular task to discover where the pain points are for them, reviewing and co-designing ideas before as we work on solutions, and testing features before they “go live”. As a recent example, we’ve been working with our Customers and Community to inform our new Estate Accounts feature, as well as minimising data entry with our Court and IHT forms.

Time is precious, what do Contributors get from joining?

We appreciate your time, and as a thank you, we offer financial incentives for every activity as well as donating on your behalf to one of three charities.

Joining the Exizent Research Community is an opportunity to be an expert contributor amongst other like-minded industry leaders, providing your opinion and helping to transform the way in which probate and estate administration is experienced.

We believe in designing with the people that will use or benefit from our service to make sure we solve their problems and continue to provide solutions to new and emerging issues.

No prior knowledge of Exizent is required to join our community.

What is asked of Contributors?

  • Activities are varied and can include informal discussions, polls, and surveys, reviewing ideas or designs
  • Activities range from 15 minutes to an hour
  • All our research activities can be completed remotely

As a Contributor you’ll be invited to research activities, though there is no obligation to take part; you’ll choose which activities you’d like to be involved in, and how frequently.

To get involved, sign up here to join or contact the research team directly if you have any questions – [email protected]

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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