Future-proofing the wills and probate sector: how to simplify workflows in a complex market

Future-proofing the wills and probate sector: how to simplify workflows in a complex market

Everything is more complicated than it was 20 years ago. As such, we must always be prepared to adopt anything that has the potential to make our lives easier. The evolution of technology in Wills & Probate only complements this notion, driving speed and cost efficiencies among businesses, while leaving workforces with more time on their hands to focus on what really matters – their clients.

But to what end does technology impact the wills & probate industry, and why are more and more businesses turning to it for help?

This 14th July, Martin Holdsworth, Founder of IDR Law and Nick Cousins, Founder of Exizent, will host a live webinar to discuss the development of tech in the wills and probate sector. They will cover:

  • How technology has changed and developed to help legal professionals thrive
  • The goal of technology in wills & probate now
  • How tech has helped us adapt to business complexities and what to expect from the future

This interactive webinar will invite audience questions and engagement to ensure that you get the most out of the session.

Date – Thursday 14th July 2022

Time – 11am – 12pm

Location – online

Organiser – Exizent & IDR Law

To book, click HERE

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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