How this Wills & Probate Solicitor adopted legal tech to simplify his processes and reaped a host of unexpected benefits

How this Wills & Probate Solicitor adopted legal tech to simplify his processes and reaped a host of unexpected benefits

Frank Brazell & Partners, specialists in legal services, formed in 2002 in Islington, North London. Their aim has always been to offer expert, efficient, cost-effective and personal services to all of their clients across a wide range of legal matters including Property law, Dispute Resolution, Criminal Defence & Motoring Matters and of course, Probate, Wills & Trusts.

Simon Levy is one of two solicitors who manage the company’s Probate, Wills & Trust cases. Having been at the company since it formed, Simon brings with him a wealth of knowledge and experience. But it wasn’t until recently, as they continued to increase case numbers in his department, that he evaluated the way he conducts his work and wondered if there was a better way.

Uncovering an easier way to tackle probate cases

Having previously managed all of his probate cases by hand, Simon took on each laborious task manually, from locating all of a deceased’s assets and filling in a multitude of forms, to communicating with a number of key stakeholders using different communication modes, and most importantly consoling and supporting the grieving notifier.

It’s true that the tasks required by the solicitor to get a case to resolution are seemingly endless – part of the reason why the process can often extend to five months or more. But why after eight years of dealing with probate cases using the same methods, and over 20 years as a solicitor, did Simon feel the need to change? His processes worked for him, and his clients were happy with his delivery.

“I’ve never used a software platform before. I’ve always done everything manually; filled in the forms by hand, completed my own accounts etc., but it’s always incredibly laborious.

I came across some Exizent marketing that I thought looked and sounded quite interesting. So, I requested a demo with their Sales Team, and everything went from there.”

Simon’s curiosity for the future of probate and finding more efficient ways of working captivated him to request a demo of the Exizent platform. He had worked in silo for so many years that he didn’t realise there was a better way of doing things.

Click here to learn about the benefits Frank Brazell and Partners are gaining now from adopting legal tech within their probate processes – from cutting down costs, to speeding up their case resolution and ensuring more satisfied customers.

To see how Exizent can support your probate work, arrange a free demo of the platform.

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.

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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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