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

Partner News

Six ways the probate process is not fit for purpose

From unknown assets and hefty fees, to delays from third parties that lead to lengthy case timescales, the probate/confirmation process is far from simple. This is why, in 2021, 52% of legal professionals felt their firm could handle probate more efficiently. Exizent’s annual Bereavement Index last year demonstrated ways in which the process is not […]Read More

Partner News Wills & Probate

Nine key hurdles in estate administration and how to overcome

For many solicitors or other professionals new to the domain, the Estate administration process can seem vast, complex and often very time-consuming. With the assets of individuals increasingly widespread and diverse, the technologies and communication modes involved in managing the process frequently extend the time taken to complete a case far longer than all parties […]Read More

Partner News

Exizent are raising the stakes to support legal services dealing

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 […]Read More

Partner News

LawWare and Exizent join forces

LawWare, specialists in legal practice management software, and Exizent, the leading provider of estate administration software to the UK market, have teamed up to integrate their market-leading platforms and provide LawWare users with seamless access to Exizent’s deep specialist functionality – the first of many integrations for Exizent. This will enable firms across the UK […]Read More

Partner News Wills & Probate

Exizent announces two new accountancy clients following changes to probate

Lawtech firm Exizent has confirmed the sign-up of two new accountancy clients to its online bereavement administration platform. The news follows the announcement of a new probate authorisation framework for accountants which sees regulation move from the ACCA to CILEx regulation, and could enable eligible accountants to offer a wider range of probate services. McCabe […]Read More

Partner News Wills & Probate

Growth milestones: Bereavement platform Exizent signs 50th customer and brings

Legal technology firm Exizent has hit a number of significant milestones including signing its 50th customer and raising its staff numbers to over 35, just over a year after launching. Glover Priest, a law firm operating across Birmingham, Staffordshire & Northamptonshire and North Wales-based Hughes Parry are the latest clients to sign up to Exizent’s […]Read More

Partner News Wills & Probate

Exizent announce membership of Scottish Financial Enterprise, strengthening links with

Glasgow-based technology firm, Exizent, are pleased to announce their membership with Scottish Financial Enterprise (SFE) to help transform the experience delivered by financial service institutions when handing bereavement cases. Helping businesses improve the services they deliver to families and representatives involved in a bereavement case is what underpins the Exizent offering. In recognition of this, […]Read More

Partner News Wills & Probate

5 things you need to know about the upcoming changes

The changes to IHT excepted estates rules are vastly approaching and will see the simplification of the administrative burden placed on most estates going through probate or confirmation.   Below, we detail 5 key things you need to know about the changes and explain what they are, what they mean for those administering an estate and how Exizent can help legal service firms continue to show value to clients amidst the changes. Why are the changes happening?  […]Read More

Organisations

British Wills and Probate Awards: Judges’ Insights Alex Holt and

As Champagne Sponsors at this year’s British Wills and Probate Awards 2021, we continue to celebrate with our Judges’ insights series. We will be sharing weekly interviews with the judges themselves to get their views on the future of the industry and what firms need to do to excel.   Following last week’s interview with Carrie Caladine, Managing Director at […]Read More

Wills & Probate

Uncovering assets faster and more reliably

A key part of administering an estate is gathering the assets and liabilities of the deceased. This has become increasingly problematic in recent years with the increase in the way in which we connect and communicate. Moving to a more ‘paperless’ and immediate lifestyle, these changes make things far easier to access and so people’s […]Read More

Insight Organisations Technology

Feeling in the dark about the cloud?

Watch Exizent’s CTO, John Catnach, present our latest webinar; Introduction to the Cloud – Back to Basics. A topical webinar highlighting the main benefits and strengths that implementing cloud software offers your Probate Department. Cloud computing offers businesses many advantages, including allowing multiple users to view data in real-time and share projects effortlessly. Cloud software […]Read More

X