• November 28, 2023
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The biggest changes in probate processes between 2021 – 2022

The biggest changes in probate processes between 2021 – 2022

Exizent spoke to all those involved in the administrative processes related to death – from the recently bereaved to legal firms and financial institutions – to capture the state of the nation when it comes to the associated legal and financial responsibilities, and their impact on the time, money and emotional state of those involved.

Their findings showcased some disconcerting facts about the state of the bereavement process year-on-year. 2022 saw a steep decline in the experience of consumers dealing with professionals’ services throughout the process. They also highlighted how, despite 70% of legal professionals committing to enhancing their processes for bereavement handling in 2021, the experience of these processes from the professionals going through them show that they are actually getting worse.

Download our infographic to see the greatest impacts of bereavement processes in 2022 and how they fare against our findings from 2021.

To read the full findings from our annual market report The Bereavement Index, 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: Sabina Konradova Email: sabina.konradova@exizent.com Linkedin Acc: Sabina Konradova

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