Webinar – Probate Cases and your IT Strategy

Webinar – Probate Cases and your IT Strategy

1 in 4 legal professionals are resigned to the fact the probate process doesn’t work as efficiently as it should, with 75% thinking that there are things to be done to improve it, specifically dedicated probate software.

Join Exizent’s Senior Account Executive, Daniel Fox, in our latest Webinar as he presents his insights into The Modern Law Firm and why the legal sector is at risk of being left behind in the digitalisation era.

Key takeaways:

  • Looking at The Modern Law Firm and the challenges that they face with IT and compliance.
  • Exploring the growth of LegalTech and the impact technology can have.
  • Understanding the current gaps, challenges, and blockers that many legal services firms experience with the Wills & Probate function.
  • A clear view of how Exizent will close the gaps around paperless working, reduced carbon footprint and overall provide more efficient working.

You can watch the full webinar by clicking here.

Exizent is building the first ever platform that connects data, services and the network of people involved when someone passes away, making it easier for legal services firms and institutions to work together, making their own processes more efficient and removing the burden from the bereaved.

 

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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