About
Provided by Exizent Ltd
Exizent's Legal Service specialist software for estate administration designed for legal services and accountants:
- Reduce delays and provide better experience for clients
- Improve visibility of workloads with a centralised system which allows to assign work, change case owners and collaborate on cases.
- With an easy to navigate user interface, Exizent's platform is adopted quickly and seamlessly into the current practices.
- The users can easily search and locate documents within their case through keyword searches.
The user can create, update and reproduce Estate Accounts
- Produce detailed accounts with a clean and consistent layout, making it easier to understand
- Standardise the ways of working, with Estate Accounts designed to leading industry standards
- Be alerted to discrepancies within an account at a much earlier stage, saving undue time spent on lengthy investigations
- Assign distributions to beneficiaries seamlessly, allocating via percentage, equal share, or manual entry
Exizent's platform reduces admin as the user can automatically generate completed Court and Inheritance Tax forms
- Populate IHT400 schedules with data from the case, calculating schedule totals and replicating that information through to IHT400.
- Save the team's time and laborious administration.
- Improve accuracy and reduce risk of data being copied across incorrectly