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Enterprise Layer Intelligence
Categories/Legal Tech/Exizent
Exizent

Exizent

Founded 2018

Manage estate administration, probate cases, and inheritance tax forms

Pricing model

Free Trial

You can use Exizent to manage probate and executry cases with less manual effort. The system brings case information together so your legal team can produce court forms like PA1A and C1 without retyping data. You can prepare Step format estate accounts with figures that update automatically as matter progress occurs. It also assists with completing inheritance tax schedules like IHT400 and drafting estate correspondence to institutions. By organizing records in a single location, you avoid duplicate data entry and prevent costly calculation mistakes across matters.

What Exizent does

Generate PA1A probate court formsCalculate and balance estate accountsFill out IHT400 inheritance tax schedulesDraft correspondence to asset holdersOrganize estate assets and debts in one recordReview probate case details across team membersAuto-population of court forms including PA1A and C1Generation of Step format estate accounts with automated calculationsCompletion of inheritance tax forms like IHT400 and associated schedulesAutomated address population for financial institution correspondenceSingle-entry data records carried across all matter documentsCloud-based case management for remote legal team collaboration

Pricing breakdown

Pricing model: Free trial

PlanList price
1 User£150 / mo
2-4 Users£150 / mo
5-19 Users£150 / mo
20+ Users£150 / mo

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Exizent, estate administration, probate management, executry, IHT400, court forms, estate accounts, legal tech, probate forms, PA1A form, C1 form, inheritance tax forms, legal case management, estate planning, legal correspondence