AI TOOL PROFILE
Exizent: Estate Administration Software
- Legal
- Legal Practice Management
- Legal professionals
- Probate practitioners
- Executry teams
- Estate administration specialists
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website, though a free trial is mentioned.
At a glance
- Best for
- Legal professionals, Probate practitioners, Executry teams, Estate administration specialists
- Key use cases
- Preparing Estate Accounts, Generating Legal Court Forms, Filing Inheritance Tax Returns, Managing Estate Correspondence
- Integrations
- Practice Case Management Systems
- Official website
- Visit exizent official website
How AI is used
Exizent is a cloud-based platform designed for legal professionals handling estate administration, probate, and executry work. It focuses on centralizing case information to help reduce repetitive data entry across different documents.
The software is built for legal teams who manage detailed estate accounts and produce specific court forms. By storing case data, the tool can help populate figures into accounts and official forms, which may support consistency across a team's matters.
Beyond accounting, the platform supports the completion of inheritance tax forms and the preparation of estate letters. It includes features to help manage administrative tasks, allowing practitioners to focus on client-facing work.
Buyers should confirm how the platform's integration with their specific Practice Case Management System works and whether the automated form generation covers all the specific jurisdictions they operate in across the UK.
Key Features
Estate Account Preparation
Supports the preparation of estate accounts in Step format with figures that update as the case progresses.
Court Form Generation
Helps produce PA1A and C1 court forms by drawing on stored case information.
Inheritance Tax Form Support
Supports the completion of IHT400 forms and selected schedules using case details to reduce the need for re-keying data.
AI Correspondence Addresses
Uses AI technology to help populate correspondence addresses for financial institutions.
Cloud-Based Access
Provides secure remote access, allowing teams to access cases and documents from different locations.
Case Management Integration
Designed to connect with Practice Case Management Systems to help keep information consistent.
Use Cases
Preparing Estate Accounts
Creating Step format estate accounts where figures update automatically to reduce manual calculations.
Generating Legal Court Forms
Using case data to produce PA1A and C1 forms with less manual duplication.
Filing Inheritance Tax Returns
Completing IHT400 forms by carrying information forward from the case file.
Managing Estate Correspondence
Drafting estate letters and using AI to populate financial institution addresses.
Integrations
- Practice Case Management Systems
FAQ
What does Exizent do for legal teams?
- Exizent supports estate administration tasks, such as preparing Step format estate accounts and generating court forms like PA1A, C1, and IHT400.
Does Exizent use AI?
- Yes, the platform uses AI technology specifically to help populate correspondence addresses for financial institutions.
Is Exizent a cloud-based tool?
- Yes, it is a secure cloud-based platform that allows teams to access cases and documents from any location.
Can I try Exizent before purchasing?
- Yes, the provided evidence indicates that Exizent offers a free trial.
Source category: Legal
Source subcategory: Legal Practice Management
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