Exizent
byExizent
Exizent is a technology company founded in 2018, dedicated to simplifying the estate administration process for legal and financial professionals. Their cloud-based platform streamlines tasks such as generating estate accounts, automating court and inheritance tax forms, and facilitating secure collaboration among teams. By integrating data and services, Exizent aims to reduce administrative burdens, enhance accuracy, and improve the overall experience for both professionals and clients during bereavement.
Features
- Automated generation of estate accounts designed to industry standards
- Pre-population of court and inheritance tax forms with case data
- Secure cloud-based platform for remote access and collaboration
- Integration with existing case management systems
- Role-based permissions to control access and maintain data security
- User-friendly interface for quick adoption and minimal training
- Flexible pricing plans tailored to different team sizes and needs
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