Over 50% of legal professionals face crushing workloads, with outdated processes and limited resources adding to the strain. Our 2024 Bereavement Index Chapter 2, reveals that 94% of professionals find probate slow and inefficient, while manual tasks and inconsistent workflows stall progress. Our latest blog dives into these challenges, offering actionable strategies to streamline probate services and thrive in an evolving market. 💡 Don’t let inefficiencies hold you back—explore the solutions here: https://hubs.ly/Q02-9mNq0 #BereavementIndex #LegalTech #ProbateServices #Efficiency #Innovation
About us
Specially designed for legal and accountancy professionals, Exizent’s straightforward cloud-based platform allows probate professionals and their teams to streamline and efficiently deal with the administration of a deceased’s Estate, without the need for intensive product training or configuration. Our 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. That’s why with Exizent’s platform users can save over 3 hours per case with automated features such as Court and Inheritance Tax forms pre-populated with your case data, and Estate Accounts, allowing you to produce full Estate Accounts designed to industry standards at the click of a button. What’s more, Exizent is continually developing their offering and are working hard to connect the data and services used by legal services firms, banks and financial institutions, and executors to reduce the administrative burden on those grieving – and those professionals helping them. Improving the process for all.
- Industry
- Software Development
- Company size
- 11-50 employees
- Headquarters
- Glasgow, Scotland
- Type
- Privately Held
- Founded
- 2018
- Specialties
- Estate Accounts and Court and Inheritance Tax Forms
Locations
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Primary
14 Mitchell Lane
Glasgow, Scotland G1 3NU, GB
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23 Park Square South
St. Paul's House, 3rd Floor
Leeds, England LS1 2ND, GB
Employees at Exizent
Updates
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At Exizent, we believe that success is more than just delivering a great product – it’s about ensuring our customers thrive in every interaction they have with us. That’s where our Customer Success team shines. From seamless onboarding to ongoing support, this team ensures every customer has the tools and guidance they need to succeed. Want to learn more about their work? Visit our page to explore customer testimonials and case studies that highlight the difference they make: https://hubs.ly/Q02ZXGYN0 A big thank you to our Customer Success team for their continued commitment and excellence! #CustomerSuccess #Exizent #Teamwork
Customer Success Team - Exizent
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🎉 Celebrating Excellence in Customer Service! We’re proud to share our latest blog featuring Oliver & Co Solicitors Limited, the 2024 winners of the British Wills and Probate Awards Customer Service Champion—an award Exizent proudly sponsors. In this insightful interview, Danielle W. and the team share how their client-centric approach and dedication to excellence have set them apart in the industry. A must-read for those seeking inspiration in delivering standout customer service in the legal sector. 🔗 Read the full article here: https://hubs.ly/Q02Zw9Dz0 #BWAPAwards2024 #CustomerService #WillsAndProbate #LegalExcellence #Exizent Today's Wills & Probate Today's Media David Opie Allie Jones
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We’re thrilled to support the ZEDRA Group Do More. Achieve More. Estate Planning Webinar on Tuesday, 26th November (10:30 AM – 12:00 PM). Our Co-Founder and MD, Aleks Tomczyk, will dive into the findings of the Bereavement Index 2024, providing data-driven insights to support estate planning professionals in improving client outcomes. The session features four expert speakers covering key trends, resources, and strategies for the profession. Message Chris Whittington to join this informative event! #Webinar #EstatePlanning #BereavementIndex2024 #Wills #Probate
Delivering the Pro in Probate by helping estate planning and financial partners to grow their business.
Not one but four Christmas crackers. Thanks to everyone that has registered so far for the next ZEDRA Group Do More. Achieve More. Estate Planning Group webinar for any connections or partners in the estate planning profession. The session will take place on Tuesday 26th November from 1030 until approx midday. This month, I'm pleased to say we have four great speakers to help us see out the year. First up, a member of the wonderful Today's Wills & Probate Wills & Probate team will be chatting about the hot stories that have emerged in the last month. The second session, Martin P Holdsworth from IDR Law will be joining us again and talking about the new and exciting launch of their free resource centre. The IDR Network. Our third session will be delivered by Emma Baddaley from Estatesearch and she will be delivering a session called ‘Reconnect with Clients and Maximise The Potential Of Your Data’. The session will cover important issues like : The problem with will bank data, Your GDPR obligations, How out of date can your data be?., Are you maximsing the potential of your will bank ? among other topics. Our 4th and final speaker will be a wonderful return from Aleks Tomczyk from Exizent. Aleks will be discussing some of the key findings from their recently released 4th version of the Bereavement Index. Those that have heard Aleks speak before appreciate the data and info bites that he provides which help you to formulate marketing strategies and educational pieces to your clients. As a reminder, you don't have to be a partner of ZEDRA to join these relaxed but informative sessions so if you are interested, please message me separately with your email address so I can send you the TEAMs link. Thanks to everyone that has engaged on these sessions throughout the year and looking forward to providing great content again in 2025. Hope to see you soon. #wills #probate #trusts #benefitofworkingwithZEDRA
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🎙️ Has probate administration improved or worsened? What challenges still hinder the process? How can we transform client experiences and improve efficiency in estate administration? In the latest Today's Wills & Probate Podcast, Aleks Tomczyk, Managing Director of Exizent, dives into these questions alongside host David Opie. Drawing from Exizent’s latest Bereavement Index, the discussion reveals key insights into the evolving landscape of wills, probate, and financial services. Catch the full story here: https://hubs.ly/Q02YVW9R0 #WillsProbate #BereavementIndex2024 #ClientExperience #Podcast
Podcast: Probate administration; better or worse?
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Upcoming webinar: Overcome the risks and challenges in probate practice. Still time to book! Join us on 28th November 2024, for an insightful webinar, The Risks and Challenges of Probate Practice: The need to knows, hosted by Helen Forster - an experienced solicitor and Trusts and Estates Practitioner, known for her expertise in Wills, Probate, Trusts, Tax, and Court of Protection matters 🔍 In this 90-minute session, you’ll gain insights on: • Managing common risks in probate practice • Effective strategies for complex cases • Real-world solutions to navigate challenges and improve outcomes This webinar offers a fantastic opportunity to earn 90 minutes of CPD credit while enhancing your expertise and staying ahead in probate and estate administration. 🗓 Date: Thursday, 28th November , 2024 ⏰ Time: 1:00 - 2:30 PM (GMT) Don’t miss out on this chance to learn from a leading industry expert and gain the tools to handle the most complex aspects of probate with confidence. 👉 Register now while spaces are available! https://hubs.ly/Q02Xl9KC0 #Webinar #ProbatePractice #EstateAdministration #CPD #LegalProfession #ProfessionalDevelopment
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💼 Resource Strain in Bereavement Support: A Growing Challenge for Legal Firms 💼 In the latest findings from Exizent’s 2024 #BereavementIndex, over half of legal professionals report feeling the strain of heavy workloads, resource shortages, and outdated processes. 🔹 26% of firms face challenges managing probate caseloads and resources 🔹 28% struggle with staff retention, recruitment, or being under-resourced These pressures are impacting the capacity of legal teams to deliver efficient bereavement support. Want to know more about how firms are navigating these challenges? 👉 Access Chapter 2 here: https://hubs.ly/Q02V_vDC0 #BereavementIndex2024 #LegalProfessionals #ResourceChallenges #ProbateCaseload #EstateAdministration
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We’re thrilled to announce that our Co-Founder and Managing Director, Aleks Tomczyk, will be joining the judging panel for The Probate Industry Awards 2025! Exizent is dedicated to making the bereavement process easier for all, and we look forward to celebrating excellence in our sector. Join us for the awards on 24th April 2025 at 8 Northumberland Avenue! Nominate, sponsor or buy tickets here: https://lnkd.in/evM8vrXr #Probies2025 #ProbateIndustryAwards
I was recently very pleased to be asked to join the Judging Panel for The Probate Industry Awards 2025. As all that know me will be aware Exizent's purpose is to make the process of bereavement easier for all involved so I am looking forward to judging and celebrating excellence with others in the sector. The Awards are being held on 24th April 2025 in London. Further details including about the 2024 Awards (hosted by Kate Garraway), categories and sponsorship can be found on the Awards website: https://lnkd.in/evM8vrXr #probate #estateplanning #excellence #awards
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Curious about what the recent 2024 Budget changes mean for the estate administration sector? Dive into our latest blog where Aleks Tomczyk, Co-Founder of Exizent, breaks down key insights and the potential impact on our industry. 💼 From tax changes to digital transformation, Aleks shares valuable perspectives on how these updates could reshape processes for professionals in the field. 👉 Read now for a comprehensive breakdown of Budget 2024 and how it could shape our sector: https://hubs.ly/Q02WXspW0 #Budget2024 #Exizent #FinanceInsights #EstateManagement #FinancialServices
The UK budget 2024 - complexity and change for people’s estates - Exizent
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Discover key insights for legal professionals in bereavement support. Chapter 2 of Exizent’s 2024 #BereavementIndex is now live, revealing critical data and perspectives directly from legal professionals across the UK. This chapter addresses pressing questions for the private client sector: 🔍 What are the primary challenges legal teams face in bereavement cases? ⚙️ How is technology reshaping client support in probate and estate administration? 🤝 What opportunities exist to ease the burden on both clients and professionals? If you work in the private client sector, this report is essential to stay informed and enhance your practice. 👉 Download Chapter 2 here: https://hubs.ly/Q02V_tTL0 #BereavementIndex2024 #PrivateClientInsights #LegalProfessionals #EstateAdministration #LegalTech
The Bereavement Index 2024 - Exizent