Exizent has announced the launch of a new digital platform to help accountants that manage probate cases streamline inefficient and costly processes with easier estate management and case administration.
The platform enables users to capture all estate information in easy to navigate cases, add relevant personal details, assets and liabilities, upload relevant documents and use the group’s range of data searches to quickly populate missing information.
Court and tax forms including PA1 and IHT can then be pre-populated from case data and exported, with everything “archived securely” for reference or further work.
The group initially launched to help legal services firms working for executors to efficiently manage the process of completing and submitting probate applications.
Nick Cousins, CEO, Exizent, said:“For many years accountants have been supporting clients with probate, as they often have an existing relationship with and extensive knowledge about the deceased’s financial affairs, but historically a solicitor would still have been needed to carry out the legalities.
“Over the past months we have been working closely with several accountancy firms to ensure the platform is offering them what they need and following a successful pilot with them are excited to now launch the platform to the accountancy sector.”