Exizent is a real, practitioner-facing probate and bereavement operations platform for UK legal and financial professionals. The strongest public proof is unusually concrete: the live site and product pages say Exizent centralises probate cases, estate data, documents, notes, and tasks; auto-generates court and inheritance-tax forms; automates estate accounts to STEP-oriented standards; supports workload visibility and collaboration; and reduces manual form completion by over three hours per case on average. The value proposition is corroborated by named customer quotes, public case studies, G2/Capterra/GetApp listings, funding coverage around a £3.6M raise, and visible adoption signals such as Exizent’s 50th legal customer milestone and Law Society of Scotland partnership coverage. Inference from sources: Exizent’s core wedge is not generic case management. It is UK probate / executry workflow automation for firms and institutions that currently juggle spreadsheets, manual rekeying, IHT schedules, court forms, and estate accounts across bereavement matters.
Company Info
- Founded: 2019
- Team size: 11-50 employees
- Funding: $4.1M
- HQ: United Kingdom
- Sector: Trust & Estate
What We Haven’t Verified
This page was assembled from publicly available information. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.
Workflows
Based on practitioner evidence, Exizent is used in these workflows:
What practitioners struggle with
Real frustrations from legal professionals — the problems Exizent addresses (or should address). Sourced from practitioner reviews, Reddit threads, and case studies.
Executor inherits a loved one's estate and faces 600+ hours of paperwork — locating bank accounts, notifying agencies, filing probate, transferring titles — with zero training and while grieving
Probate attorney handling a decedent's estate has to manually track down every asset — bank accounts, brokerage accounts, real property, life insurance policies, retirement accounts — with no systematic search tool, just the family's best recollection and a stack of old tax returns
When I'm handling multiple probate matters at once, I want the deceased person's case data to flow automatically into the right court and inheritance-tax forms, so I can stop retyping the same figures into IHT400 schedules and probate applications and avoid delays from mismatched numbers or missed calculations.
Where it fits in your workflow
Community Data
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