Exizent

What Exizent does

Exizent is a UK-based cloud SaaS platform that automates estate administration workflows for legal professionals and accountants. Founded in 2020 and headquartered in Edinburgh/Glasgow, the platform supports both probate (England & Wales) and executry (Scotland) matters by centralising case data and automatically generating UK court forms (PA1A, PA1P, C1, C5), HMRC Inheritance Tax forms (IHT400 and selected schedules), and STEP-format estate accounts. Integrated modules include Estate Accounts (automated residual distribution calculations that update in real time), Court & IHT Forms (auto-population from case data), and Correspondence (AI-assisted letter drafting with automated financial institution address population). The technology stack is ISO 27001 certified (NQA, UKAS-accredited), cloud-based, and integrates via API with LawWare practice management software, Experian asset search, Xperate, and, since January 2025, Estatesearch Group's financial asset search platform.

Exizent sells primarily through tiered subscriptions — Free 14-day trial, Small (£121/month, 1 user), Standard (£320/month, 4 users), Large (£588/month, 10 users), and quote-based Enterprise (25+ users) — with an additional £38.50 per-case fee on all paid tiers. GTM combines direct enterprise sales (book-a-demo), self-serve product-led trials, channel partnerships (LawWare API integration serving 480+ law firms, LawNet preferred supplier status), and community-led demand generation through the annual Bereavement Index research publication. Primary buyers are private client departments of UK law firms and accounting firms that have expanded into probate following regulatory liberalisation.

The company was acquired by Estatesearch Group in January 2025 for an undisclosed amount, with co-founders Nick Cousins (CEO) and Aleks Tomczyk continuing as Co-Managing Directors and Tomczyk joining the Estatesearch Group Board. The company holds Band One analyst rankings in Chambers LawTech 2023 and Chambers NewLaw 2024, and is a Law Society of Scotland Approved Supplier. No venture funding beyond a 2020 $4.1M round is publicly disclosed, and revenue is not publicly disclosed.

Name

Exizent

Legal name

Exizent Ltd

Website

https://exizent.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

11–50 employees

Short description

Exizent is a UK-based cloud SaaS platform that automates estate administration (probate and executry) for law firms and accountants, generating court forms, IHT400, estate accounts, and AI-assisted correspondence from a single case dataset. Founded 2020; acquired by Estatesearch Group in 2025.

Ownership category

akta.pro rank

Product category

Estate Administration Software

NAICS

Trusts, Estates, and Agency Accounts (525920)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Estate & Probate Administration Services (FSAEAKAD)

akta.pro secondary industry

Estate Administration & Probate Services (FSAAANAE)

Keywords

• Estate administration software
• Probate management platform
• Legal technology
• Inheritance tax forms
• Executry case management

Headquarters

HQ city

Glasgow

HQ country

United Kingdom

HQ region

Europe

Offices5 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Platform Subscription (SaaS): Monthly subscription fees structured in tiers (Free trial, Small, Standard, Large, Enterprise) based on number of users, with per-case fees on paid plans. Revenue is recurring as customers pay monthly/annual subscriptions.
2. Per-Case Fees: A case fee of £38.50 is charged per estate case processed on all paid tiers (Small, Standard, Large), in addition to the base platform subscription fee.

Pricing tiers

Go-to-market motion4 records

Distribution channels5 records

Marketing channels10 records

Core offering

Exizent is a cloud-based SaaS platform that helps UK legal professionals manage estate administration (probate and executry) workflows. The platform automates the production of UK court forms (PA1A, PA1P, C1, C5) and Inheritance Tax forms (IHT400 and selected schedules), generates STEP-aligned estate accounts, and uses AI to draft correspondence to financial institutions, all from a single case data entry point.

Product overview

Exizent is a unified cloud-based platform for legal professionals managing estate administration, probate, and executry cases. The platform consists of the core Exizent Platform with integrated modules including Estate Accounts (for STEP-standard automated estate account preparation), Court & IHT Forms (for automated court and inheritance tax form generation including PA1A, C1, IHT400), and Correspondence (for AI-powered letter generation with automatic address population). The platform automates repetitive administrative tasks, carries information forward across forms, and reduces manual data entry. Users access the platform via subscription tiers (Free, Small, Standard, Large, Enterprise) with per-user and per-case pricing.

Differentiator

Problem solved

Functional benefit

Products and services

• Exizent Platform Cloud-based, multi-tenant SaaS platform purpose-built for legal professionals managing estate administration, probate, and executry cases in the UK. Connects case data, financial institutions, and executors in a unified case management environment with automated form population, estate account preparation, and AI-powered correspondence.

Quantifiable outcome

• Saves up to 3 hours per estate case through automated court and IHT form population
• +5 more outcomes

Named customers12 records

Segments5 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability2 records

Feature6 records

Partnerships

Seven partnerships are on record, tiered secondary, core and minor.

• LawNetsecondaryChannel Partner/ Reseller/ Distributor · 15 October 2025Exizent joined the LawNet community as a preferred supplier, allowing member law firms to benefit from Exizent's innovative technology at negotiated terms through the LawNet network.
• EstatesearchcoreStrategic or Co-development Partner · 14 January 2025Estatesearch acquired Exizent in January 2025, bringing together Estatesearch's financial asset search capabilities and Exizent's estate administration platform to elevate bereavement services. Aleks Tomczyk was subsequently appointed to the Estatesearch Group Board.
• XperatesecondaryTechnology or Integration · 29 June 2023Xperate became Exizent's Preferred Customer Integration Partner, enabling mutual customers to benefit from integrated search and case management functionality.
• Law Society of ScotlandcoreGTM or Marketing Partner · 22 September 2022Exizent became a Law Society of Scotland member and Approved Supplier (Lawscot approved). The approved supplier accreditation was renewed, giving Exizent credibility and preferred access to Law Society member firms.
• Building Societies Association (BSA)minorGTM or Marketing Partner · 4 July 2022Exizent presented a webinar to BSA members on improving the vulnerable customer bereavement journey, building relationships with building societies that serve as financial institutions in the estate administration process.
• LawWarecoreTechnology or Integration · 3 March 2022Real-time API-based integration between LawWare's legal practice management platform and Exizent's estate administration software. Key case information from LawWare transfers seamlessly into Exizent cases, eliminating re-keying of client or initial case details. The partnership serves LawWare's 480+ UK law firm customers and is described as deepening over time.
• ExperiansecondaryTechnology or Integration · 21 September 2021Exizent partnered with Experian to deliver integrated search functionality that instantaneously returns information on the deceased's credit file, aiding identification of assets and liabilities during estate administration.

Scale indicators9 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Leap Legal Software: UK-focused cloud legal practice management platform that includes probate and estate administration features for solicitors. Directly competes with Exizent for the same law firm buyer, with overlapping case management and form automation capabilities, though it spans broader practice areas.
• Linetime: UK provider of legal practice and case management software for solicitors, including wills and probate workflows. Competes for the same law firm procurement budgets as Exizent across both large and mid-market UK law firms.
• Eclipse Legal Systems: UK legal practice management software provider serving law firms, with wills and probate capability included within its case management suite. A direct peer competing for the same private client and estate administration customers Exizent targets.
• PracticeEvolve: UK legal practice management platform offering matter management, accounts, and probate-related case handling for mid-market solicitors. Overlaps with Exizent in targeting estate administration and broader private client casework.
• Arken Software: UK provider of practice management software for law firms, with wills, probate, and private client modules. Overlaps with Exizent's core estate administration functionality for UK solicitors' firms.
• IDS (Solicitors' Software): UK legal software vendor specializing in conveyancing and probate case management for solicitors. Directly comparable as a UK-native specialist in estate administration workflows competing for the same buyer persona as Exizent.

Broad incumbents

• Access Legal (Tikit): Established UK legal practice management suite from the Access Group, offering case management, document management, and matter handling. While not estate-administration-specialized, it competes in the same law firm procurement decisions and is a broader-incumbent alternative to Exizent's specialist platform.
• Clio: Global cloud-based legal practice management leader serving tens of thousands of law firms. Relevant as a broad-incumbent cloud platform that competes in similar law firm procurement decisions, with growing UK presence though limited UK-specific probate specialization.

Emerging players

• Hoowla: UK cloud-based legal case management platform for conveyancing, probate, and other practice areas. Comparable as a newer-generation UK legal technology vendor targeting similar small and mid-sized firm customers, though its probate coverage overlaps rather than specializes.
• BrightOffice (BrightLegal): UK legal and accountancy practice management software vendor targeting small and mid-sized firms. Comparable as a competing UK-native cloud platform for legal firms managing private client and probate matters, though with broader rather than estate-administration-focused positioning.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/exizent

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Exizent