Knowledge Base
Go to exizent.com
Getting Started
Troubleshooting setup issues
Getting Started
Multifactor Authentication (MFA)
Invoicing
User Management
Account Settings & Access
Integrations
Actionstep
LawWare
P4W
Creating and Managing a Case
Managing the people who can work on your case
Creating a Case
Managing your case
Adding people related to your case
Assets & Liabilities
Estate Discovery
Forms
Inheritance Tax Forms
Court Forms
Managing Forms
Estate Accounts
Hello. How can we help you?
Getting Started
Top tips to help you get started using the Exizent platform
User Management
Helping you manage your team and their access to the platform
Integrations
Setup Exizent integrations with other services and providers
Creating and Managing a Case
Let us guide you through how to build and manage your cases
Adding people related to your case
Learn how to add people to your case, update information and assign roles to them
Assets & Liabilities
Learn how to add and manage assets and liabilities
Estate Discovery
Use out Estate Discovery tool to find asset and liability information on the estate
Forms
Learn how to create and update court and IHT forms
Estate Accounts
Prepare estate accounts, add income and expenses and distribute the estate
