Knowledge Base
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Forms
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
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Knowledge Base
Forms
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
Forms
Learn how to create and update court and IHT forms
FAQs for the platform/court forms and IHT forms
How do I prepare an IHT423?
Inheritance Tax Forms
How do I prepare an IHT400 form and the relevant schedules?
How do I prepare an IHT403 form?
How do I prepare an IHT205 form?
How do I prepare an IHT409 form?
How do I prepare an IHT421 form?
How do I prepare an IHT435 form?
How do I prepare an IHT436 or IHT402 form?
How do I prepare the reduced rate of Inheritance Tax IHT430 schedule?
How do I prepare an IHT418 schedule?
How does the rounding work on the IHT forms?
How do I add multiple office addresses to my Exizent account?
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Court Forms
How do I prepare a C1 form for Scottish estates?
How do I order executors on the C1 to match the order in the will (Scottish Estates)
How do I group multiple accounts with one institution on the C1 inventory? (for Scottish estates)
How do I prepare a C5 form?
How do I prepare a PA1P or PA1A court form?
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Managing Forms
How do I detach a form in order to edit it?
