Knowledge Base
Go to exizent.com
Using the Exizent Platform
Getting Started
Troubleshooting setup issues
Using the Exizent Platform
Building your case
Forms
Estate accounts & administration
Asset search & valuation features
Managing your caseload
Account Management
Account settings & access
User management
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Knowledge Base
Using the Exizent Platform
Getting Started
Troubleshooting setup issues
Using the Exizent Platform
Building your case
Forms
Estate accounts & administration
Asset search & valuation features
Managing your caseload
Account Management
Account settings & access
User management
Using the Exizent Platform
Learn about all the features available to help you manage your caseload effectively
Building your case
How do I add people to my case?
How do I add a professional executor to my case?
How do I add assets and liabilities to my case?
How do I add money owed to the deceased to my case?
How do I re-categorise assets stored under Miscellaneous or Money owed to deceased?
How do I upload documents to my case?
How do I edit the tax threshold on my case?
How do I export my case details to an Excel file?
How do I add overseas assets to my case?
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Forms
How do I prepare an IHT400 form and the relevant schedules?
How do I prepare a C1 form for Scottish estates?
How do I detach a form in order to edit it?
How do I prepare an IHT205 form?
How do I prepare a PA1P or PA1A court form?
How do I prepare a C5 form?
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Estate accounts & administration
How do I prepare estate accounts for my case?
How do I distribute to beneficiaries?
How do I add an expense to my case?
How do I add income or receipts to my case?
Asset search & valuation features
How do I run an Estate discovery search on my case?
How do I perform a Zoopla property valuation search?
How do I perform a motor vehicle valuation check?
Managing your caseload
Top tips for managing your caseload
How do I find a case I'm working on?
How do I change the case owner?
How do I add a delegate to my case?
How do I close a case once I'm finished working on it?
How do I view all the cases in my company?
How do I request or suggest a new feature?
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