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
User management
Account settings & access
Multifactor Authentication (MFA)
Invoicing
Integrations
LawWare
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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
User management
Account settings & access
Multifactor Authentication (MFA)
Invoicing
Integrations
LawWare
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 assets and liabilities to my case?
How do I delete an asset or liability that I have added to my case?
How do I add funeral expenses to my case?
How do I add NS&I products 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 add overseas assets to my case?
How do I add a professional executor to my case?
How do I export my case details to an Excel file?
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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 delete a schedule from my case?
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 generate an IHT421 form?
How do I prepare an IHT436 or IHT402 form?
How do I prepare an IHT435 form?
How do I manage IHT435 forms created prior to 28 June 2023 in my cases?
How do I manage IHT436 and IHT402 forms created prior to 7th of July 2023 in my cases?
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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