Lexis® Deceased Estates is an always-on, all-in-one online workspace that assists you manage every step of the estate administration process, from Master’s Office reporting to financial reconciliation.
Estate administration work is demanding. The challenge involves juggling planning, documents, and strict record keeping across many manual steps and scattered systems. The process slows you down when your time matters most.
Lexis® Deceased Estates gives you that time back.
It works as an always-on, all-in-one online solution that lets you manage every stage of the estate in one place; from Master’s Office reporting to final reconciliation.
You can automate workflows, generate documents, keep client communication in one thread, capture data and produce accurate liquidation and distribution accounts without the usual rework.
The result is fewer delays, fewer errors and far more control.
Built with invaluable insight from professionals like you, it's a smarter way to close estates with complete confidence.
Work online from any device and keep every matter organised in one place with paperless document management, built-in progress tracking and private stakeholder messaging through Lexis® SecureChat.
Generate complete reporting packs and checklists in minutes, apply platform rules to produce precise Liquidation and Distribution Accounts, and handle foreign assets with effortless currency conversion to South African Rand on the date you choose.
Share estate property details directly with Lexis Convey to avoid repeat capture and speed up deeds, while having easy access to supporting systems, practical guidelines, precedents and legislation when you need them.
Protect sensitive information with confidential, authenticated communication.
Keep all exchanges and documents linked to the matter and maintain clear oversight of milestones and responsibilities from first instruction to final account.
Keep track of progress and milestones with our built-in milestone progress tracking.
Simplify the way you report progress to the various stakeholders in the estate and ensure your interactions with stakeholders remain confidential and protected. SecureChat safeguards your private communication with customers and mitigates the risk of sensitive information being hacked.
The integration between Lexis® Convey and Lexis® Deceased Estates simplifies the transfer of fixed property in deceased estates by enabling seamless data sharing between the two systems. With this integration, estate administrators can efficiently transfer property details from Lexis® Deceased Estates to Lexis® Convey, reducing manual data entry and ensuring accuracy.
Users can effortlessly convert international asset values into South African Rand based on currency and a specified date. Streamlining financial reporting and enhancing accuracy in multi-currency transactions.
Because of the collaborative nature of our work, customer feedback continues to be invaluable to us, as we strive to enhance Lexis® Deceased Estates to meet their evolving needs. Key features are added on an ongoing basis, to ensure that we deliver a product that provides our customers with the best solution possible when it comes to the administration of deceased estates.
We have exciting new features and improvements planned for this year, all designed to simplify your work processes and lighten your workload.
Let us contact you to set up a demo of our product and allow us to demonstrate how Lexis® Deceased Estates can simplify your entire deceased estate administration process.
Telephone number: +27 (0) 860 765 432
Email: sales@lexisnexis.co.za
