Join estateXchange

estateXchange is open to professional estate representatives, institutions and service providers based in Australia, for business-to-business use.

Eligibility

To become a user of the platform, the following eligibility criteria apply.

Professional Representatives

For Professional representatives - solicitors, professional trustees, accountants or financial advisers - we require evidence of: the category of professional representative you fall intoyour active industry registration/practising  certificate (as applicable)

the category of professional representative you fall into
your active industry registration/practising  certificate (as applicable)

Please note: You will be required to have all supporting evidence readily available at the time of completing our registration form online.

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Participants

For Participants - including banks, share registries, superannuation funds, insurers, telcos, government, utilities or aged care providers - we require information at an organisational level.

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Getting started as a Professional Representative

If you’re a Professional Representative, the process for joining and using estateXchange is outlined below.

Complete a registration form

To do this, you’ll need to confirm your entity details and provide supporting evidence.

Review and sign an agreement

We will issue you an Order Form, together with our Customer terms and conditions, for an authorised signatory to complete and sign.

Verify your identity

All authorised signatories must complete an electronic ID check. You’ll receive this via text message.

Complete a direct debit form

All estateXchange users must provide us with an active fee paying account, for platform billing purposes. Fees are charged via direct debit.

Complete your profile

So we can set-up your profile, we’ll ask for your public contact details, the name you want to appear on the platform and a list of all users to link to your profile.

Get started as a Participant organisation

Participant organisations are invited to register their interest. Our team will be in touch to initiate a personalised process to get you started.

Costs and billing information

estateXchange is a ‘pay per transaction’ platform. This means there is no upfront joining fee and there are no recurring subscription or membership fees.

Users are only charged for the Workspace transactions they make on the platform i.e. one flat fee per transaction and/or for the Standalone Tools they use (e.g. fact of death look-up).

Additional support

Our team is here to help you get the most out of estateXchange.  If you have questions, our dedicated support team is available to assist.

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