Solutions

Streamline your administrative tasks and exchange information securely

estateXchange connects professional estate representatives, institutions and service providers to simplify the administration of deceased estates.   Our platform lets you share and validate documentation and information about a deceased estate securely and in one place. We also have Standalone Tools that you can use as needed to validate proof of death and authority, and verify identity.

Made for businesses connected to deceased estates

Professional Representatives

Professionals representing parties responsible for administering a deceased estate including solicitors, professional trustees, accountants or financial advisers.

Participants

Organisations holding assets or involved in the provision of a service in respect of the deceased, including banks, share registries, superannuation funds, insurers, telcos, government, utilities or aged care providers

Spaces and tools designed for collaboration and document verification

Workspaces

Access secure digital workspaces via estateXchange. These let you centralise information, documentation and correspondence relating to a deceased estate.

Use a Workspace to:

Exchange documentation, information and formal letters (statements of position and account finalisation documents)

Validate key documentation about the deceased including fact of death, death certificate and grant of representation (Victoria)

Verify identity electronically

Share forms that require completion and/or signing

Issue requests to resolve issues

Provide instructions to finalise the estate

Standalone Tools

Use these online tools to validate documents and remove the burden of proof from your customer.

Fact of Death Look-up

Use this tool to update your customer database by identifying deceased customers or relevant individuals

Verify a Death Certificate

Use this tool where you hold a Death Certificate and want to verify the content against official records

Grant of Representation Retrieval

Use this tool to extract a grant of representation direct from the source of truth

Electronic Verification of Identity

Use this tool to make it easy for people to identify themselves

Benefits

Professional Representative

Faster realisation of assets
“Do it once” (reduced duplication of tasks)
Minimised and risk reduced input
Progress tracking

Participants

Better customer experience
Improved compliance
Reduced risk of fraud or loss
Greater efficiency

How it works

Think of estateXchange as your secure digital workspace, created specifically for business-to-business use. All users are required to complete an onboarding process before being granted access to our platform. This is to provide confidence in your dealings with other parties using the platform.

Learn more about getting started

Data security and compliance

Safeguarding the security of our data and systems is paramount. We adopt a formal Information Security Management System (ISMS) designed to maintain the security, availability, confidentiality and integrity of our systems and data.   Our policies and practices are undergoing independent audits to attest that our systems and controls are SOC2 (Type 1 and 2) compliant and to certify that our ISMS conforms to the requirements of ISO27001. We are committed to renewing compliance verification and maintaining certification on an ongoing basis in line with industry standard practice.

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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