Deceased estates simplified

About

estateXchange's online platform* brings together professional estate representatives and institutions to digitise and exchange information and documentation about a deceased estate in a simplified, secure, and sympathetic way.

* patent pending

Benefits

Estate representative, family/beneficiaries

  • Faster realisation of assets
  • “Do it once” (reduced duplication of tasks)
  • Minimised and risk reduced input
  • Seamlessly track progress

Institutions

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

Leadership

An Australian-based team with deep industry expertise.

Sarah Poole

Founder & Co-CEO

Former lawyer, business executive, and Head of Deceased Estates at NAB – deep industry expertise with 20+ years of experience.

Marielle Yeoh

Founder & Co-CEO

Former PEXA executive responsible for driving industry collaboration and transformation – deep financial services and technology expertise with 20+ years of experience.

Simon Bray

Technology Executive

Over 35 years of technology and product experience; a former Partner with Accenture and Chief Information Officer and Chief Product Officer at PEXA.

Ben Darlow

Product Executive

Over 23 years of banking, transformation, and product experience, including the last 4 years leading the design, build, implementation, and optimisation of NAB’s deceased estates service.

Lisa Carle

Customer Executive

More than 25 years’ experience in customer service and digital transformation, including the last 9 years as General Manager Financial Services at PEXA.

Board

Dan Phillips

Director

As Executive Director / Global Co-Head Venture Capital at Macquarie Group, Dan has more than 25 years of experience providing venture capital to high growth companies in Australia, Asia, Europe, Israel and the US across the online and digital, media, IT and data services, cyber security and payments infrastructure sectors.

Dan serves on a number of private company Boards including estateXchange. Dan has previously served on the Boards of numerous public and private companies and was a member of the Australian Federal Government's ICT Advisory Board.

Peter Halstead

Director

Peter has over 45 years of capital markets experience across Australia and Europe. He is currently Chief Investment Officer at Little Group (Paul Little’s family office), Independent Chair at Affinda, and a Director at Kolmeo and estateXchange.

Peter previously served on the Board of PEXA and held roles including Head of Equity Capital Markets at Lazard and Head of Institutional Sales at Citi for Australia & New Zealand.

Sarah Poole

Director

Founder and Co-CEO of estateXchange. Former lawyer, business executive, and Head of Deceased Estates at NAB – deep industry expertise with 20 + years of experience.

Marielle Yeoh

Director

Founder and Co-CEO of estateXchange. Former PEXA executive responsible for driving industry collaboration and transformation – deep financial services and technology expertise with 20 + years of experience.

Contact us

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