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
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
Initiate requests to resolve issues
Provide instructions to finalise the estate
Standalone Tools
Fact of Death Lookup
Use this tool to update your customer database by identifying deceased customers or relevant individuals
Death Certificate Verification
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 Representatives
- 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.
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.
We currently hold SOC2 Type 1 status. Our policies and practices are currently undergoing further independent audit to attest that controls are SOC2 Type 2 compliant and to certify that they conform to the requirements of ISO27001. We commit to maintaining these formal attestations and certifications.
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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