Customer Hub

Our Customer Hub is a central location for customers to explore learning resources, get technical support, and review our Customer Agreement.

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If you are an existing customer, click here to access our Customer Hub.

Login and transact

Access your account and start managing deceased estates with ease.

Log in to get started

Learn to use the platform

The estateXchange platform is designed to be intuitive and easy to use without any training required.

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You can explore our learning resources to help you navigate the platform and its features if you get stuck.

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From FAQs to quick reference guides, you’ll find step-by-step information to create and use Workspaces and Standalone Tools, send and receive correspondence, track the status of activity, and more.

Help

For technical support or issue resolution, log a ticket with our help desk.

Customer Agreement

Please review our Customer Agreement to understand the terms and conditions governing the use of the platform.