One platform. A simpler way of working.
Managing estates and related claims involves multiple parties, multiple requests, and repeated information. estateXchange brings this together into a single, consistent approach.
Instead of repeating the same information across different organisations, information is shared once, verified where available, and used across the estate or claim.
See it in action
How estateXchange works
Information is captured once
Core information about the deceased and the estate or claim is provided in a simple, structured way, including easy upload of key documents.
That information is captured once and can be used across the estate or claim without needing to be re-entered.
Information is shared securely
That information is shared with relevant Participants, allowing it to be used across multiple interactions without being repeated.
Information is verified and progressed
Documentation and information can be verified, and requests can be progressed more efficiently within a consistent and secure framework.
What this means in practice
- Reduce repeated requests and re-entry of the same information across organisations
- Improve turnaround times by minimising delays and follow-ups
- Increase the reliability and completeness of information
- Support more confident verification and decision-making
- Provide clearer visibility across the estate or claim
A more consistent way to manage estates and claims
estateXchange provides a structured and secure way to share and verify information across organisations.
It works within existing processes and systems, reducing duplication and enabling matters to be progressed more efficiently, without requiring major change or integration.
All users complete an onboarding process before being granted access, providing confidence in interactions between Professional Representatives and Participants.
Common questions about estateXchange
Learn more about how estateXchange works, onboarding, and security.
