Deceased estates
simplified
estateXchange's online platform brings together professional estate representatives and institutions to manage deceased estates and related claims
Used by leading institutions
A simpler, more consistent way to manage deceased estates and claims
Deceased estates and related claims are often complex and sensitive, and the experience people receive matters.
estateXchange enables Professional Representatives and Participants to manage estates and death benefit and life cover claims with greater consistency, efficiency and clarity.
Reduce duplication, improve turnaround times, and streamline how estates and claims are progressed.
For professionals who want to do it better
Professional Representatives and Participants play an important role in reducing the burden on the people they are dealing with, while managing risk and meeting their obligations.
estateXchange supports this by providing a secure, structured way to share and verify documentation and information about a deceased's affairs in one place.
It removes unnecessary duplication, reduces delays, and improves the reliability of how information is shared, verified and acted on.
Bringing Professional Representatives and Participants together
Professional Representatives
Professionals responsible for administering a deceased estate and related claims, including solicitors, professional trustees and financial advisers.
Participants
Institutions 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 and aged care providers.