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North partners to streamline estate planning on-platform

Published byMoney Management· Jul 2026

AMP's North has partnered with estate planning platform estateXchange as part of its efforts to deliver an end-to-end, full lifecycle solution for advisers.

As the profession gears up to handle a wave of wealth transfer and aging clients, estateXchange offers a streamlined estate planning solution that connects advisers, solicitors, accountants and beneficiaries to upload and share documents through a secure channel designed to improve visibility and reduce duplication throughout the process.

Words by Shy-Ann Arkinstall

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