Notes from the network
Observations from the institutions, law firms and professional trustees working on the network
On working in one place with solicitors
“estateXchange has been a game changer in the deceased estates space.
Having a centralised platform to easily exchange information & documents with solicitors, streamlines the whole estate administration process. The layout is simple & intuitive, making it easy to manage workflow & quickly identify what information has been received and what remains outstanding.
With estateXchange, we have been able to create a more efficient and transparent process for all involved.”
Jessica Warner
Member Operations · Defence Bank
On removing reliance on certified documents
“estateXchange standalone tools enable our Estates team to verify information directly with national records and remove reliance on certified documents.
Implementing estateXchange has streamlined our process, helping us support families more efficiently during a difficult time.”
Belle Allen
Manager - Member Operations and Financial Crimes · QBANK
On joining the network
“Teachers Mutual Bank Limited joined estateXchange to provide our members’ families with a simple and secure way to engage with us during the deceased estate process. This partnership reflects our commitment to supporting members and their loved ones at every stage of their relationship with our Bank, including during some of life’s most challenging circumstances.”
Erica Pickford
Chief Operations Officer · Teachers Mutual Bank
On receiving their first case from a solicitor
“…we received our first case last week, from a solicitor which was exciting for the team. The response from the participating law firm has been extremely positive, with specific acknowledgement of the speed of our engagement and response. It’s a fantastic early indication of the value this partnership can deliver for legal representatives and beneficiaries”
Sharyn Baker
Director Operations, Platforms · North | Platforms
On getting the right information at the right time
“The premise of simplicity lies at the heart of Australian Unity Trustees’ estate administration services. A recurring challenge in deceased estates is obtaining the right information at the right time.
estateXchange reduces back-and-forth with institutions, so we can finalise matters sooner making a difficult process clearer for families and beneficiaries.”
Kirstin Follows
EGM · Australian Unity Trustees
On sending correspondence with Notify+
“The Notify+ tool is incredibly convenient to use. Having key documents like the Death Certificate and Grant already uploaded in a Workspace makes sending correspondence seamless. It’s also a huge time saver not having to track down the correct email address every time.
The built-in reminders are a great safeguard and help ensure nothing is missed - especially compared to manual sending, where attachments and multiple recipients can be easily overlooked”
Jane Song
On closing low value accounts
“One of the Bank’s challenges in relation to deceased estates has been closing low value accounts where we just don’t get the information we require. estateXchange’s death check service has provided a fast and cost-effective way to solve this problem. We’re looking forward to expanding our use of the estateXchange platform to find further efficiencies in the way we manage deceased estates as well as making this difficult process easier for our members.”
Dean Barton
CFO · Defence Bank
On getting responses in days
“We have found estateXchange to be very easy to navigate and are getting responses from banks within days rather than the weeks it would previously take. We are beyond happy with the results we are getting which contribute to reducing delays in finalising matters for our clients.”
Carmel Barrett
On avoiding duplication for clients
“estateXchange will allow us to avoid duplication of documents across numerous financial institutions.
Being able to provide documents and information to various parties simultaneously will reduce our clients’ costs and delays.”
Winona Page
Senior Associate Solicitor · Commins Hendriks
On being invited into a workspace
“Carnbrea & Co are pleased to join the estateXchange network.
We are available for estate lawyers to invite into a deceased’s workspace to facilitate Medallion Guarantee Stamping for US and Canadian shareholdings, as well as provide international broking and wealth management services where required.
estateXchange enables us to receive information about the deceased securely, reducing the risk of fraud and ensuring a smooth, compliant process for all parties.”
Colin Campbell
CEO · Carnbrea & Co
On supporting families through a difficult time
“At Defence Bank, we understand that dealing with the loss of a loved one can be overwhelming. That’s why we’ve partnered with estateXchange to simplify the deceased estate process, making it easier to securely provide information and complete the necessary steps. The partnership helps us deliver faster outcomes, reduce stress for families, and ensure members receive the compassionate support they deserve when they need it most.”
Mirella Prasad
Chief of Operations · Defence Bank
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