Join estateXchange

estateXchange is open to professional estate representatives, institutions and service providers based in Australia, for business-to-business use.

Eligibility

To become a user of the platform, the following eligibility criteria apply.

Professional Representatives

For Professional representatives - solicitors, professional trustees, accountants or financial advisers - we require evidence of:

  • the category of professional representative you fall into
  • your active industry registration/practising
 certificate (as applicable)
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Participants

For Participants - including banks, share registries, superannuation funds, insurers, telcos, government, utilities or aged care providers - we require information at an organisational level.
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Get started as a Professional Representative

If you’re a Professional Representative, the process for joining and using estateXchange is outlined below.

1
Register your interest
Click below to register your interest in joining estateXchange.
2
Review and sign an agreement
We'll provide you access to our Customer Hub to review and sign our platform terms and conditions.
3
Complete a direct debit form
Provide account details and authorisation for billing purposes.
4
Activate and get started
Follow the activation instructions in your welcome email and you're ready to go.

Get started as a Participant organisation

Participant organisations are invited to register their interest. Our team will be in touch to initiate a personalised process to get you started.

Register now

Costs and billing information

estateXchange is a ‘pay per transaction’ platform. This means there is no upfront joining fee and there are no recurring subscription or membership fees.

Users are only charged for the transactions they make on the platform i.e. one flat fee per Workspace transaction and/or Standalone Tools used (e.g. Fact of Death Lookup).

Additional support

Our team is here to help you get the most out of estateXchange.

If you have questions, our dedicated support team is available to assist.

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