# estateXchange
Canonical Origin: https://www.estatexchange.com.au/
## LLM Resources
- [Full Content](https://www.estatexchange.com.au/llms-full.txt): Complete page content in markdown format.
---
- **Page:** estateXchange | Deceased estates simplified
- **Source:** https://www.estatexchange.com.au/
- **Description:** estateXchange is the secure digital workspace that connects estate professionals with institutions to simplify deceased estate administration across Australia.
# Deceased estates
simplified
estateXchange's online platform brings together professional estate representatives and institutions to manage deceased estates and related claims
[Get started](https://www.estatexchange.com.au/join)
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.
[See how estateXchange works](https://www.estatexchange.com.au/how-it-works)
## Get started with estateXchange
[Join estateXchange](https://www.estatexchange.com.au/join) [Request a platform demo](https://www.estatexchange.com.au/contact)
---
- **Page:** How it works | estateXchange
- **Source:** https://www.estatexchange.com.au/how-it-works
- **Description:** Learn how estateXchange works: a structured, secure way for Professional Representatives and Participants to manage deceased estates and claims.
# 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
**01**
### **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.
**02**
### **Information is shared securely**
That information is shared with relevant Participants, allowing it to be used across multiple interactions without being repeated.
**03**
### **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.
## See how estateXchange works for you
[**For Professional Representatives**
Reduce duplication, improve visibility, and progress estates and claims more efficiently.Learn more ](https://www.estatexchange.com.au/solutions/professional-representatives)
[**For Participants**
Receive consistent information, improve efficiency, and reduce risk when processing estates and claims.Learn more ](https://www.estatexchange.com.au/solutions/participants)
## Common questions about estateXchange
Learn more about how estateXchange works, onboarding, and security.
[View FAQs](https://www.estatexchange.com.au/faqs)
## Get started with estateXchange
[Join estateXchange](https://www.estatexchange.com.au/join) [Request a platform demo](https://www.estatexchange.com.au/contact)
---
- **Page:** Get started | estateXchange
- **Source:** https://www.estatexchange.com.au/join
- **Description:** Get started on the estateXchange verified network. No subscription. No integration. Pay per transaction.
# Get started
Email us at [~~hello@estatexchange.com.au~~](mailto:hello@estatexchange.com.au)
---
- **Page:** About | estateXchange
- **Source:** https://www.estatexchange.com.au/about
- **Description:** Learn about estateXchange, founded in 2023 in Melbourne to digitise deceased estate administration across Australia.
# Why we exist
Those involved in the administration of deceased estates know it can be a challenging and time-intensive process. Dealing with outdated paper-based forms, varied certification requirements, and relying on physical attendance to share and verify documents adds to the administrative burden.
With increased regulatory pressure, evolving community expectations, a rise in fraud, and the need to reduce operational costs, it's time to re-think how we manage deceased estates.
Welcome to estateXchange.
## Our purpose
Our purpose is to take the complexity out of deceased estate administration.
Independent and Australian-owned, estateXchange is a secure online platform that connects estate professionals and relevant organisations to streamline information sharing and accelerate the process of settling deceased estates - simply and securely.
Led by a team with deep expertise in deceased estates and industry digitisation and backed by leading businesses, estateXchange's patent pending technology is revolutionising how estate professionals and organisations work together to deliver outcomes for grieving families.
## Leadership
### **Sarah Poole**
Founder & Co-CEO
Former lawyer, business executive, and Head of Deceased Estates at NAB. Deep industry expertise with 20+ years of experience.
[Sarah Poole on LinkedIn](https://au.linkedin.com/in/sarah-poole1)
### **Marielle Yeoh**
Founder & Co-CEO
Former PEXA executive responsible for driving industry collaboration and transformation. Deep financial services and technology expertise with 20+ years of experience.
[Marielle Yeoh on LinkedIn](https://au.linkedin.com/in/marielle-yeoh-8265b525)
## Board
### **Sarah Poole**
Founder & Director
Former lawyer, business executive, and Head of Deceased Estates at NAB. Deep industry expertise with 20+ years of experience.
### **Marielle Yeoh**
Founder & Director
Former PEXA executive responsible for driving industry collaboration and transformation. Deep financial services and technology expertise with 20+ years of experience.
### **Dan Phillips**
Director
As co-founder and Executive Chairman of Macquarie Capital's venture capital group, Dan has more than 30 years of experience providing venture capital to high growth companies in Australia, Asia, Europe, Israel and the US across the online and digital, media, IT and data services, cyber security and payments infrastructure sectors. Dan serves on a number of private company Boards including estateXchange.
Dan has previously served on the Boards of numerous public and private companies and was a member of the Australian Federal Government's ICT Advisory Board.
### **Peter Halstead**
Director
Peter has over 45 years of capital markets experience across Australia and Europe. He is currently Chief Investment Officer at Little Group (Paul Little's family office), Independent Chair at Affinda, and a Director at Kolmeo and estateXchange.
Peter previously served on the Board of PEXA and held roles including Head of Equity Capital Markets at Lazard and Head of Institutional Sales at Citi for Australia & New Zealand.
## Get started with estateXchange
[Join estateXchange](https://www.estatexchange.com.au/join) [Request a platform demo](https://www.estatexchange.com.au/contact)
---
- **Page:** Trust | estateXchange
- **Source:** https://www.estatexchange.com.au/trust
- **Description:** How estateXchange keeps information secure, with industry-recognised certifications including ISO 27001 and SOC 2 Type 2, and detailed information available in our Trust Centre.
# Confidence in how information is shared, verified and protected
estateXchange's online platform brings together professional estate representatives and institutions to manage deceased estates and related claims
## Built for security, verification and compliance
estateXchange provides a structured and secure environment for sharing, receiving and verifying information across organisations.
We adopt a formal Information Security Management System designed to maintain the security, availability, confidentiality and integrity of systems and data.
We maintain industry-recognised certifications, including ISO 27001 and SOC 2 Type 2, and commit to ongoing compliance with these frameworks.
## Access and control
- Access to estateXchange is limited to users who have been formally onboarded.
- All users are required to authenticate using multi-factor authentication or approved identity systems.
- Information shared within the platform is only visible to authorised parties within a Workspace.
## Designed to work with existing processes
estateXchange is designed to work within existing systems and processes, providing a structured approach to information sharing, validation and communication.
It supports a more consistent and secure way to exchange information across organisations, without requiring major system change or integration.
## Learn more
More detailed information on security, compliance, data handling and platform architecture is available in our Trust Centre.
[Learn more at our Trust Centre](https://trust.estatexchange.com.au)
## Get started with estateXchange
[Join estateXchange](https://www.estatexchange.com.au/join) [Request a platform demo](https://www.estatexchange.com.au/contact)
---
- **Page:** Professional Representatives | estateXchange
- **Source:** https://www.estatexchange.com.au/solutions/professional-representatives
- **Description:** estateXchange gives Professional Representatives a secure, structured way to manage deceased estates and claims across institutions, reducing duplication and improving visibility.
---
- **Page:** Participants | estateXchange
- **Source:** https://www.estatexchange.com.au/solutions/participants
- **Description:** estateXchange helps Participants receive, verify and respond to deceased estate and claim information consistently, improving efficiency and reducing compliance and fraud risk.
---
- **Page:** Media & News | estateXchange
- **Source:** https://www.estatexchange.com.au/insights/media
- **Description:** estateXchange in the press: news, media coverage, and announcements.
# Media & News
[Australian Financial Review · Jan 2026**Macquarie backs deceased estate start-up founded by ex-NAB and PEXA execs**
Read more ](https://www.estatexchange.com.au/insights/media/macquarie-backs-deceased-estate-start-up)
[Money Management · Jul 2026**North partners to streamline estate planning on-platform**
Read more ](https://www.estatexchange.com.au/insights/media/north-partners-to-streamline-estate-planning-on-platform)
[Forbes · Apr 2026**Quick Takes: Three Australian entrepreneurs to watch - Issue 22**
Read more ](https://www.estatexchange.com.au/insights/media/forbes-three-australian-entrepreneurs-to-watch)
[Australian Financial Review · Apr 2026**Legal sector disruptors cash in on spiralling costs of dying**
Read more ](https://www.estatexchange.com.au/insights/media/legal-sector-disruptors-cash-in-on-spiralling-costs-of-dying)
[Australian Financial Review · Feb 2026**We asked lawyers to test the AI tool that tanked stocks this week**
Read more ](https://www.estatexchange.com.au/insights/media/we-asked-lawyers-to-test-the-ai-tool)
[Smart Company · Jan 2026**Three Aussie startups that raised $55.8 million this week**
Read more ](https://www.estatexchange.com.au/insights/media/three-aussie-startups-that-raised-55-million)
[Business News Australia · Jan 2026**Deceased estate admin platform estateXchange secures $12.5m backing from Macquarie and rich listers**
Read more ](https://www.estatexchange.com.au/insights/media/business-news-australia-estatexchange-secures-12-5m)
[Startup Rise · Jan 2026**EstateXchange Secures $12.5M in First Funding Round**
Read more ](https://www.estatexchange.com.au/insights/media/startup-rise-estatexchange-secures-12-5m)
[Startup Daily · Jan 2026**Deceased estate digitisation startup banks $12.5 million in first raise**
Read more ](https://www.estatexchange.com.au/insights/media/startup-daily-deceased-estate-digitisation-startup)
[Capital Brief · Jan 2026**Macquarie, OIF Ventures back deceased estate startup, estateXchange**
Read more ](https://www.estatexchange.com.au/insights/media/capital-brief-macquarie-oif-ventures-back-estatexchange)
[Law Institute Journal · Sep 2025**How tech is helping settle deceased estates**
Read more ](https://www.estatexchange.com.au/insights/media/how-tech-is-helping-settle-deceased-estates)
## Get started with estateXchange
[Join estateXchange](https://www.estatexchange.com.au/join) [Request a platform demo](https://www.estatexchange.com.au/contact)
---
- **Page:** FAQs | estateXchange
- **Source:** https://www.estatexchange.com.au/faqs
- **Description:** Frequently asked questions about estateXchange: getting started, how it works, working with others, and security, data and compliance.
# FAQs
## Getting started
Register your organisation, review the Platform Terms and sign an Order Form. Then tell us which users in your organisation you want set up in estateXchange, along with your basic configuration preferences.
We'll complete our onboarding checks and get you set up, so you're ready to transact. We've had solicitors transacting the same day they registered, and banks set up within 24 hours.
Registration can be completed by any individual on behalf of your organisation. At the final step, contracts must be executed by an authorised signatory who is legally permitted to sign on behalf of your organisation.
Sign-up is designed to be straightforward and efficient, when you have the required information available. In some cases, organisations have completed sign-up in under an hour!
Where your organisation requires detailed contract reviews, technology questionnaires or data security assessments, these can be managed as part of onboarding to enable you to begin using estateXchange as soon as possible.
Following completion of all required documentation, account activation will be completed within one business day.
Once your account is activated, you will receive a welcome email with a link to access the platform. You will be prompted to set your password and multi-factor authentication, after which you can begin using estateXchange.
Multi-factor authentication is required to help keep your account secure. Guidance is provided within the platform to assist you in connecting an authentication app to your estateXchange account.
Click [~~here~~](https://www.estatexchange.com.au/account-set-up-and-multi-factor-authentication) for support setting up an authenticator app.
## How estateXchange works
estateXchange is a secure, cloud-based platform that does not require installation or integration with your systems. You can access it via a secure online login.
No. estateXchange provides a structured environment to support administrative work. You remain responsible for managing the estate or claim and determining how your processes are applied.
estateXchange is designed to work alongside your existing processes and workflows. You retain full control over how you manage estates and claims, with minimal, if any, process change required.
As you begin using estateXchange, you may identify opportunities to reduce duplication and streamline your processes. Our support team can work with you to help realise these efficiencies and maximise value.
No. You can continue to use existing communication channels such as email, post, phone or in-person interactions. estateXchange can be used alongside these channels, with documentation uploaded where appropriate.
Yes. You can continue to manage estates and claims within a Workspace and use Notify+ to send structured notifications and documentation to organisations outside the network.
You can also use our suite of Standalone Tools, which are designed to be used without the need for any other parties.
This means you can start using estateXchange straight away, even where other parties are not yet part of the estateXchange network.
We're sorry for your loss. Dealing with an estate or claim after a bereavement can be difficult, particularly when you are being asked to provide the same information to multiple institutions.
estateXchange is designed for Professional Representatives and institutions involved in deceased estates and related claims. It is not available for individuals to use directly.
If you are working with a solicitor, professional trustee, or financial adviser, you may wish to ask whether they use estateXchange to help share and manage information with institutions.
## Working with others
Workspaces are initiated by Professional Representatives. Once a Workspace has been created and minimum information has been provided, you can invite Participants from a list of active organisations within the estateXchange network.
If you are a Professional Representative, it's easy to see within estateXchange which organisations are Participants and can be invited to collaborate in a Workspace.
You can also see which organisations can be contacted using the Notify+ feature.
Both lists are continually growing.
If you are managing shareholdings with share registries, we also maintain detailed mapping to support seamless engagement with the right registry.
Yes. Using the Notify+ feature, you can send a structured notification to organisations outside the network where a public-facing email address is available.
Notifications include key information about the deceased and a compiled PDF of selected documentation.
This allows Professional Representatives to work in a more consistent way, even where an organisation is not yet part of the estateXchange network.
estateXchange is designed for business-to-business use. It is not intended for communication with individuals such as family members or beneficiaries.
A 'Notification of death' email indicates that a registered Professional Representative has identified a likely relationship between an estate they are managing and your organisation. They have used Notify+ to send a structured notification.
The email includes key details such as name, date of birth and date of death, along with a PDF containing supporting documentation. You can respond directly to the Professional Representative using the contact details provided.
## Security, data and compliance
estateXchange is designed with security as a priority. We maintain a formal Information Security Management System to support the security, availability, confidentiality and integrity of our systems and data.
We hold ISO 27001 certification and SOC 2 Type 2 attestation, and maintain ongoing compliance with these frameworks.
estateXchange is not intended to be a long-term storage system or system of record. You should download and retain relevant documentation within your own systems.
Yes. We will work with you and relevant operational, technology and risk colleagues to understand your needs, and set you up for success.
Integration can be explored over time and is not required to begin using, and realising the benefits of, estateXchange.
If your organisation uses network security tools that inspect or block file uploads and downloads, we recommend asking your IT or security team to allow traffic to estateXchange, including file uploads and downloads. This helps avoid issues such as documents failing to upload.
Click [~~here~~](https://www.estatexchange.com.au/network-and-security-allowlisting) for the list of addresses to allow and guidance to share with your IT or security team.
## Get started with estateXchange
[Join estateXchange](https://www.estatexchange.com.au/join) [Request a platform demo](https://www.estatexchange.com.au/contact)
---
- **Page:** Contact | estateXchange
- **Source:** https://www.estatexchange.com.au/contact
- **Description:** Get in touch with the estateXchange team.
# Contact us
Email us at [~~hello@estatexchange.com.au~~](mailto:hello@estatexchange.com.au)
---
- **Page:** Terms and Conditions | estateXchange
- **Source:** https://www.estatexchange.com.au/terms-and-conditions
- **Description:** The terms and conditions governing your use of the estateXchange website.
# Terms and Conditions
This website is owned by estateXchange Pty Ltd ACN 668 082 880. By accessing and/or using this website and related services, you agree to these Terms and Conditions, which include our Privacy Policy (available at [www.estateXchange.com.au/privacy-policy](https://www.estateXchange.com.au/privacy-policy)) (**Terms**). You should review our Privacy Policy and these Terms carefully and immediately cease using our website if you do not agree to these Terms.
In these Terms, 'us', 'we' and 'our' means estateXchange Pty Ltd ACN 668 082 880 and our related bodies corporate. For clarity, these Terms apply to your use of the [www.estatexchange.com.au](https://www.estatexchange.com.au) website. Use of the estateXchange platform is governed by separate terms and conditions as notified by us.
## 1. Collection Notice
We collect personal information about you in order to respond to your registration of interest and for purposes otherwise set out in our Privacy Policy at [www.estateXchange.com.au/privacy-policy](https://www.estateXchange.com.au/privacy-policy).
We may disclose that information to third parties that help us deliver our services (including information technology suppliers, communication suppliers and our business partners) or as required by law. If you do not provide this information, we may not be able to provide all of our services to you.
Our Privacy Policy explains: (i) how we store and use, and how you may access and correct your personal information; (ii) how you can lodge a complaint regarding the handling of your personal information; and (iii) how we will handle any complaint. If you would like any further information about our privacy policies or practices, please contact us at [info@estatexchange.com.au](mailto:info@estatexchange.com.au). By providing your personal information to us, you consent to the collection, use, storage and disclosure of that information as described in the Privacy Policy and these Terms.
## 2. Accuracy, completeness and timeliness of information
The information on our website is not comprehensive and is intended to provide a summary of the subject matter covered. While we use all reasonable attempts to ensure the accuracy and completeness of the information on our website, to the extent permitted by law, including the Australian Consumer Law, we make no warranty regarding the information on this website. You should monitor any changes to the information contained on this website.
We are not liable to you or anyone else if interference with or damage to your computer systems occurs in connection with the use of this website or a linked website. You must take your own precautions to ensure that whatever you select for your use from our website is free of viruses or anything else (such as worms or Trojan horses) that may interfere with or damage the operations of your computer systems.
We may, from time to time and without notice, change or add to the website (including the Terms) or the information, products or services described in it. However, we do not undertake to keep the website updated. We are not liable to you or anyone else if errors occur in the information on the website or if that information is not up to date.
## 3. Linked sites
Our website may contain links to websites operated by third parties. Those links are provided for convenience and may not remain current or be maintained. Unless expressly stated otherwise, we do not endorse and are not responsible for the content on those linked websites and have no control over or rights in those linked websites.
## 4. Intellectual property rights
Unless otherwise indicated, we own or license from third parties all rights, title and interest (including copyright, designs, patents, trademarks and other intellectual property rights) in this website and in all of the material (including all text, graphics, logos, audio and software) made available on this website (Content).
Your use of this website and use of and access to any Content does not grant or transfer any rights, title, or interest to you in relation to this website or the Content. However, we do grant you a licence to access the website and view the Content on the terms and conditions set out in this Agreement and, where applicable, as expressly authorised by us and/or our third-party licensors.
Any reproduction or redistribution of this website or the Content is prohibited and may result in civil and criminal penalties. In addition, you must not copy the Content to any other server, location or support for publication, reproduction or distribution is expressly prohibited.
All other use, copying or reproduction of this website, the Content, or any part of it is prohibited, except to the extent permitted by law.
## 5. Unacceptable activity
You must not do any act that we would deem to be inappropriate, is unlawful or is prohibited by any laws applicable to our website, including but not limited to:
- any act that would constitute a breach of either the privacy (including uploading private or personal information without an individual's consent) or any other of the legal rights of individuals;
- using this website to defame or libel us, our employees or other individuals;
- uploading files that contain viruses that may cause damage to our property or the property of other individuals;
- posting or transmitting to this website any non-authorised material including, but not limited to, material that is, in our opinion, likely to cause annoyance, or which is defamatory, racist, obscene, threatening, pornographic or otherwise or which is detrimental to or in violation of our systems or a third party's systems or network security.
If we allow you to post any information to our website, we have the right to take down this information at our sole discretion and without notice.
## 6. Warranties and disclaimers
To the maximum extent permitted by law, including the Australian Consumer Law, we make no warranties or representations about this website or the Content, including but not limited to warranties or representations that they will be complete, accurate or up to date, that access will be uninterrupted or error-free or free from viruses, or that this website will be secure.
We reserve the right to restrict, suspend or terminate without notice your access to this website, any Content, or any feature of this website at any time without notice and we will not be responsible for any loss, cost, damage, or liability that may arise as a result.
## 7. Liability
To the maximum extent permitted by law, including the Australian Consumer Law, in no event shall we be liable for any direct and indirect loss, damage or expense – irrespective of the manner in which it occurs – which may be suffered due to your use of our website and/or the information or materials contained on it, or as a result of the inaccessibility of this website and/or the fact that certain information or materials contained on it are incorrect, incomplete or not up-to-date.
## 8. Jurisdiction and governing law
Your use of the website and these Terms are governed by the law of Victoria and you submit to the non-exclusive jurisdiction of the courts exercising jurisdiction in Victoria.
## Get started with estateXchange
[Join estateXchange](https://www.estatexchange.com.au/join) [Request a platform demo](https://www.estatexchange.com.au/contact)
---
- **Page:** Customer stories | estateXchange
- **Source:** https://www.estatexchange.com.au/insights/customer-stories
- **Description:** Customer stories from Professional Representatives and Participants working with estateXchange.
# Customer stories
Customer stories are coming soon. Check back to read how organisations are working with estateXchange.
## Get started with estateXchange
[Join estateXchange](https://www.estatexchange.com.au/join) [Request a platform demo](https://www.estatexchange.com.au/contact)
---
- **Page:** Privacy Policy | estateXchange
- **Source:** https://www.estatexchange.com.au/privacy-policy
- **Description:** How estateXchange collects, uses, stores and discloses your personal information in accordance with the Australian Privacy Principles.
# Privacy Policy
We are committed to respecting your privacy. Our Privacy Policy sets out how we collect, use, store and disclose your Personal Information taking into account the Australian Privacy Principles contained in the Privacy Act.
By providing Personal Information to us, you consent to our collection, use and disclosure of your Personal Information in accordance with this Privacy Policy and any other arrangements that apply between us. We may change our Privacy Policy from time to time by publishing changes to it on our Website. We encourage you to check our Website periodically to ensure that you are aware of our current Privacy Policy.
This Privacy Policy uses the following defined terms:
**Affiliates** means, in relation to estateXchange, another entity that controls, is under the control of or is under common control with estateXchange. In this definition, control means that an entity has the capacity to determine the outcome of decisions about the other entity's financial and operating policies, including by holding more than 50% of the relevant voting or ownership interest in the other entity.
**Content** means documents, files, text or instant messages, emails, electronic signatures, images, and any other information, data, materials or electronic media.
**Other Users** means any person who accesses or uses the Platform or Services, other than you.
**Personal Information** means information or an opinion about an identified individual, or an individual that is reasonably identifiable. For example, this may include your name, age, gender, postcode and contact details.
**Platform** means the online platform made available by estateXchange for use in the administration and management of the affairs or estate of a deceased person.
**Privacy Act** means the Privacy Act 1988 (Cth).
**Privacy Policy** means this document as amended from time to time.
**Sensitive Information** has the meaning given in the Privacy Act and includes information or an opinion about your racial or ethnic origin, political opinions or associations, religious beliefs or affiliations, philosophical beliefs, professional or trade association or union membership, sexual orientation or practices, criminal records, health information, genetic information and biometric information and templates.
**Services** means the services provided by estateXchange from time to time (including under a separate agreement with us), including access to and use of the Platform, Support Services or any other products or services made available on the Platform by estateXchange from time to time.
**Spam Act** means the Spam Act 2003 (Cth).
**Support Services** means the supply of standard technical and customer support for the Services, provided by estateXchange or any of its employees, contractors or agents of estateXchange or of its Affiliates (as applicable).
**Third Party Service** means a service (including software) that is provided by a party (other than estateXchange) that may interoperate with, integrate into, or is ancillary or related to the Services.
**Us**, **we** or **our** means estateXchange Pty Ltd ACN 668 082 880, and our Affiliates.
**Website** means the website available at [www.estatexchange.com.au](https://www.estatexchange.com.au), or such other online service made available by estateXchange from time to time (including the "Customer Hub" and any other services that may be accessible through a login provided by estateXchange).
**Workspace** means a dedicated space on the Platform specific to a deceased person.
**You** or **your** means the individual to which the relevant Personal Information relates.
## What Personal Information do we collect?
We only collect Personal Information to the extent that it is reasonably necessary for one or more of our functions or activities.
The types of Personal Information we may collect includes but is not limited to:
- if you **use the Platform, our Website or our Services**, your name, postal or street address, email address, telephone number and other contact details, age or date of birth, place of work and job title, professional registration numbers, your role in the administration of the affairs or estate of a deceased person, details of the Services we have provided to you, including any additional information necessary to deliver those Services, information you provide to us through customer surveys, or any other Personal Information that may be required in order to facilitate your dealings with us or that you provide to us through the Platform or our application or Website;
- if you **access our Website or Platform**, to the extent that it is Personal Information, your device ID, device type, geo-location information, computer and connection information, statistics on page views, traffic to and from the sites, ad data, IP address and standard web log information;
- if you use our Platform to **verify your identity**, details of your identity and government related identifiers (such as your driver's licence and/or passport details);
- if you have a **subscription**, your payment details;
- if you **contact us**, details of any Services you have enquired about, including any additional information necessary to respond to your enquiries; or
- if you **apply for a job with us**, your qualifications, education and employment history and any other Personal Information contained in your resume or application.
In using our Platform, our Website or our Services, we may collect Sensitive Information about you, such as:
- details of your health, where relevant to assess your capacity to act in relation to the affairs or estate of a deceased person; and
- photos or videos of you containing biometric information, where required to verify your identity. To the extent we need this information, we will seek your consent (or the consent of the relevant person acting on your behalf) before we collect and use Sensitive Information about you, unless we are otherwise permitted to collect that information by law.
It is possible that in the course of providing our Services that we may also collect certain health information related to deceased persons (for example, the cause of death of a deceased person). While this information is not Personal Information under the Privacy Act, this information will be used and disclosed in accordance with law, including any applicable health records and other privacy legislation.
## How do we collect Personal Information?
Our preference is to collect Personal Information about an individual directly from that individual unless it is unreasonable or impracticable to do so.
We will generally collect Personal Information from the following sources:
- **Directly from you**, including via the Platform, our Website or application (including through the use of tools which incorporate artificial intelligence and machine learning capabilities to extract information and automate existing processes), through social media profiles or through your other interactions with us (for example by email, online chat or other correspondence). You may be required to provide us with Personal Information about other individuals in the course of using the Platform or any of our Services. If you provide us with Personal Information about any other individual it is your responsibility to ensure that you have any required consent to provide us with that Personal Information, where reasonably practicable, and to ensure that the relevant individual is aware of this Privacy Policy;
- from **Other Users of the Platform and our Services**, for example, when they nominate you as an authorised representative or interested party, or upload Content through the Platform or a Workspace that includes Personal Information about you;
- from **Third Party Services**, including services operated by state and territory government authorities, Amazon Web Services Australia Pty Ltd, OCR Labs Pty Ltd (trading as IDVerse), Okta Inc and HubSpot Inc;
- from our other **third party suppliers**, for example, from our service providers who assist with the processing of your personal information to enable you to obtain the benefit of our Services; and
- from **any recruitment consultant, previous employer and references**, if you apply for a job with us.
In addition, when you apply for a job or position with us we may collect certain information from you (including your name, contact details, working history and relevant records checks) from any recruitment consultant, your previous employers and others who may be able to provide information to us to assist in our decision on whether or not to make you an offer of employment or engage you under a contract.
This Privacy Policy does not apply to acts and practices in relation to employee records of our current and former employees, where they are exempt from the Privacy Act.
## Why do we collect, use and disclose Personal Information?
We may collect, hold, use and disclose Personal Information for the following purposes:
- **providing and operating the Platform and our Services**: including the associated management of the affairs or estate of a deceased person, understanding your role and authority in relation to the affairs or estate of a deceased person, for the purpose of verifying or authenticating your identity and fraud prevention, to process and populate Personal Information within the Platform (including through the use of tools which incorporate artificial intelligence and machine learning capabilities to extract information and automate existing processes), and to otherwise provide our Services;
- **communicating with you**: for example responding to your enquiries, questions, requests and complaints and to send you service, support and administrative messages, reminders, technical notices, updates, security alerts, and information requested by you;
- **marketing**: to send you marketing and promotional messages and other information that may be of interest to you, including information sent by, or on behalf of, our business partners that we think you may find interesting and to administer rewards, surveys, contests or other promotional activities or events sponsored or managed by us or our business partners;
- **operating our business**: including to operate, protect, improve and optimise the Platform, our applications, Website, Services, business and users’ experience, such as to perform analytics, undertake internal reporting, conduct research and for advertising and marketing;
- **conducting business transactions**: such as processing invoices, bills, direct debits and related financial matters related to the provision of our Services;
- **complying with applicable laws**: including to comply with our legal and regulatory obligations or court orders and exercise and/or defend our legal rights;
- **employment:** to consider your employment application; and
- **any other lawful purpose**: including for any other purpose that you have consented to, for any other legitimate business purpose including a proposed transfer, sale or merger of our businesses or assets, or as otherwise permitted or required by any applicable law or regulation.
We may also disclose Personal Information to a trusted third party who also holds other information about you. This third party may combine that information in order to enable it and us to develop anonymised consumer insights so that we can better understand your preferences and interests, personalise your experience and enhance the Services that you receive.
If you do not provide us with the Personal Information that we request, we may not be able to provide you with access to the Platform or our Services, provide you with information about our business and activities or respond to your enquiries.
## Do we use your Personal Information for direct marketing?
We and/or our carefully selected business partners may send you direct marketing communications and information about our Services if:
- you have consented to receive direct marketing materials;
- you would reasonably expect us to use your Personal Information for this purpose; or
- we are otherwise permitted to do so by law.
This may take the form of emails, SMS, mail or other forms of communication, in accordance with the Spam Act and the Privacy Act.
You may opt-out of receiving marketing materials from us by contacting us using the details set out below or by using the opt-out facilities provided (e.g. an unsubscribe link). Please note that even if you have requested not to receive further direct marketing communications from us, we may nevertheless continue to provide you with information about changes to our terms and conditions for the provision of the Platform and our Services, and other factual information as permitted under the Privacy Act and Spam Act.
## To whom do we disclose your Personal Information?
We may disclose Personal Information for the purposes described in this Privacy Policy to:
- Other Users or Third Party Service providers connected to a Workspace or otherwise involved in or connected to the management of the affairs or estate of a deceased person;
- our employees and Affiliates;
- third party suppliers, contractors and service providers (including Third Party Service providers and other providers for the operation of the Platform, our Services, our Website and/or our business or in connection with providing our Services to you);
- professional advisers, dealers and agents;
- payment systems operators (eg merchants receiving card payments) or banks;
- our existing or potential agents, business partners or partners;
- our sponsors or promoters of any competition that we conduct via our Services;
- anyone to whom our assets or businesses (or any part of them) are, or are proposed to be, transferred, sold or merged;
- specific third parties authorised by you to receive information held by us; and/or
- other persons, including government agencies, regulatory bodies and law enforcement agencies, or as required, authorised or permitted by law.
## Storage of data and overseas disclosure
We, including our Third Party Service providers, may hold electronic records of your Personal Information using cloud technology or by other electronic means, or in paper form.
We may disclose Personal Information to other parties including our service providers as permitted by the Privacy Act. We use service providers located overseas, including in the United States, Singapore and the Philippines. Where personal information is disclosed to an overseas recipient, we take reasonable steps to ensure those recipients handle information consistently with the Australian Privacy Principles.
### Website usage information and cookies
We may collect information when you use and access our Website or Platform.
While we do not use browsing information to identify you personally, we may record certain information about your use of our Website or Platform, such as which pages you visit, the time and date of your visit and the internet protocol address assigned to your computer.
We may also use 'cookies' or other similar tracking technologies on our Website or Platform that help us track your Website or Platform usage and remember your preferences. Cookies are small files that store information on your computer, mobile phone or other device. They enable the entity that put the cookie on your device to recognise you across different websites, services, devices and/or browsing sessions.
You can disable cookies through your internet browser, but our Website or Platform may not work as intended for you if you do so.
We may also use cookies to enable us to collect data that may include Personal Information. For example, where a cookie is linked to your account, it will be considered Personal Information under the Privacy Act. We will handle any Personal Information collected by cookies in the same way that we handle all other Personal Information as described in this Privacy Policy.
### Data Security
We may hold your Personal Information in either electronic or hard copy form. We take reasonable steps to protect your Personal Information from misuse, interference, and loss, as well as unauthorised access, modification or disclosure and we use a number of physical, administrative, personnel and technical measures to protect your Personal Information.
We will also take steps as are reasonable in the circumstances to destroy or de-identify Personal Information once we no longer need it for any purpose for which the information may be used, disclosed or retained under the Privacy Act.
When using the Platform or our application or Website you should be aware that no data transmission over the internet can be guaranteed as totally secure.
Although we strive to protect such information, we do not warrant the security of any information that you provide us over the internet and you do so at your own risk.
### Third Party Links
Our Website or Platform may contain links to websites or services operated by third parties. Those links are provided for convenience and may not remain current or be maintained. Unless expressly stated otherwise, we are not responsible for the privacy practices of, or any content on, those linked websites or services, and have no control over or rights in those linked websites or services.
The privacy policies that apply to those other websites or services may differ substantially from our Privacy Policy, so we encourage individuals to read them before using those websites or services.
### Accessing or correcting your Personal Information
We will take such steps as are reasonable in the circumstances to ensure that the Personal Information which we collect remains accurate, up to date and complete.
We will provide you with access to your Personal Information held by us unless we are permitted under the Privacy Act to refuse to provide you with such access.
Please contact us using the contact details below if you:
- wish to have access to the Personal Information we hold about you;
- consider that the Personal Information we hold about you is not accurate, complete or up to date; or
- require further information about our Personal Information handling practices.
If you think that any Personal Information we hold about you is inaccurate, we will take reasonable steps to ensure that it is corrected. We will respond to all requests for access and/or correction within a reasonable time.
Sometimes, we may not be able to provide you with access to all of your Personal Information and, where this is the case, we will tell you why. We may also need to verify your identity when you request your Personal Information.
There is no charge for requesting access to your Personal Information but we may require you to meet our reasonable costs in actually providing you with access.
### Making a complaint
If you think we have breached the Privacy Act, or you wish to make a complaint about the way we have handled your Personal Information, you can contact us using the 'Contact Us' function on our Website or in the Platform, or at the details below.
Please include your name, email address and/or telephone number and clearly describe your complaint. We will acknowledge your complaint and respond to you regarding your complaint within a reasonable period of time.
If you think that we have failed to resolve the complaint satisfactorily, you may contact the Office of the Australian Information Commissioner (**OAIC**).
The OAIC can be contacted at:
- GPO Box 5288, Sydney, NSW 2001;
- 1300 363 992; or
- [www.oaic.gov.au](https://www.oaic.gov.au)
### Contact Us
For further information about our Privacy Policy or practices, or to access or correct your Personal Information, or make a complaint, please contact us using the details set out below:
Privacy Officer
[info@estateXchange.com.au](mailto:info@estateXchange.com.au)
## Get started with estateXchange
[Join estateXchange](https://www.estatexchange.com.au/join) [Request a platform demo](https://www.estatexchange.com.au/contact)
---
- **Page:** LinkedIn | estateXchange
- **Source:** https://www.estatexchange.com.au/insights/linkedin
- **Description:** The latest from the estateXchange LinkedIn feed: news, thinking and updates on deceased estate administration.
# LinkedIn
## Get started with estateXchange
[Join estateXchange](https://www.estatexchange.com.au/join) [Request a platform demo](https://www.estatexchange.com.au/contact)
---
- **Page:** Articles | estateXchange
- **Source:** https://www.estatexchange.com.au/insights/articles
- **Description:** Articles and thinking from estateXchange on deceased estate administration, for Professional Representatives and Participants.
# Articles
[STEP · 15 May 2026**When estate planning meets the realities of the financial system**
Even the best estate planning must ultimately operate within a financial system that was never designed for the moment of death. Read more ](https://www.estatexchange.com.au/insights/articles/when-estate-planning-meets-the-realities-of-the-financial-system)
## Get started with estateXchange
[Join estateXchange](https://www.estatexchange.com.au/join) [Request a platform demo](https://www.estatexchange.com.au/contact)
---
- **Page:** Notes from the network | estateXchange
- **Source:** https://www.estatexchange.com.au/insights/network
- **Description:** What institutions, legal practices and advisers across the estateXchange network say about working with us.
# 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*
Used by leading institutions
## Get started with estateXchange
[Join estateXchange](https://www.estatexchange.com.au/join) [Request a platform demo](https://www.estatexchange.com.au/contact)
---
- **Page:** Podcasts | estateXchange
- **Source:** https://www.estatexchange.com.au/insights/podcasts
- **Description:** Podcast conversations and appearances from estateXchange on deceased estate administration.
# Podcasts
[That Super Show**Navigating death benefit claims: modernising estate management in superannuation**
#20. Sarah flies solo! And discusses death benefit claims and deceased estates with Ben Darlow and Sarah Poole from EstateXchange.](https://www.thatsuper.show/navigating-death-benefit-claims-modernising-estate-management-in-superannuation/)
[Plant Grow Reap**Making Estate Admin Easier for Your Loved Ones**
In this episode of Plant Grow Reap, we're joined by Serenay Kalkan and Sarah Poole from Estate Xchange, for an honest and practical discussion with our Aintree Group Legal team about what really goes into estate administration.](https://open.spotify.com/episode/5v9PRqgeIl8Nuj5JNS7wf5)
## Get started with estateXchange
[Join estateXchange](https://www.estatexchange.com.au/join) [Request a platform demo](https://www.estatexchange.com.au/contact)
---
- **Page:** Reports | estateXchange
- **Source:** https://www.estatexchange.com.au/insights/reports
- **Description:** Research and reports from estateXchange on deceased estate administration in Australia.
# Reports
[estateXchange · 6 April 2026**The State of Estates: The case for change in how we manage deceased estates in Australia**
Read more ](https://www.estatexchange.com.au/insights/reports/the-state-of-estates-case-for-change-deceased-estate-management-australia)
## Get started with estateXchange
[Join estateXchange](https://www.estatexchange.com.au/join) [Request a platform demo](https://www.estatexchange.com.au/contact)
---
- **Page:** Account and multi-factor authentication set-up guide | estateXchange
- **Source:** https://www.estatexchange.com.au/account-set-up-and-multi-factor-authentication
- **Description:** A step-by-step guide to setting up your estateXchange account and connecting an authenticator app for multi-factor authentication.
# Account and multi-factor authentication set-up guide
Follow these steps to set up your estateXchange account and connect an authenticator app for multi-factor authentication.
## Prerequisites
You will need an authenticator app installed on your smartphone. If you do not already use an authenticator app, the following are examples of common apps that can be downloaded from the App Store (iOS) or Google Play (Android).
You can search for alternative preferred applications within each of the stores.
## Set up your account
**1**
### **Begin the set-up**
Click Get started in the welcome email you received from us to begin setting up your access to estateXchange.
**2**
### **Create your account**
Enter your email address to begin creating your estateXchange account.
**3**
### **Verify your email**
Confirm your email address to continue with the set-up.
**4**
### **Set your password**
Choose a password for your account to complete your login details.
**5**
### **Set up multi-factor authentication (MFA)**
Scan the QR code (see prerequisites above).
Launch the app on your phone and choose to add a new account. This is usually done by tapping a + icon or selecting Scan a QR code.
After scanning, your authenticator app will show a 6-digit code that changes every 30 seconds.
Enter that code into the field on your computer to complete the set-up.
**6**
### **Set-up complete**
Set-up is now complete, and you're all set to start using the platform. If you have any questions or run into any issues, please [~~contact us~~](https://www.estatexchange.com.au/contact).
## Additional support
Our team is here to help you get the most out of estateXchange.
If you have questions, please get in touch.
[Contact us](https://www.estatexchange.com.au/contact)
## Get started with estateXchange
[Join estateXchange](https://www.estatexchange.com.au/join) [Request a platform demo](https://www.estatexchange.com.au/contact)
---
- **Page:** Macquarie backs deceased estate start-up founded by ex-NAB and PEXA execs | estateXchange
- **Source:** https://www.estatexchange.com.au/insights/media/macquarie-backs-deceased-estate-start-up
- **Description:** Macquarie Capital's venture arm has led estateXchange's first funding round, backing a Melbourne start-up aiming to remove the complexity from deceased estate administration.
[Back to Media & News](https://www.estatexchange.com.au/insights/media)
# **Macquarie backs deceased estate start-up founded by ex-NAB and PEXA execs**
Published byAustralian Financial Review· Jan 2026
Macquarie Capital's venture arm has led estateXchange's first funding round, backing a Melbourne start-up aiming to remove the complexity from deceased estate administration.
The raise also drew support from OIF Ventures and a group of prominent private investors, as the sector prepares for a multi-trillion-dollar intergenerational wealth transfer.
**Access to this article is restricted. The full version is available on the publisher's website for subscribers. **
Words by Sarah Thompson, Kanika Sood and Emma Rapaport
[ See the full article ](https://www.afr.com/street-talk/macquarie-backs-deceased-estate-start-up-founded-by-ex-nab-and-pexa-execs-20260112-p5ntdh)
---
- **Page:** North partners to streamline estate planning on-platform | estateXchange
- **Source:** https://www.estatexchange.com.au/insights/media/north-partners-to-streamline-estate-planning-on-platform
- **Description:** 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.
[Back to Media & News](https://www.estatexchange.com.au/insights/media)
# **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
[ See the full article ](https://www.moneymanagement.com.au/north-partners-to-streamline-estate-planning-on-platform/)
---
- **Page:** Quick Takes: Three Australian entrepreneurs to watch - Issue 22 | estateXchange
- **Source:** https://www.estatexchange.com.au/insights/media/forbes-three-australian-entrepreneurs-to-watch
- **Description:** Forbes profiles three Australian founders to watch, including the team behind estateXchange and their work modernising deceased estate administration.
[Back to Media & News](https://www.estatexchange.com.au/insights/media)
# **Quick Takes: Three Australian entrepreneurs to watch - Issue 22**
Published byForbes· Apr 2026
Forbes profiles three Australian founders to watch, including the team behind estateXchange and their work modernising deceased estate administration.
[ See the full article ](https://www.forbes.com.au/covers/magazine/quick-takes-three-australian-entrepreneurs-to-watch-issue-22/)
---
- **Page:** Legal sector disruptors cash in on spiralling costs of dying | estateXchange
- **Source:** https://www.estatexchange.com.au/insights/media/legal-sector-disruptors-cash-in-on-spiralling-costs-of-dying
- **Description:** Australia's wills and estates industry is facing disruption from new technology and funding models as a $5.4 trillion intergenerational wealth transfer approaches.
[Back to Media & News](https://www.estatexchange.com.au/insights/media)
# **Legal sector disruptors cash in on spiralling costs of dying**
Published byAustralian Financial Review· Apr 2026
Australia's wills and estates industry is facing disruption from new technology and funding models as a $5.4 trillion intergenerational wealth transfer approaches.
The piece examines how start-ups and investors are reshaping a sector long seen as slow to change.
**Access to this article is restricted. The full version is available on the publisher's website for subscribers. **
Words by Janek Drevikovsky
[ See the full article ](https://www.afr.com/companies/professional-services/legal-sector-disruptors-cash-in-on-spiralling-costs-of-dying-20260405-p5zle2)
---
- **Page:** Three Aussie startups that raised $55.8 million this week | estateXchange
- **Source:** https://www.estatexchange.com.au/insights/media/three-aussie-startups-that-raised-55-million
- **Description:** Smart Company rounds up the Australian start-ups that raised capital this week, with estateXchange among them following its first funding round.
[Back to Media & News](https://www.estatexchange.com.au/insights/media)
# **Three Aussie startups that raised $55.8 million this week**
Published bySmart Company· Jan 2026
Smart Company rounds up the Australian start-ups that raised capital this week, with estateXchange among them following its first funding round.
[ See the full article ](https://www.smartcompany.com.au/startupsmart/three-aussie-startups-raised-25-8-million-this-week/)
---
- **Page:** We asked lawyers to test the AI tool that tanked stocks this week | estateXchange
- **Source:** https://www.estatexchange.com.au/insights/media/we-asked-lawyers-to-test-the-ai-tool
- **Description:** The AFR asked practising lawyers to test an AI tool making headlines, exploring how automation is changing professional services.
[Back to Media & News](https://www.estatexchange.com.au/insights/media)
# **We asked lawyers to test the AI tool that tanked stocks this week**
Published byAustralian Financial Review· Feb 2026
The AFR asked practising lawyers to test an AI tool making headlines, exploring how automation is changing professional services.
**Access to this article is restricted. The full version is available on the publisher's website for subscribers. **
[See the full article ](https://www.afr.com/companies/professional-services/we-asked-lawyers-to-test-the-ai-tool-that-tanked-stocks-this-week-20260203-p5nz9o)
---
- **Page:** Deceased estate admin platform estateXchange secures $12.5m backing from Macquarie and rich listers | estateXchange
- **Source:** https://www.estatexchange.com.au/insights/media/business-news-australia-estatexchange-secures-12-5m
- **Description:** Business News Australia reports on estateXchange's $12.5 million raise, backed by Macquarie and a group of prominent investors.
[Back to Media & News](https://www.estatexchange.com.au/insights/media)
# **Deceased estate admin platform estateXchange secures $12.5m backing from Macquarie and rich listers**
Published byBusiness News Australia· Jan 2026
Business News Australia reports on estateXchange's $12.5 million raise, backed by Macquarie and a group of prominent investors.
[ See the full article ](https://www.businessnewsaustralia.com/articles/deceased-estate-admin-platform-estatexchange-secures-backing--from-macquarie-and-rich-listers.html)
---
- **Page:** EstateXchange Secures $12.5M in First Funding Round | estateXchange
- **Source:** https://www.estatexchange.com.au/insights/media/startup-rise-estatexchange-secures-12-5m
- **Description:** Startup Rise covers estateXchange's $12.5 million first funding round and its mission to simplify deceased estate administration.
[Back to Media & News](https://www.estatexchange.com.au/insights/media)
# **EstateXchange Secures $12.5M in First Funding Round**
Published byStartup Rise· Jan 2026
Startup Rise covers estateXchange's $12.5 million first funding round and its mission to simplify deceased estate administration.
[ See the full article ](https://startuprise.org/estatexchange-secures-12-5m-in-first-funding-round/)
---
- **Page:** Deceased estate digitisation startup banks $12.5 million in first raise | estateXchange
- **Source:** https://www.estatexchange.com.au/insights/media/startup-daily-deceased-estate-digitisation-startup
- **Description:** Startup Daily reports on estateXchange's $12.5 million first raise to digitise deceased estate administration.
[Back to Media & News](https://www.estatexchange.com.au/insights/media)
# **Deceased estate digitisation startup banks $12.5 million in first raise**
Published byStartup Daily· Jan 2026
Startup Daily reports on estateXchange's $12.5 million first raise to digitise deceased estate administration.
[ See the full article ](https://www.startupdaily.net/topic/funding/deceased-estate-digitisation-startup-banks-12-5-million-in-first-raise/)
---
- **Page:** Macquarie, OIF Ventures back deceased estate startup, estateXchange | estateXchange
- **Source:** https://www.estatexchange.com.au/insights/media/capital-brief-macquarie-oif-ventures-back-estatexchange
- **Description:** Capital Brief covers the investors backing estateXchange, including Macquarie and OIF Ventures.
[Back to Media & News](https://www.estatexchange.com.au/insights/media)
# **Macquarie, OIF Ventures back deceased estate startup, estateXchange**
Published byCapital Brief· Jan 2026
Capital Brief covers the investors backing estateXchange, including Macquarie and OIF Ventures.
[ See the full article ](https://www.capitalbrief.com/briefing/macquarie-oif-ventures-back-deceased-estate-startup-estatexchange-3547e46b-eee1-47d6-acac-ce7404bd2d89/)
---
- **Page:** How tech is helping settle deceased estates | estateXchange
- **Source:** https://www.estatexchange.com.au/insights/media/how-tech-is-helping-settle-deceased-estates
- **Description:** The Law Institute Journal looks at how technology is helping legal practitioners settle deceased estates more efficiently.
[Back to Media & News](https://www.estatexchange.com.au/insights/media)
# **How tech is helping settle deceased estates**
Published byLaw Institute Journal· Sep 2025
The Law Institute Journal looks at how technology is helping legal practitioners settle deceased estates more efficiently.
[ See the full article ](https://www.liv.asn.au/web/law_institute_journal_and_news/web/lij/year/2025/09september/how-tech-is-helping-settle-deceased-estates.aspx)
---
- **Page:** When estate planning meets the realities of the financial system | estateXchange
- **Source:** https://www.estatexchange.com.au/insights/articles/when-estate-planning-meets-the-realities-of-the-financial-system
- **Description:** Even the best estate planning must ultimately operate within a financial system that was never designed for the moment of death.
[Back to Articles](https://www.estatexchange.com.au/insights/articles)
# **When estate planning meets the realities of the financial system**
Sarah Poole, Founder and Co-CEO of estateXchange · 15 May 2026
Even the best estate planning must ultimately operate within a financial system that was never designed for the moment of death.
Estate planning professionals know that the success of an estate is largely determined long before death occurs.
A well-constructed will, carefully considered superannuation nominations, testamentary trusts and thoughtful tax structuring are hallmarks of high-quality professional advice. These decisions shape the ultimate transfer of wealth and are why families rely on experienced lawyers, trustees and advisers.
But even the most carefully designed estate plan must ultimately interact with the financial system that surrounds it.
[See the full article ](https://mailchi.mp/step/mlq7rgu795?mc_cid=ecd790362b)
## Get started with estateXchange
[Join estateXchange](https://www.estatexchange.com.au/join) [Request a platform demo](https://www.estatexchange.com.au/contact)
---
- **Page:** The State of Estates: The case for change in how we manage deceased estates in Australia | estateXchange
- **Source:** https://www.estatexchange.com.au/insights/reports/the-state-of-estates-case-for-change-deceased-estate-management-australia
- **Description:** A data-led examination of the challenges, risks and opportunities shaping deceased estate administration in Australia.
[Back to Reports](https://www.estatexchange.com.au/insights/reports)
# **The State of Estates: The case for change in how we manage deceased estates in Australia**
estateXchange · 6 April 2026
[Register to receive a copy of The State of Estates report](https://customer-hub.estatexchange.com.au/insightful-estates-research-report-download-estatexchange)
A data-led examination of the challenges, risks and opportunities shaping deceased estate administration in Australia.
Australia is on the cusp of a $5.4 trillion intergenerational wealth transfer, but new research suggests the system managing deceased estates is already under significant strain.
Based on a national survey of Australians with firsthand experience administering an estate, the report highlights a process that can take 9 to 12 months, involve up to 37 different institutions, and leave lasting impacts on those navigating it.
Beyond the human toll, the findings point to broader implications for banks, superannuation funds and other providers, including shifting customer behaviour and rising operational and regulatory pressure.
As new entrants move into the space and scrutiny increases, the report raises questions about whether the system is equipped for the scale of wealth set to change hands.
Read the AFR coverage [here](https://www.afr.com/companies/professional-services/legal-sector-disruptors-cash-in-on-spiralling-costs-of-dying-20260405-p5zle2).
[Register to receive a copy of The State of Estates report](https://customer-hub.estatexchange.com.au/insightful-estates-research-report-download-estatexchange)
## Get started with estateXchange
[Join estateXchange](https://www.estatexchange.com.au/join) [Request a platform demo](https://www.estatexchange.com.au/contact)