When Sarah Poole, NAB’s former head of deceased estates, began administering her mother-in-law’s estate, she was struck by how fragmented and manual the system was.
“I knew the process inside and out, and yet it still took countless hours and multiple versions of the same documents to navigate,” she recalls. “The opportunity was to rethink how the whole ecosystem worked together.”
In 2023, Poole raised the idea with friend Marielle Yeoh, a former PEXA executive, and later that year, they launched estateXchange, a digital platform designed to bring together estate representatives, including lawyers, accountants and trustees, with banks, super funds and other institutions involved in administering a deceased estate.
Words by
Josh Lai
