Be part of a better customer experience
Support customers through deceased estates and related claims.
estateXchange provides a secure, structured way to receive, verify and manage information and documentation, improving efficiency, reducing follow-ups, and lowering compliance and fraud risk.
A more efficient way to manage estates and claims
Managing estates and related claims often involves incomplete information, repeated requests, and manual handling across multiple channels.
Many institutions have invested significantly in improving their own processes. However, from a customer perspective, these processes are experienced together across multiple organisations, each with different requirements. As a result, variability between institutions can still lead to delays and increased risk of errors, fraud or non-compliance.
estateXchange provides a secure, structured way to receive, share and verify documentation and information about a deceased's affairs in one place.
This allows you to receive more complete, standardised information, reduce the need for follow-ups, and improve how efficiently matters are processed, while reducing risk and delivering a more consistent experience for your customers.
Workspaces
Access secure digital Workspaces via estateXchange to receive and respond to information relating to a deceased estate or related claim.
Workspaces provide a structured environment where you can work with Professional Representatives to receive, review and progress information within a consistent, two-way interaction.
Where a Professional Representative is using estateXchange, information is shared through the Workspace, allowing you to respond and progress matters without relying on fragmented communication channels.
Use a Workspace to:
Exchange documentation and correspondence
Share documentation, information and correspondence in a secure, structured way
Review and verify information
Confirm key details about the deceased and the estate or claim
Request additional information
Request further documentation or clarification where required to progress the matter
Respond and progress requests
Respond to requests and progress estate or claim matters within a secure environment
Complete verification requirements
Verify identity and supporting documentation in line with compliance obligations
Finalise estates and claims
Receive clear instructions to complete the estate or related claim
Standalone Tools
Use these online tools to verify documents and remove the burden of proof from your customer.
Fact of Death Lookup (Single)
Check whether an individual is deceased to support customer enquiries
Fact of Death Lookup (Bulk)
Identify deceased customers or relevant individuals at scale to keep your records up to date
Death Certificate Verification
Verify death certificate details against official records to reduce fraud risk and minimise rework
Grant of Representation Retrieval and Verification
Retrieve original digital copies of grants of representation or verify directly against the source of truth
Electronic Verification of Identity
Enable individuals to verify their identity remotely, supporting AML/CTF and ARNECC obligations and reducing fraud risk
Designed for how you work
estateXchange works alongside your existing systems and processes, providing a consistent way to receive and verify information without requiring major system change.
All users complete an onboarding process before being granted access, providing confidence in your dealings with Professional Representatives.
