Deliver a better client experience
Support clients through deceased estates and related claims, including superannuation death benefit and life insurance claims.
estateXchange provides a secure, structured way to manage information and documentation across multiple institutions, reducing duplication and helping you progress matters with greater efficiency and visibility.
A consistent way to manage estates and claims
Managing estates and related claims often involves incomplete information, repeated requests, and manual handling across multiple institutions.
estateXchange provides a secure, structured way to share and verify documentation and information about a deceased's affairs in one place.
This reduces duplication, improves visibility, and allows you to progress estates and claims more efficiently while delivering a more consistent experience for your clients.
Workspaces
Access secure digital Workspaces via estateXchange to centralise information, documentation and correspondence relating to a deceased estate and related claims.
Workspaces are the central place to manage and coordinate estates and claims, enabling you to share and verify information and progress matters within a structured environment, and to work more efficiently with Participants and other institutions involved in the estate or claim.
Notifications to institutions are initiated from the Workspace as part of managing the estate or claim. Where an institution is part of the estateXchange network, this enables a two-way interaction within the Workspace. Where they are not yet part of the estateXchange network, Notify+ allows information to be delivered externally, extending the value of the Workspace without requiring it to be re-entered.
Use a Workspace to:
Notify multiple institutions
Notify multiple institutions, including Participants and other asset holding and/or service providing organisations not yet on estateXchange, using structured information without re-entering the same details
Exchange documentation and correspondence
Share documentation, information and formal letters in a secure, structured way
Verify key estate information
Confirm fact of death, Death Certificates and grants of representation
Verify identity electronically
Enable remote identity verification to support AML/CTF and ARNECC obligations and reduce fraud risk
Share forms for completion and signing
Distribute and collect forms efficiently without managing multiple channels
Initiate and resolve requests
Manage requests in one place to keep matters progressing
Finalise estates and claims
Provide 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 client.
Fact of Death Lookup (Single)
Check whether an individual is deceased to support case-specific 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 ensure accuracy
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 processes, providing a consistent and secure way to exchange information without requiring major system change.
All users complete an onboarding process before being granted access, providing confidence in your dealings with Participants.
