[{"data":1,"prerenderedAt":107},["ShallowReactive",2],{"solutions-pro":3},{"id":4,"title":5,"accentColor":6,"body":7,"ctaLabel":6,"description":14,"extension":15,"heroDescription":16,"heroDescription2":17,"heroHeading":18,"heroParagraphs":6,"label":19,"meta":20,"navigation":21,"path":22,"sections":23,"seo":104,"stem":105,"__hash__":106},"solutions\u002Fsolutions\u002Fprofessional-representatives.md","Professional Representatives | estateXchange",null,{"type":8,"value":9,"toc":10},"minimark",[],{"title":11,"searchDepth":12,"depth":12,"links":13},"",2,[],"estateXchange gives Professional Representatives a secure, structured way to manage deceased estates and claims across institutions, reducing duplication and improving visibility.","md","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.","Deliver a better client experience","Professional Representatives",{},true,"\u002Fsolutions\u002Fprofessional-representatives",[24,34,44,76,96],{"type":25,"heading":26,"items":27},"intro","A consistent way to manage estates and claims",[28,30,32],{"text":29},"Managing estates and related claims often involves incomplete information, repeated requests, and manual handling across multiple institutions.",{"text":31},"estateXchange provides a secure, structured way to share and verify documentation and information about a deceased's affairs in one place.",{"text":33},"This reduces duplication, improves visibility, and allows you to progress estates and claims more efficiently while delivering a more consistent experience for your clients.",{"type":35,"heading":36,"items":37},"workspaces","Workspaces",[38,40,42],{"text":39},"Access secure digital Workspaces via estateXchange to centralise information, documentation and correspondence relating to a deceased estate and related claims.",{"text":41},"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.",{"text":43},"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.",{"type":45,"heading":46,"items":47},"workspaceUses","Use a Workspace to:",[48,52,56,60,64,68,72],{"title":49,"icon":50,"desc":51},"Notify multiple institutions","pi-send","Notify multiple institutions, including Participants and other asset holding and\u002For service providing organisations not yet on estateXchange, using structured information without re-entering the same details",{"title":53,"icon":54,"desc":55},"Exchange documentation and correspondence","pi-sync","Share documentation, information and formal letters in a secure, structured way",{"title":57,"icon":58,"desc":59},"Verify key estate information","pi-check-circle","Confirm fact of death, Death Certificates and grants of representation",{"title":61,"icon":62,"desc":63},"Verify identity electronically","pi-id-card","Enable remote identity verification to support AML\u002FCTF and ARNECC obligations and reduce fraud risk",{"title":65,"icon":66,"desc":67},"Share forms for completion and signing","pi-file-edit","Distribute and collect forms efficiently without managing multiple channels",{"title":69,"icon":70,"desc":71},"Initiate and resolve requests","pi-flag","Manage requests in one place to keep matters progressing",{"title":73,"icon":74,"desc":75},"Finalise estates and claims","pi-check-square","Provide clear instructions to complete the estate or related claim",{"type":77,"heading":78,"lead":79,"items":80},"tools","Standalone Tools","Use these online tools to verify documents and remove the burden of proof from your client.",[81,84,87,90,93],{"title":82,"desc":83},"Fact of Death Lookup (Single)","Check whether an individual is deceased to support case-specific enquiries",{"title":85,"desc":86},"Fact of Death Lookup (Bulk)","Identify deceased customers or relevant individuals at scale to keep your records up to date",{"title":88,"desc":89},"Death Certificate Verification","Verify Death Certificate details against official records to ensure accuracy",{"title":91,"desc":92},"Grant of Representation Retrieval and Verification","Retrieve original digital copies of grants of representation or verify directly against the source of truth",{"title":94,"desc":95},"Electronic Verification of Identity","Enable individuals to verify their identity remotely, supporting AML\u002FCTF and ARNECC obligations and reducing fraud risk",{"type":97,"heading":98,"items":99},"designed","Designed for how you work",[100,102],{"text":101},"estateXchange works alongside your existing processes, providing a consistent and secure way to exchange information without requiring major system change.",{"text":103},"All users complete an onboarding process before being granted access, providing confidence in your dealings with Participants.",{"title":5,"description":14},"solutions\u002Fprofessional-representatives","3arlkahaKekFH1w4euVFcuvz9hmwes5F0gMmAaG3Kjg",1784073891310]