This guide explains how HR teams can introduce legacy planning as a staff benefit, helping employees organise key information, plan ahead, and feel supported through major life events.

Life planning tools are becoming essential for supporting employee wellbeing in modern workplaces. By helping individuals organise personal, financial, and future care decisions, these tools reduce stress, increase clarity, and foster a greater sense of control—benefiting both employees and the organisations they are part of.

Legacy planning allows organisations to support people beyond transactions by helping them organise essential information and plan ahead. This strengthens trust, improves engagement, and delivers long-term value across client and employee relationships.

Legacy planning is more than end-of-life preparation—it’s a powerful tool that supports clients, staff, and members at every stage of life. By encouraging reflection, connection, and organisation, it reduces stress, strengthens relationships, and enhances overall wellbeing across individuals and organisations alike.

Legacy planning is increasingly used by organisations to support staff and clients beyond traditional services. It helps people organise care preferences, essential documents, and personal information while strengthening wellbeing, engagement, and long-term relationships.

A practical guide to Evaheld as a legacy planning platform for organisations supporting clients, members, staff and families.

A practical checklist for parents organising legal, care, digital and legacy details so family can act with confidence.

Legacy planning strengthens financial advice by helping clients organise care wishes, personal records, and essential documents. This supports clearer decision-making and stronger long-term client outcomes.

By helping clients organise personal, financial, and care information, legacy planning builds deeper relationships. It enables organisations to provide meaningful support that extends beyond immediate services and strengthens long-term trust.

Equip your clients with confidence. Our guide helps financial and legal professionals give clients a clear system to organise wills, documents, and wishes, reducing future stress and complexity.

Start the conversation early—before tension takes over. This guide helps Australian families navigate sensitive discussions with ageing parents about driving, finances, and future care, using clear language, practical steps, and respectful strategies that build trust, honesty, and confidence.

This guide explains how to support a loved one at home during end-of-life care. It covers comfort measures, symptom support, documenting care wishes, and keeping essential health and personal information organised to reduce uncertainty and stress.

Keeping track of essential documents doesn’t have to be overwhelming. This guide walks Australians through what to keep, how long to keep it, and where to store important personal, financial, legal, and medical records securely.

This gentle guide helps individuals and families plan ahead with confidence. It supports documenting care preferences, organising essential information, and preserving personal values so decisions feel clear, calm, and respectful.

Ensure your medical wishes are understood and respected. Learn how to have clear, documented conversations with family and doctors about your future care preferences.

This guide helps you clearly record your health preferences, values, and important personal information, ensuring your wishes are understood and respected if you cannot speak for yourself.