Essentials | Secure Estate Planning, Wills & Digital Assets Vault
Create, Organise and Secure Essential Information in One Place
The Essentials suite helps you create, organise and securely manage the practical information your family may need during illness, emergencies or major life transitions. Store your wills and legal documents, digital assets and online accounts, financial records, passwords, insurance details and trusted contacts in one secure, organised space.
Rather than being scattered across paperwork, accounts and devices, everything lives in one structured vault where it can be easily found and updated. This reduces confusion, prevents key information from being lost and makes it easier for loved ones to step in quickly when clarity matters most.
Update, Share and Control Access With Confidence
Inside your Essentials Vault, you can update information at any time, securely share access with trusted contacts and control exactly what each person can view.
This ensures sensitive estate planning, financial and personal information remains protected while still being accessible when needed. You decide who can access your information, what they can see and when access applies, giving your family clarity while keeping privacy and control in your hands.
Secure Wills, Digital Assets and Important Documents
📂 Create, update and share essential documents, digital assets and online account details in one secure place.
Keep wills, estate planning documents, financial records, passwords and trusted contacts organised, secure and accessible when it matters most — helping protect your family and simplify important life transitions.
Received a $1 million inheritance? Secure the assets, understand the tax position, avoid rushed decisions, choose qualified advisers and build a plan that protects both the wealth and the family legacy behind it.
A practical estate appraisal step-by-step process covering valuation dates, asset inventories, real estate appraisers, written reports, probate and secure record storage.
What is the best home inventory app? It is the tool you will keep current, can export independently, and can use to record photos, serial numbers, receipts, values, locations and notes. For most families, the strongest setup combines a dedicated house inventory app or structured spreadsheet for insurer-ready detail with Evaheld for supporting documents, heirloom stories, trusted access and executor instructions.
Understand when power of attorney paperwork needs professional legal advice, what to prepare before meeting a solicitor, and how to organise signed documents, health preferences, passwords and access instructions for the people you trust.
Use this practical checklist to identify legacy contacts, document access settings and record trusted instructions across major online accounts, helping your family manage important digital assets securely when support is needed.
Understand which power of attorney forms, signatures, witness details and storage arrangements you may need, so trusted people can find current documents and act confidently when the time comes.
Understand estate-planning legal fees, quote scope, complexity triggers and the documents and decisions to prepare before meeting a lawyer.
Understand how durable powers of attorney work, when authority continues after loss of capacity, who to appoint, what records to organise and why regular reviews help protect your financial, personal and health decisions.
Compare local estate law firms with confidence by assessing expertise, fees, communication and document processes, while preparing the records and questions needed for a productive first meeting.
Complex estates involving trusts, businesses, overseas property or digital assets often warrant tailored legal advice. Learn what to organise before meeting an estate lawyer so they can assess your circumstances efficiently and reduce avoidable risk.
A practical family guide to emergency access without sharing passwords, covering account inventories, recovery settings, medical IDs and trusted instructions.
Prepare for your first estate lawyer meeting with a clear checklist of identification, family details, assets, debts, existing documents, digital access arrangements and questions, so your solicitor can give focused advice and move your estate plan forward efficiently.
Understand when an estate lawyer can help with wills, trusts, probate and executor duties, what to prepare before an appointment, and how organised records can make estate planning and administration clearer for families.
Know which documents to bring, what fees cover and how to discuss executors, beneficiaries, trusts and digital accounts. These practical questions will help you compare estate planning lawyers and arrive prepared for a productive first appointment.
Understand what estate planning lawyers do, when local legal advice matters and how to prepare documents, asset details, passwords and trusted contacts before your first appointment.
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