Resources for legal and estate planning professionals helping clients prepare organised, connected information. Find clear, practical guidance and take the next step with more confidence.
Legal & Estate Planning Professionals. Practical guidance, gathered in one place.
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Resources for legal and estate planning professionals helping clients prepare organised, connected information.
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Legal & Estate Planning Professionals
How to implement new estate planning tools for Australian law firms and estate plannersIntegrate client-owned documents, digital assets, care wishes, access and family context with formal estate-planning advice and solicitor workflows.Read article ↗START WITH THESE GUIDES
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Legal & Estate Planning Professionals
A Legal Professionals Guide to How to Empower Life Transitions Beyond Legal AdviceA practical partner guide to helping clients connect legal documents, values, family context and secure legacy planning as life changes.
Legal & Estate Planning Professionals
How solicitors can use digital tools to complement their legal advice for the best client experience and outcomesA practical guide to using Evaheld before, during and after a legal retainer while the solicitor keeps control of advice, drafting, execution and the professional file.
Legal & Estate Planning Professionals
How to help Executors and Reduce Estate Complexity for solicitorsPractical executor support for reducing estate complexity through organised records, clear wishes, secure access and better partner preparation.
Legal & Estate Planning Professionals
How to Improve Client Readiness for Estate PlanningHelp estate planning clients arrive prepared with records, family context, legacy notes and clear next steps before legal advice begins.
Legal & Estate Planning Professionals
How to streamline client intake and provide the best estate planning servicesA practical Evaheld guide for legal teams to improve estate planning intake, prepare clients earlier, organise records and reduce repeated follow-up.
Legal & Estate Planning Professionals
Reducing Probate Complexity: How Clients, Partners and Families Work Better TogetherSee how clients, professional partners and families work together to create clearer records, safer access and an executor-ready handover before it is needed.EXPLORE BY CATEGORY
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On Evaheld’s origins, its mission and the importance of preparing for the people we love.
Clear explanations of Evaheld features, digital legacy planning and everyday steps you can take.
Professional insights across Story & Legacy, Health & Care, Estate Planning, and everything to do with legacy preservation.
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