Digital Legacy Solutions for Professionals & Organisations
Explore how professional practices, care providers, employers and member organisations can help people preserve stories, document wishes and organise essential information.
These resources cover applications across legal services, financial planning, healthcare, aged care, palliative care, employee benefits and community organisations. They show how a structured digital platform can extend existing services while leaving personal content under the individual user’s control.
Explore partnership solutions for professionals and organisations to learn about client benefits, member programs, referrals, co-branded education and tailored implementation models.
A practical legacy and preparedness offering can improve client engagement, support more complete conversations and provide a meaningful next step after professional advice or care.
Create a free vault to experience the individual user journey and understand how the platform can support the people your organisation serves.
Speak with our partnerships team about employee access, member offers, co-branded communications or a tailored benefits program.
A partner guide to closing life transition infrastructure gaps with consent-led systems that protect trust, privacy and family continuity.
A practical hospital implementation guide for patient-controlled advance care information, consent, admission access, version control and fallback workflows.
A practical guide for community organisations hosting care, legacy and life-admin planning conversations with Evaheld support.
A practical partner guide to helping supporters preserve values, family stories, practical records and optional charitable intentions without pressure or hidden access.
Discover how digital legacy tools help supporters preserve the meaning, contacts and instructions behind a charitable bequest without replacing a legally valid will. Evaheld gives donors a private, permission-based way to prepare families, executors and charities while protecting personal stories and sensitive information.
Help estate planning clients arrive prepared with records, family context, legacy notes and clear next steps before legal advice begins.
A practical guide for financial planners and partner teams using permission-based prompts, clear role boundaries and secure workflows for client legacy planning.
A practical partner guide to adding client value through legacy planning, clearer records, family-ready wishes and trust-building support.
A practical partner guide to helping clients organise affairs with family-ready records, consent-led access and confident planning conversations.
Help clients move through life transitions with practical legacy planning, organised information, and family-ready support.
Help advisers support client wishes, family context and secure legacy records without turning financial planning into legal advice.
How clearer client intention documentation helps partners reduce risk and preserve trust.
A practical charity bequest tool guide for helping donors record intent, explain legacy gifts and support families with care.
How partners can support dignity and choice with documented wishes, family communication and respectful end-of-life care routines.
A practical framework for partners supporting people through life transitions with clearer records, wishes and family-ready guidance.