Evaheld for Partners | Legacy & Care Planning

This resource explores how financial planners can use legacy planning to support clients beyond financial advice. It focuses on organising essential records, capturing care wishes, and helping clients prepare for life transitions with clarity and confidence.

Holistic financial planning brings together financial strategy, life planning, and legacy considerations. This approach helps clients feel more prepared, supported, and confident in long-term decisions.

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.

Evaheld is a digital legacy platform designed to help people organise care preferences, essential records, and personal legacy information in one secure place. It supports families through life transitions by improving access to health details, documents, and meaningful personal information when it’s most needed.

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.

For member-based organisations—unions, associations, super funds—offering legacy planning tools is a powerful way to deliver continuous value. This resource shows how the service is relevant at every age: helping young members name guardians for children, assisting mid-career professionals with life admin, and supporting retirees in documenting their stories and care wishes. It transforms the member relationship from transactional to deeply supportive, addressing a universal need with practical tools. This strengthens engagement, differentiates the organisation in a competitive market, and builds a powerful perception of the organisation as a trusted, lifelong partner in its members’ wellbeing.

Forward-thinking companies are adding legacy planning to their employee benefits package. This guide explains the compelling ‘why’ for HR leaders. Financial and future-oriented stress significantly impacts wellbeing and productivity. By offering employees a tool to organise their affairs, document wishes, and secure their family’s future, companies address a core source of anxiety. This demonstrates a genuine, holistic commitment to employee welfare that goes beyond standard perks. The result is a more focused, loyal, and resilient workforce that feels supported in all aspects of life. It’s a low-cost, high-impact benefit that boosts retention and positions the company as a true employer of choice.

Major life transitions—such as ageing, illness, retirement, or family change—often prompt clients to think about legacy, planning, and the future. this guide explores how professionals can help clients organise important information, preserve meaningful stories, and prepare for life’s next chapter with clarity and confidence.

Legacy planning is no longer just about documents and beneficiaries. Financial services firms are increasingly using Evaheld to help clients capture values, wishes, and life context alongside financial decisions. This guide explores how Evaheld strengthens relationships, improves engagement, supports compliant long-term planning, and helps advisers deliver more human, future-ready client experiences.