Evaheld for Organisations: A Secure Legacy Platform

Give the people your charity supports a practical way to organise care wishes, important documents, family stories and messages in one private place. Learn how to offer free Evaheld Legacy Vaults without adding another complex service for your team.

A practical partner guide to helping clients connect legal documents, values, family context and secure legacy planning as life changes.

A partner guide to closing life transition infrastructure gaps with consent-led systems that protect trust, privacy and family continuity.

How partners can help families organise end-of-life updates, wishes, documents, roles and legacy messages in one secure hub.

Help healthcare teams honour patient wishes with secure legacy vault records, family-ready guidance and practical support.

A practical partner guide to supporting client coping, meaning-making, legacy planning and family conversations with Evaheld.

A practical guide for solicitors integrating client-owned document, digital-asset, care, access and family-context records with formal estate-planning advice.

How banks can add legacy planning to life-stage support with Evaheld, helping customers organise wishes, documents and family guidance.

A practical guide for super funds helping members connect beneficiary reviews, estate documents, trusted contacts and family wishes.

Help policyholders organise claims, documents and wishes with practical legacy planning that supports families.

A practical adviser workflow for using legacy planning tools to organise client wishes, records, family context and referral boundaries.

A practical HR guide to launching legacy planning as a staff benefit with clear privacy, simple onboarding and professional advice boundaries.

A practical partner guide to using life planning tools as an employee wellbeing benefit without creating advice risk.

How organisations can offer legacy planning support that improves trust, readiness, wellbeing and family clarity without replacing professional advice.

A practical partner framework for offering private legacy planning to clients, staff and members with clear scope, consent, access and referral rules.