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Evaheld Partnerships with Organisations

Explore practical Evaheld guidance on evaheld partnerships with organisations, with thoughtful next steps for you and the people you care about. Find clear, practical guidance and take the next step with more confidence.

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How Banks, Insurers and Advisers Can Support Customers Through Life’s Key Transitions

Financial Services, Insurance & Superannuation

How Banks, Insurers and Advisers Can Support Customers Through Life’s Key TransitionsDiscover how banks, insurers, superannuation funds and advisers can support customers through retirement, illness, caring responsibilities, bereavement and other major life transitions. Evaheld provides a light-touch legacy planning pathway that strengthens customer relationships without crossing into regulated advice.
How Digital Legacy Tools Preserve the Story Behind a Charitable Bequest

Evaheld for Professionals & Organisations

How Digital Legacy Tools Preserve the Story Behind a Charitable BequestDiscover 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.

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The voices behind the guidance

Meet our featured authors.

Meet the Evaheld authors and contributors featured in Evaheld Partnerships: Programmes & Resources. Learn about the people whose knowledge, experience and perspectives inform the articles and resources in this collection.

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Founder perspective

Michelle Gomes

Founder & CEO, Evaheld

On Evaheld’s origins, its mission and the importance of preparing for the people we love.

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Practical guidance

Evaheld Editorial Team

Product & educational content

Clear explanations of Evaheld features, digital legacy planning and everyday steps you can take.

Specialist perspectives

Expert Contributors

Professional insights

Professional insights across Story & Legacy, Health & Care, Estate Planning, and everything to do with legacy preservation.

A GIFT THAT KEEPS WHAT MATTERS CLOSE

Turn insight into something lasting.
Give them their own place to begin.

If Evaheld Partnerships with Organisations matters to someone you love, a private Evaheld Vault gives them a gentle way to record their wishes, stories and important details at their own pace.

ONE THOUGHTFUL QUESTION

“What do you hope the people you love will always know?”

A GIFT WITH A FUTURE
THEIR VOICE

The voice you know by heart.

Give them a way to preserve their familiar voice, favourite stories and little pieces of wisdom for those they love.