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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.
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.
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.
Founder perspective
Michelle Gomes
Founder & CEO, Evaheld
On Evaheld’s origins, its mission and the importance of preparing for the people we love.
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.
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