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Essentials — Estate Planning, Wills, Documents & Passwords

Organise wills, powers of attorney, accounts, insurance, assets, secure document storage and digital access details for the people who may need them.

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Charli, Evaheld AI guide

Charli

Online

AI Assistant
Charli, Evaheld AI guide

Hi! I’m Charli 👋 I can help you organise the practical information your family may need.

Estate planningImportant documentsAssets & accounts

I want to get my will, important documents and practical information organised.

Charli, Evaheld AI guide

I can help you bring your estate planning and life admin into one place — from your will and estate planning documents to assets, passwords, key contacts and practical instructions for the people you trust. We’ll work through it step by step so the information your family or executor may need is easier to find when it matters.

Smiling family using Evaheld
Loved by 10,000+ families
60 Day Guarantee Most families lose the stories and wishes that matter most.

“Keeping wills, account details, and executor instructions together has removed confusion and made our family’s practical responsibilities feel far less overwhelming.”

Helena, Estate organiser

The complete Evaheld Vault

Create the Vault your family will actually want to keep.

Your story your wishes your essentials Finally connected

Bring together your stories, voice, future messages, care wishes, important documents, passwords, estate essentials and the people you trust — and turn them into something your family can use, add to and treasure.

01

Your story

Story & Legacy

Turn a lifetime of stories into something your family can keep.

Record Mum or Dad’s life story, preserve family history, capture their voice, write legacy and goodbye letters, and create messages for birthdays, weddings and milestones they can still be part of.

200+ guided ways to preserve a lifetime

Life stories, memoirs & family history

Record Mum or Dad’s life story · Create a guided memoir or family history · Preserve childhood memories and the stories behind treasured photos

  • Record Mum or Dad’s life story
  • Create a guided memoir or family history
  • Preserve childhood memories and the stories behind treasured photos

Videos, voice, photos & memories

Record their voice and favourite stories · Create a family history podcast · Preserve meaningful photos and videos with the memories behind them

  • Record their voice and favourite stories
  • Create a family history podcast
  • Preserve meaningful photos and videos with the memories behind them

Legacy letters & future messages

Write goodbye letters, legacy letters and legacy statements · Leave letters for children and grandchildren · Schedule birthday, wedding and milestone messages for the future

  • Write goodbye letters, legacy letters and legacy statements
  • Leave letters for children and grandchildren
  • Schedule birthday, wedding and milestone messages for the future

Values, traditions & remembrance

Pass on values and life lessons · Preserve family recipes and traditions · Record personal funeral, memorial and remembrance wishes

  • Pass on values and life lessons
  • Preserve family recipes and traditions
  • Record personal funeral, memorial and remembrance wishes
View complete capability list

Life stories, memoirs & family history

  • Record Mum or Dad’s life story
  • Create a guided memoir or family history
  • Preserve childhood memories and the stories behind treasured photos

Videos, voice, photos & memories

  • Record their voice and favourite stories
  • Create a family history podcast
  • Preserve meaningful photos and videos with the memories behind them

Legacy letters & future messages

  • Write goodbye letters, legacy letters and legacy statements
  • Leave letters for children and grandchildren
  • Schedule birthday, wedding and milestone messages for the future

Values, traditions & remembrance

  • Pass on values and life lessons
  • Preserve family recipes and traditions
  • Record personal funeral, memorial and remembrance wishes
One story becomes another. Before long, you have something no photo album could ever hold.
02

Your care wishes

Advance Care Planning & QR Emergency Card

Make your care wishes clear while the conversation is yours to have.

Record future healthcare wishes, Advance Care Directives, substitute decision-makers, emergency health information and personal care preferences — and share the context behind those choices with the people who matter.

14 ways to make your care wishes easier to understand and act on

Advance care planning & directives

Record future healthcare wishes and what matters most · Store or complete advance care directives where available · Record treatments or outcomes they would want or refuse

  • Record future healthcare wishes and what matters most
  • Store or complete advance care directives where available
  • Record treatments or outcomes they would want or refuse

QR Emergency Access

Share critical information through a QR Emergency Access Card · Keep medications, allergies and important medical information together · Make emergency contacts easy to find

  • Share critical information through a QR Emergency Access Card
  • Keep medications, allergies and important medical information together
  • Make emergency contacts easy to find

Decision-makers & care team

Record who should speak for them if they cannot · Identify substitute decision-makers · Keep GP, specialist and healthcare contacts together

  • Record who should speak for them if they cannot
  • Identify substitute decision-makers
  • Keep GP, specialist and healthcare contacts together

End-of-life, care & personal wishes

Record where and how they would prefer to be cared for · Capture hospital, home-care and aged-care preferences · Preserve cultural, spiritual and end-of-life wishes

  • Record where and how they would prefer to be cared for
  • Capture hospital, home-care and aged-care preferences
  • Preserve cultural, spiritual and end-of-life wishes
View complete capability list

Advance care planning & directives

  • Record future healthcare wishes and what matters most
  • Store or complete advance care directives where available
  • Record treatments or outcomes they would want or refuse

QR Emergency Access

  • Share critical information through a QR Emergency Access Card
  • Keep medications, allergies and important medical information together
  • Make emergency contacts easy to find

Decision-makers & care team

  • Record who should speak for them if they cannot
  • Identify substitute decision-makers
  • Keep GP, specialist and healthcare contacts together

End-of-life, care & personal wishes

  • Record where and how they would prefer to be cared for
  • Capture hospital, home-care and aged-care preferences
  • Preserve cultural, spiritual and end-of-life wishes
Clear wishes create better conversations, stronger understanding and more confidence for everyone involved.
03

Your essentials

Estate Planning

Bring the practical side of life into one clear picture.

Bring together your will, powers of attorney, Password Manager, important documents, property, superannuation, insurance, digital accounts and final wishes — so the right people can find what they need without piecing it together.

23 ways to organise the information your family may one day need

Wills, powers & legal documents

Create or securely store a will · Keep powers of attorney and guardianship documents together · Record executors, lawyers and other key contacts

  • Create or securely store a will
  • Keep powers of attorney and guardianship documents together
  • Record executors, lawyers and other key contacts

Money, property, super & insurance

List bank accounts, investments and property · Record superannuation and insurance details · Keep accountant, adviser and financial contacts easy to find

  • List bank accounts, investments and property
  • Record superannuation and insurance details
  • Keep accountant, adviser and financial contacts easy to find

Important documents & everyday life

Organise important documents and IDs · Record utilities, subscriptions and recurring bills · Leave the household instructions only you currently know

  • Organise important documents and IDs
  • Record utilities, subscriptions and recurring bills
  • Leave the household instructions only you currently know

Digital legacy, Password Manager & final wishes

Securely store passwords, online accounts, digital assets and access instructions · Decide what should happen to social media, digital files and online accounts · Leave funeral, memorial and final wishes

  • Securely store passwords, online accounts, digital assets and access instructions
  • Decide what should happen to social media, digital files and online accounts
  • Leave funeral, memorial and final wishes
View complete capability list

Wills, powers & legal documents

  • Create or securely store a will
  • Keep powers of attorney and guardianship documents together
  • Record executors, lawyers and other key contacts

Money, property, super & insurance

  • List bank accounts, investments and property
  • Record superannuation and insurance details
  • Keep accountant, adviser and financial contacts easy to find

Important documents & everyday life

  • Organise important documents and IDs
  • Record utilities, subscriptions and recurring bills
  • Leave the household instructions only you currently know

Digital legacy, Password Manager & final wishes

  • Securely store passwords, online accounts, digital assets and access instructions
  • Decide what should happen to social media, digital files and online accounts
  • Leave funeral, memorial and final wishes
Add what you know today. Keep it current as life, family and circumstances change.

Your Vault does not need to be finished. It just needs to begin.

Capture a story. Record a wish. Add one important detail. Invite someone you love. Build something your family can keep growing with you.

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Private & secure Permission-based sharing Begin with one prompt

THE HARSH REALITY

The Hidden Cost of Estate Disorganisation

Families rarely struggle because one document exists. They struggle because no one knows where it is, which version matters, what accounts exist, who to call, or how to access authorised information.

The difference is not subtle when your family has to act.

1

The search begins

Family members look through cupboards, emails, devices and old paperwork for anything that explains the estate.

2

Admin costs rise

Executors contact banks, insurers, solicitors and advisers without clear account details, paying for time and searches.

3

Access gets blocked

Passwords, two-factor authentication and platform privacy rules slow everything down.

4

Uncertainty lingers

Assets, liabilities, policies or instructions may still be missing months later.

Start your free Essentials Vault
Free forever planNo credit cardSetup in minutes

Founding Family Offer

Two lifetime vaults.
One lasting family legacy.

Two private Premium Lifetime Vaults for any two family members—independently owned and controlled, with shared Rooms for the stories, memories and important information that belong together as a lasting family legacy.

$197One-Off · No Recurring Subscription
$98.50 per parent during the founding offerFuture Pair Price $599
Story & LegacyStories, voice, video, letters and future messages
Health & CareCare wishes, emergency context and decision-makers
Estate PlanningWills, assets, digital legacy and executor guidance
Unlimited private and shared roomsUnlimited content and requestsFree Vaults for loved onesEstate Planning ChecklistAdvance Care PlanningWrite a Life Story BookVoice, video and uploadsFuture Milestone Scheduling
Secure your family legacy for $197

One-off payment. No recurring subscription.

Buying as a gift? Send it today or deliver it on a milestone
5/5 Trusted & Secure
One-off payment No Recurring Subscription
10,000+ families Secure their legacy with Evaheld
60-day money-back guarantee No questions asked
BUYER DECISION

Choose more than a will maker.

Online will makers are useful. Cloud folders are useful. Neither one, by itself, gives your executor a living map of your estate. Evaheld Essentials is built for the operational side families actually face.

Option 1

Online will maker only

Creates a legal document, then stops. The will may say who inherits, but it does not organise the practical evidence your executor needs.

  • Static document
  • No live asset map
  • No trusted-access workflow
Option 2

Cloud folder or spreadsheet

Stores files, but leaves the structure, permissions, updates and executor instructions up to you.

  • Easy to become stale
  • Poor fit for passwords
  • No estate-specific guidance
Best fit

Evaheld Essentials

Create or store supported estate documents, then organise the living context around them: assets, accounts, passwords, contacts, medical directive records, QR emergency information and trusted access.

  • Built-in Estate Planning Checklist
  • Charli-guided intelligent prioritisation
  • Executor-ready records in one secure vault
Start your free Essentials VaultCompare plans
Free forever planNo credit cardSetup in minutes
DASHBOARD PROOF

Your Estate Planning Checklist: Wills, Assets, Documents and Access

Estate planning fails when it stays abstract. Evaheld turns it into clear, guided tasks: start the will, add bank accounts, upload identity records, document business ownership, then keep building the map your executor will rely on.

Legal anchor

Create or store the will, then mark the signed version and where it lives.

Financial estate

Accounts, investments, insurance, liabilities and regular payments.

Identity and proof

Certificates, IDs, property records and ownership evidence.

Business and digital

Business interests, domains, platform accounts and recovery details.

Evaheld Estate Planning Checklist in the dashboard with guided estate organisation tasks

Actual dashboard: Charli recommends the next estate planning record to complete.

Start your free Essentials Vault
Free forever planNo credit cardSetup in minutes

REAL FAMILIES. REAL EXPERIENCES.

See what changes when everything that matters has a place.

From preserving stories and future messages to documenting care wishes and important information, families share how Evaheld makes it easier to begin, stay connected and leave something meaningful behind.

★★★★★ 5/5 Verified Google reviews
★★★★★Verified
“Evaheld has been really great. We started using it to capture stories, but what surprised me was how much it got everyone else involved too. People actually interacted and shared their own memories. It’s been really nice to see.”
Dez BakeVerified Google review
★★★★★Verified
“As a carer for my mum, Evaheld has been incredibly helpful. It’s given us a way to capture her stories while she’s still able to share them, and it’s also helped our family stay connected and involved. I didn’t realise how much it would mean until we started using it.”
Brand WinnersVerified Google review
★★★★★Verified
“What I didn’t expect was how much it got the whole family involved. It made some harder conversations easier than I thought they’d be, and everything flowed really naturally. What started as something practical has turned into something that’s brought a lot of joy.”
Jess BakerVerified Google review

Google MapsVerified Google reviews.

Family story

"Your legacy: A gift that lasts forever"

See how families use Evaheld to send meaningful messages, preserve memories and create something their loved ones can return to — and add to — over time.

Partner recognition

You're In Safe Hands

✦Awards & recognition
Winner University of Sydney Genesis Startup Competition 2022 Recognised for innovation in legacy preservation and advance care planning.
Winner Evaheld wins APAC Insider Business Awards 2024 Most Innovative Memorialisation & Care Planning Business 2024 — Social Impact Startup of the Year 2024
Corporate Vision Evaheld wins Australian Enterprise Awards 2025 Innovation & Advance Care Planning Company 2025 — Service Excellence 2025
Winner Evaheld wins APAC Insider Business Awards 2025 Most Compassionate Legacy Planning CEO 2025 — Michelle Gomes
Championing Health State Finalist Telstra Best of Business Awards 2025 Recognised for innovation in healthcare technology and legacy preservation.

PERSONALISED TO YOUR LIFE STAGE

Evaheld Adapts to Your Estate Planning Journey

The records that matter at 28 are not the same records that matter at 58. Charli helps you organise the right essentials for your current responsibilities.

Estate Planning Software That Builds an Executor-Ready Map

Tell Charli what you own, who depends on you and what you need to organise. She helps prioritise the estate planning records first — wills, powers of attorney, insurance, assets, passwords, trusted contacts and emergency decision information.

Recommends the best starting point
Connects documents to people and notes
Surfaces missing estate categories
Nudges you to keep records current
Charli, Evaheld AI guide

Charli

Online

AI Assistant
Type your message...
Start your free Essentials Vault
Free forever planNo credit cardSetup in minutes

One estate planning workspace for the records families usually have to hunt down.

Evaheld Essentials brings legal documents, asset details, digital access, contacts and urgent decision records into a secure structure that makes sense to the people who may need to act.

Start your free Essentials Vault
Free forever planNo credit cardSetup in minutes
ADVANCE CARE + EMERGENCY ACCESS

Estate planning should also protect you while you are alive.

A will usually matters after death. Powers of attorney, advance care planning records, medical directives and emergency contacts matter if illness, injury or cognitive decline means someone else needs to act while you are alive.

Keep care authority, critical facts and estate context connected. In Evaheld, you can create or store relevant healthcare directive records, upload jurisdictional forms where needed, document decision-makers, and set up a QR Emergency Card for selected urgent details.

📜Directive records

Advance care directive or medical directive records

🛡️Decision-makers

Healthcare proxy, guardian or attorney contacts

💊Critical facts

Allergies, medications and conditions for emergency use

🪪QR Emergency Card

A read-only emergency access layer for selected details

Local execution, witnessing and document-validity rules still apply. Evaheld helps organise the pathway, records and access so the right people can find them when it matters.

Evaheld dashboard card for setting up QR Emergency Access so critical care wishes and emergency details can be accessed when needed

The QR Emergency Card is for selected critical information, not broad access to your full private vault.

TRUSTED PEOPLE

Private Access for Executors, Attorneys, Advisers and Family

Estate planning is not only records. It is roles. Evaheld helps you involve executors, attorneys, advisers and loved ones with more control than a shared folder or group chat.

🚪Private Rooms

Group selected documents, notes and contacts for a specific person or purpose.

📨Content requests

Ask a loved one, adviser or family member to add missing details without exposing the whole vault.

🤝Trusted parties

Plan who should be involved if access needs to be requested or verified later.

🔐Selective sharing

Share specific information now, or keep it private until the right conditions are met.

Evaheld dashboard showing Rooms and Loved Ones with add room, add contact and send request options

Actual dashboard: Rooms and Loved Ones with add room, add contact and send request options.

SECURE DOCUMENT VAULT

Secure Document Storage for Wills, Powers of Attorney and Family Records

Wills, powers of attorney, passwords, account notes, asset details and emergency records need privacy, structure and controlled access. Evaheld is designed so you can organise serious information without making it easy for the wrong person to see.

Start organising freeCompare plans
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A GIFT THAT TELLS THEIR STORY

A whole life.
One story at a time.

Give someone you love a beautiful way to preserve their stories, voice, photos and memories. No memoir to write. Just a meaningful gift they can enjoy at their own pace.

EVERY STORY STARTS SOMEWHERE

“What’s one childhood memory you’d love our family to keep?”

A GIFT THAT KEEPS ON GIVING
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.

Some gifts are opened. This one unfolds for a lifetime.Give them a beautiful way to preserve the memories that matter most.
Limited Time 2 Lifetime Vaults $197 1 for $129 Save up to $402
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01 What financial planning should i do to protect my family? Financial · Planning · Should +
Essential financial planning includes adequate life insurance to replace income and cover debts, emergency savings covering 3-6 months of expenses, retirement planning and superannuation maximisation, debt management and elimination strategy, will and beneficiary designation alignment, clear asset and account documentation, consideration of income protection insurance, estate tax planning when appropriate, and regular financial review adjusting to life changes—creating comprehensive financial protection for family regardless of what happens.
Read full answer: what financial planning should i do to protect my family?
02 What legal documents do i need? Legal · Documents · Do +
Most adults should consider a valid will, financial decision-maker appointment, health or medical decision-maker appointment, advance care directions, beneficiary nominations and a practical record of where signed originals are stored. The exact documents and legal requirements depend on where you live and your circumstances.
Read full answer: what legal documents do i need?
03 What legal documents should my parents have and what is my role? Are · Essential · Legal +
The essential documents are a will, Durable Financial Power of Attorney (POA), Healthcare Power of Attorney/Advance Directive (Living Will), and HIPAA release. Your role is to encourage them to create/update these documents with a qualified elder law attorney, help them gather information, understand their choices for agents (which may or may not be you), and ensure copies are stored safely and shared with relevant parties.
Read full answer: what legal documents should my parents have and what is my role?
04 How do i securely share sensitive financial documents with family or advisers? Do · Securely · Share +
Use Evaheld's granular sharing controls to give specific people access to specific documents or folders. Set permissions (view-only or download), create temporary access for advisors, and use activity tracking to monitor who accessed what information.
Read full answer: how do i securely share sensitive financial documents with family or advisers?
05 How often should i update my financial and legal document information? Often · Should · Update +
Review and update your Essentials vault annually at minimum, and immediately after major life events like marriage, divorce, births, deaths, home purchases, job changes, or starting or selling a business.
Read full answer: how often should i update my financial and legal document information?
06 How does Evaheld’s password manager work and is it secure? Evaheld · S · Password +
A password manager handles credentials; estate planning also needs instructions about digital assets, recovery methods, account ownership and what should happen later. Evaheld connects password information with the broader digital asset and executor handover so credentials are not the only thing a family receives.
Read full answer: how does Evaheld’s password manager work and is it secure?
07 What essential documents should i store? Essential · Documents · Should +
Store your will, financial documents (account details, insurance policies), legal papers (property deeds, power of attorney), identification documents, passwords, important contacts, and any documents your family would need during emergencies or after your death.
Read full answer: what essential documents should i store?
08 How do i create clear instructions for my executor and family? Do · Create · Clear +
Use Evaheld's executor guide template to create step-by-step instructions covering what to do immediately after your death, who to contact, where documents are located, how to access accounts, and how to manage your estate.
Read full answer: how do i create clear instructions for my executor and family?
09 How do i track all my property and assets? Do · Track · Document +
Create a comprehensive asset inventory in your Essentials vault listing all property, vehicles, investments, valuable collections, business interests, and debts. Include locations, valuations, ownership details, and instructions for each asset.
Read full answer: how do i track all my property and assets?
10 How do i document my business succession plans? Do · Document · Business +
Document all business ownership details, key operational information, succession wishes, buy-sell agreements, business insurance, key contacts, and detailed instructions for business continuity or wind-down.
Read full answer: how do i document my business succession plans?
11 What documents should everyone have in place? Documents · Should · Everyone +
Documents include a will specifying asset distribution and guardian appointments, lasting power of attorney for financial decisions, advance healthcare directive or living will for medical preferences, funeral wishes documentation, and digital asset access information—these fundamental documents ensure your wishes are legally binding and your loved ones can act on your behalf during incapacity or after death.
Read full answer: what documents should everyone have in place?
12 How do i organise important information and documents for my family? Do · Organise · Important +
Organise by creating a comprehensive master document listing all accounts, assets, debts, and important information, consolidating legal documents in secure accessible location, documenting passwords and digital access, providing clear instructions about location of everything, creating both digital and physical backup systems, and ensuring trusted family members know where to find information—transforming scattered chaos into organised accessible system loved ones can navigate during crisis.
Read full answer: how do i organise important information and documents for my family?
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