Weeks to months
Time can disappear while family members search drawers, emails, filing cabinets and phones for essential records.
Supported will creation & storage
Password & digital access planning
Assets, accounts & insurance
Advance care records + QR Emergency Card
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.
Extra admin costs
Missing or unclear records can force executors into avoidable calls, searches, legal follow-up and adviser time.
Overlooked assets
Bank accounts, policies, retirement funds, subscriptions, property records and digital assets can be missed entirely.
Family uncertainty
Relatives are left guessing about instructions, advisers, documents, access, wishes and who was meant to do what.
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
Before and after
The difference is not subtle when your family has to act.
The same estate can feel organised or impossible depending on whether the executor receives a clean map or a pile of disconnected clues.
Without Evaheld
The search begins
Family members look through cupboards, emails, devices and old paperwork.
Admin costs rise
Executors contact banks, insurers, solicitors and advisers without clear account details.
Access gets blocked
Passwords, two-factor authentication and platform privacy rules slow everything down.
Uncertainty lingers
Assets, liabilities, policies or instructions may still be missing months later.
With Evaheld Essentials
The plan is visible
The will, estate documents and key instructions are labelled and organised.
The executor has a map
Assets, accounts, advisers and policy details are grouped by practical estate category.
Access is controlled
Trusted people receive selected information, not your entire private life.
The vault stays current
Charli and checklists help you update the plan as circumstances change.
Dashboard proof
Your Estate Planning Checklist, built into the dashboard.
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.
- Start with the legal anchor. Create or store the will and related documents, then mark the signed version and location.
- Map the financial estate. Bank accounts, investments, retirement accounts, insurance, liabilities and regular payments.
- Label identity and proof records. Birth certificate, IDs, property records, registrations, certificates and ownership evidence.
- Capture business and digital access. Business interests, domains, platform accounts, password recovery and trusted contact details.
Trusted by professionals
Estate planning is not finished when the document is signed.
“The expensive part is often not drafting the will. It is reconstructing the estate when records are scattered, versions are unclear and no one knows who to call.”
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.
Starting out
First foundations for independent life.
- Bank accounts
- Digital logins
- Rental or ID records
Building wealth
Financial growth and accumulation.
- Investments
- Retirement accounts
- Asset purchases
Family duties
People relying on you.
- Property ownership
- Life insurance
- Dependants and guardians
Legal planning
Documents that govern.
- Will and testament
- Power of attorney
- Executor details
Incapacity planning
When you cannot speak.
- Medical directives
- Decision-maker contacts
- QR emergency facts
Business owners
Succession clarity.
- Company interests
- Key advisers
- Access instructions
Charli AI guidance
Charli customises your Essentials Vault around what could cause the most stress later.
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
Everything your executor may need
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.
Legal documents
- Will and testament
- Power of attorney
- Trusts and deeds
- Signed versions
Financial accounts
- Bank accounts
- Investments
- Retirement funds
- Pension details
Property and assets
- Real estate
- Vehicles
- Valuables
- Storage locations
Access and passwords
- Password manager notes
- Recovery contacts
- Digital assets
- Security steps
Insurance and benefits
- Life insurance
- Health cover
- Policy numbers
- Benefit contacts
Important contacts
- Solicitor
- Accountant
- Financial adviser
- Executor details
Debts and liabilities
- Mortgages
- Credit cards
- Loans
- Regular payments
Business interests
- Company ownership
- Partnerships
- Business accounts
- Succession notes
Final instructions
- Funeral preferences
- Charity bequests
- Special instructions
- Location notes
Emergency decision records
- Medical directive records
- Decision-maker contacts
- Allergies and medications
- QR Emergency Card
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.
- Advance care directive or medical directive records
- Healthcare proxy, guardian or attorney contacts
- Critical medical facts for emergency use
- Read-only QR Emergency Card access layer
Important: 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.
Trusted people
Give the right person the right information — without handing over everything today.
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.
Secure document vault
Your most sensitive estate records deserve more than a folder.
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.
Encryption
Protection for sensitive records at rest and in transit.
Private access
Choose who can view selected documents, contacts and instructions.
Security steps
Use account controls that reduce unnecessary exposure.
Easy updates
Keep the estate plan current as assets, documents and people change.
Start simple
Start with the will. Finish with the estate system around it.
Create or store the key documents, then organise the assets, accounts, passwords, contacts, directives and instructions your family may need later. Start free and upgrade when you are ready.
Free plan availableLifetime option available · AUD $399 one-time
Family clarity
Do not leave your executor a scavenger hunt.
Build the estate planning vault that makes your documents, assets, access instructions, contacts and emergency records easier to find when they matter most.
Essentials Vault
Executor-ready estate organisation.
A will names beneficiaries. Evaheld Essentials organises the documents, assets, passwords, contacts, emergency records and executor-ready instructions around it.