Store Wills, Insurance and Key Records in a Secure Online Legacy Vault

Store important documents in one secure vault

Organise essentials so anyone can find them

Share documents without losing control

Keep documents current

Essentials FAQs

Legal documents and wills

Financial and insurance records

Personal IDs and critical details

Structured sections and search

Notes that explain context

Room-based access

Time-based and event-based sharing

Version updates and replacements

Reduce reliance on outdated copies

Can I store wills and powers of attorney?

Who can access my documents?

How do I share only what’s needed?

Telstra

Championing Health - Telstra Best of Business Awards

Online Will & Estate Organisation

Online Will & Estate Organisation

Create your will, organise legal and financial documents, and keep digital assets secure in one private, family-ready vault.

Trusted by10,000+ families
5/5 rating
Charli

Charli

Online

AI Assistant
THE HARSH REALITY

The Devastating Reality
of Disorganisation

When someone passes away unprepared, families face a nightmare of searching, guessing, and costly mistakes.

The Chaos Your Family Faces

1

Month 1-2: The Search Begins

Frantically going through boxes, drawers, filing cabinets. Calling banks and solicitors with no account numbers. Stress levels through the roof.

2

Month 3-4: Costly Mistakes

Hiring solicitors at $300/hour to track down assets. Missing claim deadlines. Paying for duplicate searches. Legal fees mounting.

3

Month 5-6: Family Conflict

Arguments over who remembers what. Disagreements about wishes. Someone finds a document that changes everything. Trust eroding.

4

Month 7-12: Still Searching

Random discoveries of accounts years later. Unclaimed benefits and policies. The emotional and financial toll continues indefinitely.

Trusted by Professionals

Real Stories from
Real Families

See how Evaheld has helped families save time, money, and stress during difficult times.

"As an estate planning solicitor, I've seen families spend months searching for documents, thousands in extra fees, and relationships damaged by stress. When my own father used Evaheld, settling his estate took 3 weeks instead of 8 months. I now recommend it to 100% of my clients — it's the single best thing you can do for your family."

RT

Rebecca Thompson

Estate Planning Solicitor · Brisbane, QLD

PERSONALISED TO YOUR LIFE STAGE

Evaheld Adapts to
Your Financial Journey

Whether you're just starting out, building your estate, or planning your legacy — Charli knows exactly what to help you organise for your current situation.

Charli Knows What Matters Now

When you tell Charli you've just bought your first home, she doesn't overwhelm you with complex estate planning. Instead, she helps you organise immediate essentials — mortgage documents, insurance policies, property deeds — and gradually introduces more sophisticated planning as your wealth grows.

Prioritises immediate needs first
Grows complexity as your wealth grows
Suggests age-appropriate planning
Connects documents logically
Charli

Charli

Online

AI Assistant
Type your message...

Everything Your
Family Will Need

Charli guides you through organising every essential detail — nothing missed, nothing forgotten.

FORTRESS SECURITY

Your Most Sensitive Data,
Maximally Protected

Bank-level encryption. Zero-knowledge architecture. Australian data sovereignty. Your essentials are fortress-protected.

Give Your Family the Gift of Organisation

Don't leave chaos behind. Start organising your essentials today — your family will thank you forever.

Free plan availableNo credit card requiredSet up in 5 minutes
Charli

Charli

Online

AI Assistant
Got Questions?

Product Questions

Learn more about what you can store in your Digital Legacy Vault.

Quick Answer:

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.

Related Topics:

essential documents storagewill storage onlinedigital document vaultfinancial document organisationestate planning documents

Did this help you answer: What essential documents should I store?

Quick Answer:

Evaheld's password manager (available on paid plans) securely stores all your passwords with bank-level encryption, allows controlled sharing with trusted parties, and ensures your family can access critical accounts during emergencies without compromising security while you are alive.

Related Topics:

secure password managerlegacy password storagefamily password sharingencrypted password vaultestate planning passwords

Did this help you answer: How does Evaheld's password manager work and is it secure?

Quick Answer:

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.

Related Topics:

executor instructionsestate settlement guidefamily death instructionsexecutor guide templateestate planning instructions

Did this help you answer: How do I create clear instructions for my executor and family?

Quick Answer:

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.

Related Topics:

asset inventory estateproperty tracking estate planningasset documentation executorestate asset listcomprehensive estate inventory

Did this help you answer: How do I track all my property and assets?

Quick Answer:

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.

Related Topics:

update estate documentsreview financial informationestate planning updatesmaintain legacy vaultwhen to update will

Did this help you answer: How often should I update my documents?