The Hidden Cost
of Estate Disorganisation
When someone passes away unprepared, families face a stressful search for documents, accounts, passwords and instructions.
The Chaos Your Family Faces
Month 1–2: The Search Begins
Family members search boxes, drawers, emails and filing cabinets. Banks, solicitors and insurers are contacted without clear account details.
Month 3–4: Costs Start Rising
Executors spend time tracking assets, confirming documents and paying for extra searches. Delays create more stress and administration.
Month 5–6: Family Uncertainty
Relatives rely on memory. Questions about wishes, assets and responsibilities become harder when no clear record exists.
Month 7–12: Still Searching
Important accounts, policies or instructions may still be missing. The emotional and financial burden can continue long after the funeral.
Real Stories from
Real Families
See how organised estate planning records can help families save time, reduce stress and make difficult moments easier.
"Families rarely struggle because one document exists. They struggle because no one knows where it is, which version matters, or who to call. A secure estate planning vault turns scattered information into a clear record an executor can actually use."
Estate Planning Professional
Professional perspective ·
Evaheld Adapts to
Your Estate Planning Journey
Whether you’re starting out, building your estate, raising a family or planning ahead — Charli helps organise what matters now.
Starting Out
- •First bank accounts
- •Digital logins
- •Rental agreements
Building Wealth
- •Investment portfolios
- •Superannuation
- •Asset purchases
Family Responsibilities
- •Property ownership
- •Life insurance
- •Children’s details
Estate Planning
- •Will & testament
- •Power of attorney
- •Executor details
Legacy Transfer
- •Complete asset list
- •Family instructions
- •Final wishes
Charli Knows What Matters Now
When you tell Charli what you need to organise, she helps you prioritise the right estate planning records first — wills, insurance, super, property documents, passwords and executor contacts.
Charli
Online
Everything Your
Family Will Need
Charli guides you through every essential estate planning detail — wills, accounts, assets, passwords and instructions.
Legal Documents
- Will & testament
- Power of attorney
- Trusts & deeds
- Advance care directives
Financial Accounts
- Bank accounts
- Investment portfolios
- Superannuation
- Pension details
Property & Assets
- Property ownership
- Vehicle registration
- Valuable possessions
- Storage locations
Access & Passwords
- Account credentials
- Digital assets
- Password manager
- Security codes
Insurance & Benefits
- Life insurance
- Health cover
- Benefits & entitlements
- Policy numbers
Important Contacts
- Solicitor details
- Accountant info
- Financial advisers
- Executor contacts
Debts & Liabilities
- Outstanding loans
- Credit cards
- Mortgages
- Regular payments
Business Interests
- Company ownership
- Partnerships
- Business accounts
- Succession plans
Final Wishes
- Funeral preferences
- Estate instructions
- Charity bequests
- Special instructions
Your Most Sensitive Records,
Securely Protected
Wills, passwords and financial records need serious protection. Evaheld helps keep essentials private, organised and accessible only to the people you choose.
Data Encryption
Encryption helps protect your records at rest and in transit
Private Access
Choose who can view selected documents and instructions
Australian Hosting
Store essential records using Australian-hosted infrastructure
Multi-Factor Auth
Add security steps to reduce unauthorised access
Give Your Family the Gift of Organisation
Don’t leave scattered records behind. Start organising your estate planning essentials today — so your family knows what to do later.
Charli
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