THE EVAHELD STORY · YOUR QUESTIONS ANSWERED

What do i actually get when i use Evaheld?

You get a secure digital Legacy Vault with three connected pillars: Story and Legacy for memories, Health and Care for advance directives, and Essentials for wills and records. Charli guides each step, QR emergency access links to your live vault, and private Rooms let you share precise items with specific people.

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A LIFE, THOUGHTFULLY KEPT✧

A place for all that matters.

Stories. Care wishes. Essential details. Together, when they're needed.

PRIVATE BY DEFAULT✦ EVAHELD
Some things are too meaningful to lose.
THE SHORT ANSWER

You get a secure digital Legacy Vault with three connected pillars: Story and Legacy for memories, Health and Care for advance directives, and Essentials for wills and records. Charli guides each step, QR emergency access links to your live vault, and private Rooms let you share precise items with specific people.

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FULL ANSWER

What do i actually get when i use Evaheld?

Evaheld Editorial Team
8 min read

When you sign up to Evaheld, you receive far more than a storage folder. You get a structured, privacy-first Legacy Vault with three connected pillars, a warm AI companion who guides you at your own pace, live emergency access through a QR card, and role-based Rooms that let you share precisely what each loved one needs. Every element is designed to reduce overwhelm today and reduce confusion for your family later.

01 / EVERYTHING INCLUDED INSIDE EVAHELD

Everything included inside the Evaheld legacy vault

Your account gives you the full digital legacy vault platform overview and pillars — Story and Legacy, Health and Care, and Essentials — plus the sharing, emergency, and AI-guided tools that hold them together. Rather than paying for a separate memory app, a separate directive service, and a separate document manager, you get one coherent system. Families comparing options often read the memory books and digital vaults comparison guide to understand why a single structured vault outperforms scattered tools, and the ultimate guide to digital inheritance shows how inheritance increasingly depends on digital access, not just physical keys. The full list of content and document types you can store gives you a clear picture of what can live inside your vault from day one.

02 / THE STORIES WE KEEP

Story and legacy tools for memories, letters, messages

The Story and Legacy pillar is where your life voice lives. You can write reflections, record audio, upload video messages, attach photographs, and schedule future delivery to the people you choose. The heirloom playbook for preserving meaningful objects shows how to pair a physical heirloom with the story behind it, so a piece of jewellery or a handwritten recipe becomes a narrated heritage item rather than an anonymous object. A new parent might record a short message for a child's eighteenth birthday; a grandparent might narrate the story of emigration or a family business; a friend might leave a tribute for a loved one's wedding day. Each entry can carry context, tags, and privacy settings, so the right memory reaches the right person at the right time.

03 / IDENTITY ANCHORS CAPTURE VALUES,

Identity anchors capture values, beliefs and lessons

Evaheld encourages you to capture identity anchors — the values, beliefs, and formative moments that explain who you are. These are the pieces that often go unsaid and unrecorded, yet are the ones families miss the most. Charli prompts you with gentle, human questions rather than blank forms. Over time, your vault holds not only dates and facts but the reasoning, humour, and lived wisdom that make your legacy unmistakably yours. The Charli AI legacy companion detailed guide explains how the companion adapts its prompts to your pace, style, and current life stage.

04 / CARE & CONNECTION

Health and care tools for directives and emergencies

The Health and Care pillar is where your medical voice is preserved. You can complete an Evaheld Advance Care Directive, upload an existing state-specific directive, or record values-led notes that help future decision-makers understand what quality of life means to you. The advance care directive explainer and why you need one walks you through the structure, and the Australian Government advance care directive guidance explains how each state and territory treats these documents. A QR Emergency Access Card can be linked to the live version of your directive so first responders always see the current document. You can read the emergency QR access card safety explainer for the full detail on what is and is not visible when the card is scanned.

05 / IMPORTANT DETAILS

Essentials tools for wills, financial and id records

The Essentials pillar holds the paperwork your executor, attorney, and family will rely on. You can upload wills, powers of attorney, insurance policies, superannuation nominations, titles, identification documents, and the practical notes that explain where originals are kept. The complete practical checklist for getting your affairs in order gives you a sensible order to work through, and the secure phone scanning how-to guide shows a safe way to digitise paper records without exposing them to risky consumer apps. Essentials is intentionally structured to avoid the two most common failures of estate planning — documents that exist but cannot be found, and documents that are found but out of date.

06 / IMPORTANT DETAILS

Keep documents current with reminders and tag filters

Evaheld helps you keep records current with gentle reminders, version history, and tag-based filters. You can review Essentials on a schedule that suits your life — an annual refresh, a post-move update, a post-diagnosis revision — and quickly locate anything with a tag filter. When your executor logs in one day, they will not face a disorganised dump of files; they will see labelled categories, current versions, and clear notes about where the signed originals are stored.

07 / WHO BENEFITS FROM BUILDING

Who benefits from building an Evaheld legacy vault

Evaheld suits any adult who wants a structured, private home for personal records, life stories, and care wishes — but three groups find the most value. The first is people planning ahead while calm, before any diagnosis or crisis arrives. The second is carers and adult children managing a loved one's health or affairs right now, who need a single place to centralise the information that guides those decisions. The third is anyone processing a significant life event — a new child, a parent's death, or a serious medical result — that made the gaps in their own planning suddenly visible. Each group uses the same vault differently, but all benefit from having one place that holds the complete picture.

08 / EARLY PLANNERS GAIN MOST

Early planners gain most from structured recording

People who build a vault while unhurried capture the content families value most. Identity anchors, future-delivery messages, narrated family histories, and values-led care preferences carry depth when recorded without urgency. A will uploaded without grief is easier to annotate with plain-language explanation. A voice message recorded without illness holds more of who the person truly is. Evaheld's structure rewards deliberate, unhurried reflection, and every entry added now reduces the interpretive pressure that otherwise falls on families at the most difficult moment.

09 / WHAT EVAHELD DOES NOT

What Evaheld does not replace and what it does best

Evaheld is not a will-writing service, a legal platform, or a clinical records system, and it does not replace a solicitor, a GP, or a financial planner. What it does is organise the context around those professional relationships — the personal preferences, the scanned documents, the family conversations, and the messages that make a formal instrument fully interpretable by the people who rely on it. Families who arrive expecting a shortcut to legal paperwork often find something different and more lasting: a place where the reasoning behind decisions lives alongside the decisions themselves, and where nothing important stays unspoken because no one thought to ask.

10 / CONTROL SHARING, FUTURE ACCESS

Control sharing, future access and privacy controls

Everything in Evaheld is private by default. Nothing is shared until you place an item in a Room and invite a specific person. Timing controls let you schedule content for a future date or event, so a birthday message or a post-death letter reaches the right person at the intended moment. Revocable permissions mean that if a relationship changes, access changes with it. Your vault is built on the OAIC APP 11 security principle for protecting personal information, backed by strong encryption, multi-factor authentication, and the controls detailed in our vault security and data protection explainer. When you are ready, the Evaheld plans and pricing options show which tier fits your household, so you can move from exploration to a fully-set-up vault with complete control over every share, every delivery, and every loved one's experience.

11 / CROSS-PILLAR PLANNING STEPS THAT

Cross-pillar planning and the steps that come next

Concrete examples show how the pillars connect inside daily life. A retiree uploads a long-held will, adds a narrated explanation for the executor, and links a Care Room to the same vault so the substitute decision-maker sees the directive in context. A parent records a bedtime-story video for their child and, in the same session, refreshes the family insurance details. A carer quietly assembles a full Essentials Room for an ageing parent while also capturing the parent's favourite recipes and stories as an unexpected gift for the grandchildren. Because every feature is woven into a single vault, these moments of organisation and these moments of meaning stop competing for time and begin reinforcing one another. That is the practical value behind the Evaheld promise: one trusted home for the full arc of a life, not a drawer of unrelated apps that no one remembers in the moments that matter most. A vault that holds your stories, your wishes and your records in structured harmony is quietly protective in a way that scattered tools can never be, because every piece of it points to the same person, the same values and the same clearly documented set of instructions.

12 / COMPLETE FORMAL SIGNING STEPS

Complete formal signing steps with the right advisor

Evaheld is a planning and preservation tool, not a substitute for a lawyer, a financial adviser, or a treating clinician. Wills and directives must still be validly executed under your state's rules to have legal effect. Use Evaheld to draft, organise, communicate, and preserve, then complete any formal witnessing or signing step with the appropriate professional. Your vault becomes most powerful when your formal documents and your Evaheld records point to the same, current truth.

13 / THE LEGACY VAULT

Three parts of life. One thoughtfully organised place.

Evaheld brings the personal and the practical together, while letting you decide what stays private and what you share.

Story & Legacy

Preserve voice recordings, videos, memories, photographs & life stories.

Explore stories ↗

Health & Care

Keep care wishes, medical directives & emergency health info together.

Explore care ↗

Estate Planning

Organise wills, passwords & information loved ones may need.

Explore essentials ↗
14 / A FIRST STEP, MADE SIMPLE

What would you want someone to know?

Not sure where to begin? Explore an example of the thoughtful prompts inside Evaheld. Select the kind of thing you want to keep, then see how one small answer can become the beginning of something meaningful.

YOUR STARTING POINT01 — 03
A STORY WORTH TELLING
“What’s a small moment from childhood you never want to forget?”

It can take just a few sentences to preserve something irreplaceable.

01 Who is Evaheld actually for? Legacy Planning · Family Vault · Memory Preservation +
Evaheld is for anyone who wants clarity about their legacy — individuals, families, carers, and adult children planning ahead. It suits every life stage, from young adults organising life admin to older Australians recording stories, care directives and estate documents in one secure, private vault.
Read full answer: who is Evaheld actually for?
02 How do Evaheld rooms work, and what are content requests? Family Document Sharing · Care Coordination · Executor Planning +
Evaheld Rooms are private, role-based spaces for sharing specific items inside your vault, such as Family, Care or Essentials Rooms. Content Requests let you invite others to contribute a single story or document without granting broader vault access, so collaboration stays precise, traceable and fully controlled by you.
Read full answer: how do Evaheld rooms work, and what are content requests?
03 What is Evaheld, and how does it help me preserve my legacy? Digital Legacy Vault · Legacy Planning · Estate Documents +
Evaheld is an online legacy vault that unifies your life stories, advance care wishes and essential documents in one secure place. It centralises sentimental and practical content, guides you with an AI companion, and lets you share the right items with the right people at the right moment.
Read full answer: what is Evaheld, and how does it help me preserve my legacy?
04 Can i share my vault with family members while i am still alive? share legacy while alive · family vault sharing · living legacy planning +
Yes. Evaheld is designed for living legacies, so you can share specific vault content with specific people at any time. Granular privacy settings let you release childhood stories, recipes, or family history while keeping healthcare wishes, passwords, and estate instructions restricted to the right person until the right moment.
Read full answer: can i share my vault with family members while i am still alive?
05 What essential documents should i store? essential documents storage · will storage online · digital document vault +
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?
06 Is my data secure in Evaheld? Data Security · Privacy · Encryption +
Yes. Your vault is private by default and protected with strong encryption, multi-factor authentication and Australian data hosting. You decide who can see each story, document or wish, and you can change or revoke that access at any time.
Read full answer: is my data secure in Evaheld?
07 How does Charli AI legacy companion preserve my legacy? AI legacy assistant · Charli AI · conversational legacy planning +
Charli is an AI assistant that guides you through natural conversations to capture your life stories, memories, and important information, making legacy preservation feel effortless and enjoyable rather than overwhelming.
Read full answer: how does Charli AI legacy companion preserve my legacy?
08 How does Evaheld help with life admin organisation? Evaheld platform · Life admin tools · Organisation system +
Evaheld provides comprehensive life admin organisation through systematic prompts covering all planning areas, centralised document storage and tracking, account and subscription inventory, maintenance schedule reminders, password and digital asset management, financial information organisation, healthcare documentation, contact management, and regular update reminders—transforming scattered chaotic life admin into organised accessible system where everything has a place and nothing is forgotten.
Read full answer: how does Evaheld help with life admin organisation?
09 What is Charli and when was it launched? Charli · AI companion · Conversational AI +
Charli is Evaheld's AI companion, launched in 2023, designed to make memory preservation easier and more conversational. Charli guides users through the process of capturing their stories, care wishes, and important information in a natural, compassionate way—making the experience feel less overwhelming and more like having a supportive conversation.
Read full answer: what is Charli and when was it launched?
10 What if i struggle with writing or technology? Technology barriers · Writing difficulties · Voice recording +
You don't need to be a skilled writer or tech-savvy to create meaningful legacy—Evaheld offers voice recording options where you simply talk instead of typing, conversational AI prompts that guide you through questions naturally, family members can help with technology whilst you provide the content, short bullet-point responses work perfectly well, and the platform is specifically designed for older users with simple, clear interfaces.
Read full answer: what if i struggle with writing or technology?
11 What recognition has Evaheld received? Awards · Recognition · Healthcare Innovation +
Evaheld has been recognised with multiple awards including: Winner of the Sydney Genesis Startup Competition (2022), Telstra Best of Business Awards Championing Health Finalist (2025), Innovation & Advance Care Planning Company of the Year (2025), Digital Transformation Award, and Michelle Gomes was named Most Compassionate Legacy Planning CEO (2025) by APAC Insider.
Read full answer: what recognition has Evaheld received?
12 What support do partners receive from Evaheld? Partner Support · Training · Customer Success +
Partners receive onboarding guidance, team training, rollout support, and ongoing help as the partnership grows.
Read full answer: what support do partners receive from Evaheld?
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.

Founding Family Limited Time Only $197

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