Legacy, Estate & Advance Care Planning Platform for Partners

Championing Health - Telstra Best of Business Awards

For organisations empowering clients and life transitions

Evaheld helps organisations deliver comprehensive legacy preservation, empowering human connection — with clarity, dignity, and trust.

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Trusted by 10,000+ families

5/5 rating

Charli

Online

AI Assistant

Who Evaheld Is For

One Platform. Connected.

Evaheld connects people, families, and organisations — enhancing trust, dignity and client-centric initiatives.

Individuals

Safe-keep what matters most.

Families

Celebrate and connect.

Organisations

Human-centric alignment.

Partner Solutions

How Evaheld Supports Your Clients, Staff and Members

Unified Benefits

Empower your community with meaningful preservation

All OrganisationsUnified PlatformComprehensive Solution

Explore Partnership Benefits

Charli

Online

AI Assistant

Partner Solutions

How Evaheld Supports Your Clients, Staff and Members

Give people a single living vault to preserve their memories, organise essential documents, express their care preferences and securely share selected content with trusted connections.

Unified Benefits

Empower your community with meaningful preservation

Give clients, staff and members the ability to capture their stories, record their wishes and safeguard important documents through gentle, natural conversations with Charli—creating connection, continuity and long-term peace of mind.

All OrganisationsUnified PlatformComprehensive Solution

Charli

Online

AI Assistant

Your Digital Vault

Give Every Client, Staff Member and Member a Living Legacy Vault

Evaheld brings stories, care wishes and essential documents together in one secure, shareable vault—so your whole community can stay connected, prepared and supported across every stage of life.

My Story & Legacy

Stories, memories and reflections that strengthen connection.

"Tell me about your childhood…"

Health & Care

Care wishes and preferences recorded clearly for future support.

"Let's document your wishes…"

Essentials

Legal documents, financial records and emergency contacts stored securely.

"Upload important documents…"

Connections & Rooms

Family Rooms, Care Rooms and Private Future Rooms for secure sharing.

"Who should be connected?"

Partnership Benefits

Simple Steps That Strengthen Connection & Retention

Your organisation provides Evaheld, but Charli delivers the emotional value. Each step deepens trust, strengthens engagement, and builds long-term loyalty to your brand.

Show Immediate Personal Value

Charli asks simple, guided questions to personalise the vault and surface what matters most — stories, documents, preferences. This creates early emotional attachment and reduces churn from the very first interaction.

Family storiesCare wishesImportant documents

Create Daily and Weekly Engagement

Clients, staff and members begin organising documents, capturing memories, and saving important preferences at their own pace. Continuous small wins keep them engaged and increase platform stickiness.

Drive Loyalty Through Meaningful Sharing

Users can invite trusted people or schedule messages for future delivery. This deepens emotional investment and anchors your organisation into long-term family continuity.

Start in Under 10 Seconds

No credit card required · Free forever plan available

HOW IT WORKS

Two Powerful Platforms,
One Seamless Ecosystem

Empower your clients with our consumer app whilst managing everything through your dedicated partner dashboard

The Evaheld Consumer Experience

A beautifully simple platform where your clients preserve memories, document wishes, and organise essential information through natural conversations with Charli.

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Conversational Interface

Charli guides users through capturing memories and organising information with empathetic AI-powered conversations.

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All-in-one Vault

My Story & Legacy, Health & Care Wishes, Essentials & Documents, and Family & Connections — all in one place.

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Bank-Level Security

End-to-end encryption, granular privacy controls, and secure document storage protect sensitive information.

👨‍👩‍👧‍👦

Controlled Sharing

Users choose exactly what to share, with whom, and when — maintaining full control over their legacy.

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Cross-Platform Access

Seamless experience across all devices with automatic sync and offline access capabilities.

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Guided Journeys

Personalised prompts and templates help users capture what matters most without feeling overwhelmed.

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Multi-Language Support

Available in multiple languages to serve diverse families and communities worldwide.

♿

Accessibility First

Designed with screen readers, keyboard navigation, and adaptive interfaces for all abilities.

Charli

Online

AI Assistant

Hi! I'm Charli 👋 I help you capture memories, document care wishes, and organise important documents.

I want to record my childhood memories

What a beautiful gift! Let's start with where you grew up.

Trusted by 150+ Partner Organisations

Transform How Your Clients Preserve Their Legacy

Join leading organisations providing their clients with a beautiful, secure platform to capture memories, document wishes, and organise essential information — whilst you maintain full oversight.

Schedule Your Demo

No setup fees

24-hour response time

Partnership benefits included

Limited partnership spots available for 2026

⏰ THE TIME IS NOW

Why partner with Evaheld today?

Clients, staff and members no longer separate their lives from the organisations they trust. They expect support that respects personal values, autonomy and continuity across life's transitions — not generic programs or one-off initiatives.

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Meet rising expectations across life stages

Support people through major life transitions — from family change to caring roles and personal reflection — in ways that feel human, relevant and trusted.

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Strengthen engagement through values alignment

Peace of mind, personal voice and truth now drive loyalty. Evaheld helps organisations meet these expectations without intruding or overreaching.

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Build trust across generations

Different generations hold different values around legacy, privacy and autonomy. Evaheld supports all of them — in one ethical, consent-led system.

💡

Deliver meaningful social impact at scale

Move beyond performative wellbeing by offering real, measurable support that strengthens relationships and long-term trust.

FREE RESOURCE

A Framework for Supporting People Through Life's Transitions

What clients, staff and members now expect from trusted organisations

A practical guide for organisations supporting people across changing life stages — without increasing operational burden or crossing personal boundaries.

Inside the guide:

A life-transition expectation checklist

Insight into shifting values across generations

Clear guidance on supporting autonomy and voice

Designed for HR, CX and member-focused teams

Enter your work email to receive instant access

Instant PDF download • No spam, ever

Partner Testimonials

What our partners say

"Evaheld has transformed how we support families. Our clients now have a safe place to document their wishes and share their stories."

Sarah Mitchell

Financial Planner · Mitchell Advisory

"Our residents love being able to preserve their memories. Evaheld helps us deliver truly person-centred care."

David Chen

Care Director · Sunrise Aged Care

"The ability to help clients document advance care directives alongside their estate planning has been invaluable."

Jennifer Walsh

Estate Planning Lawyer

Ready to become a partner?

Join our growing network of partners and help your clients preserve what matters most.

Contact Our Team

24-hour response No setup fees

COLLABORATIONS

Our Partners

Trusted by families, professionals, and care organisations across Australia.

Your Answers.

How Evaheld Supports Your Clients, Staff and Members