Client Benefits
Give your clients the gift of preserving their life story, memories, and wisdom for future generations through guided conversations with Charli.
Legacy PlanningMemory PreservationFamily Connection
Explore Client Benefits 
Championing Health - Telstra Best of Business Awards
Championing Health - Telstra Best of Business Awards
Legacy preservation, advance care and estate planning for organisations to offer clients
A secure client vault for family story preservation, care wishes and essential document storage
Free forever plan No credit card Free Vaults for your loved ones
Free forever plan No credit card Free Vaults for your loved ones
Loved by 10,000+ families
Money-back 60 Day Guarantee
“Evaheld extends our client care beyond the usual service, helping people organise meaningful information and feel genuinely supported between important conversations.”
Adele, Client experience lead
Charli
Online
Hi! I'm Charli 👋 I'm here to help you preserve your memories.
📖 Record a story💌 Create a message📋 Plan wishes
I want to record my childhood memories
What a beautiful gift! Let's start with where you grew up.
Trusted by10,000+ families
5/5 rating
Loved by10,000+ families
“Evaheld extends our client care beyond the usual service, helping people organise meaningful information and feel genuinely supported between important conversations.”
Adele, Client experience lead
60 Day GuaranteeMost families lose the stories and wishes that matter most.
Who Evaheld Is For
One Platform. Connected.
Evaheld helps organisations deepen client relationships by giving each person a private place for wishes, stories, documents and trusted family sharing.
Partner Solutions
How Evaheld Supports Your Clients
Give clients a single living vault to capture memories, store important documents, express care wishes and securely share content with loved ones.
Charli
Your legacy guide · Online
Your Digital Vault
Give Your Clients a Secure Living Legacy Vault
Empower clients to capture their stories, care wishes and essential documents in one guided, secure space—so their families always know where to turn.
My Story & Legacy
Clients record meaningful stories and messages for loved ones.
"Would you like to record a memory?"
Health & Care
Care wishes and preferences documented gently and clearly.
"Let's outline your preferences…"
Essentials
Important documents stored safely in one organised vault.
"Upload a document…"
Connections & Rooms
Family Rooms and Private Future Rooms for selective sharing.
"Who should receive this?"
Start Your Free Vault
Your vault is private and encrypted — you choose who sees what
Partnership Benefits
Simple Steps That Empower Your Clients
Give clients a meaningful tool they return to repeatedly — strengthening loyalty, trust and lifetime value with every interaction.
Clients See Immediate Purpose
Charli identifies what's important to your clients — legacy stories, care preferences, or essential documents. This builds fast emotional relevance and reduces early drop-off.
StoriesWishesKey files
Clients Organise What Matters Most
Clients upload documents, record messages, and build their vault at their own pace. Every interaction strengthens brand alignment and reinforces value.
Clients Deepen Family Communication
Clients can share select items or schedule future messages, reinforcing your organisation as their trusted long-term provider.
Start in Under 10 Seconds
Free forever plan No credit card Free Vaults for your loved ones
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.
💬
Conversational Interface
Charli guides users through capturing memories and organising information with empathetic AI-powered conversations.
🗂️
All-in-one Vault
My Story & Legacy, Health & Care Wishes, Essentials & Documents, and Family & Connections — all in one place.
🔐
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.
📱
Cross-Platform Access
Seamless experience across all devices with automatic sync and offline access capabilities.
🎯
Guided Journeys
Personalised prompts and templates help users capture what matters most without feeling overwhelmed.
🌐
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
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 fees24-hour response timePartnership 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.
📈
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.
👥
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.
🏆
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
Partner Testimonials
What our partners say
Ready to become a partner?
Join our growing network of partners and help your clients preserve what matters most.
24-hour response No setup fees
COLLABORATIONS
Our Partners
Trusted by families, professionals, and care organisations across Australia.
Derek's Place 
Legal Will 
All Home Care Matters 
Australian Doula College 
Dementia Australia 
APOD Derek's Place Legal Will All Home Care Matters Australian Doula College Dementia Australia APOD Derek's Place Legal Will All Home Care Matters Australian Doula College Dementia Australia APOD Free forever planNo credit cardFree Vaults for your loved ones
Your Answers.
Partner Questions
Find out more about how Evaheld collaborates with different partners.