Championing Health - Telstra Best of Business Awards
Connect financial wellbeing with estate preparedness, future care wishes and family legacy planning. Give customers and clients a secure digital Vault for essential documents, assets, passwords, trusted contacts and family information. Extend your existing financial services through Evaheld's guided client experience and partner dashboard.
Client-Controlled Sharing 
Estate & Legacy Planning Tools 
Dedicated Partner Dashboard Financial Services
For financial services teams searching for intergenerational wealth transfer tools, beneficiary planning support or digital estate planning for clients, Evaheld adds family context around advice relationships.
Financial Services
Evaheld helps clients document values, beneficiaries, family instructions, estate information and secure documents so advisers can support deeper conversations without becoming legal advisers or family counsellors.
The complete Evaheld Vault
One Vault. Everything connected.
Evaheld enables financial institutions to deliver holistic wealth planning—combining document security, advance care directives, beneficiary clarity, and legacy storytelling in one white-labelled digital vault that strengthens adviser-client trust and facilitates seamless generational wealth transfer.
Your story
Turn a lifetime of stories into something your family can keep.
Record Mum or Dad’s life story, preserve family history, capture their voice, write legacy and goodbye letters, and create messages for birthdays, weddings and milestones they can still be part of.
Record Mum or Dad’s life story · Create a guided memoir or family history · Preserve childhood memories and the stories behind treasured photos
Record their voice and favourite stories · Create a family history podcast · Preserve meaningful photos and videos with the memories behind them
Write goodbye letters, legacy letters and legacy statements · Leave letters for children and grandchildren · Schedule birthday, wedding and milestone messages for the future
Pass on values and life lessons · Preserve family recipes and traditions · Record personal funeral, memorial and remembrance wishes
Your care wishes
Make your care wishes clear while the conversation is yours to have.
Record future healthcare wishes, Advance Care Directives, substitute decision-makers, emergency health information and personal care preferences — and share the context behind those choices with the people who matter.
Record future healthcare wishes and what matters most · Store or complete advance care directives where available · Record treatments or outcomes they would want or refuse
Share critical information through a QR Emergency Access Card · Keep medications, allergies and important medical information together · Make emergency contacts easy to find
Record who should speak for them if they cannot · Identify substitute decision-makers · Keep GP, specialist and healthcare contacts together
Record where and how they would prefer to be cared for · Capture hospital, home-care and aged-care preferences · Preserve cultural, spiritual and end-of-life wishes
Your essentials
Bring the practical side of life into one clear picture.
Bring together your will, powers of attorney, Password Manager, important documents, property, superannuation, insurance, digital accounts and final wishes — so the right people can find what they need without piecing it together.
Create or securely store a will · Keep powers of attorney and guardianship documents together · Record executors, lawyers and other key contacts
List bank accounts, investments and property · Record superannuation and insurance details · Keep accountant, adviser and financial contacts easy to find
Organise important documents and IDs · Record utilities, subscriptions and recurring bills · Leave the household instructions only you currently know
Securely store passwords, online accounts, digital assets and access instructions · Decide what should happen to social media, digital files and online accounts · Leave funeral, memorial and final wishes
Your Vault does not need to be finished. It just needs to begin.
Capture a story. Record a wish. Add one important detail. Invite someone you love. Build something your family can keep growing with you.
Compare plansWHAT FINANCIAL CLIENTS EXPERIENCE
Financial preparation becomes more useful when clients can explain whom it protects and where important records are held. Charli turns those personal questions into simple actions without offering financial advice or making clients surrender private household details.
A client can begin by naming who depends on them or the policy they want loved ones to find. The question starts with a real-world outcome rather than a financial product screen.
Clients note advisers, insurers, superannuation, document locations and future wishes in a privately organised Vault. More guided actions can be completed between financial reviews.
Clients can make a particular insurer, adviser or document location findable for someone they trust. They can refresh details after major changes and keep sensitive accounts and personal messages private. Financial preparation becomes easier for the people it was meant to support.
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.
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⏰ THE TIME IS NOW
Why partner with Evaheld today?
Financial decisions now sit inside life decisions. Clients expect advisers to understand values, family context and legacy — while still protecting professional boundaries and compliance.
Respond to holistic client expectations
Support clients through life's transitions — from family change to intergenerational planning — without expanding advice scope or responsibility.
Strengthen trust without crossing boundaries
Clients want their values, story and wishes respected. Evaheld provides structure for context — not advice — preserving adviser integrity.
Create continuity beyond the transaction
Extend your relationship beyond products into the emotional and relational realities clients are already navigating.
Differentiate in a maturing trust market
Move beyond performance alone. Offer a meaningful, values-led layer that deepens loyalty and sets your practice apart.
The Future of Advice Is Personal Context
Why legacy, family dynamics and life transitions are reshaping client expectations
A practical guide for financial organisations supporting clients through change — without crossing compliance boundaries or increasing adviser burden.
Inside the guide:
REAL FAMILIES. REAL EXPERIENCES.
From preserving stories and future messages to documenting care wishes and important information, families share how Evaheld makes it easier to begin, stay connected and leave something meaningful behind.
Google MapsVerified Google reviews.
Family story
See how families use Evaheld to send meaningful messages, preserve memories and create something their loved ones can return to — and add to — over time.
Partner recognition
