Legacy Planning Tools for Financial Advisers

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

Transform Financial Planning Through Legacy Integration

Financial Planning & Wealth Management Solutions

Empower financial planners and wealth advisers to offer comprehensive legacy planning—combining investment strategy with values documentation, estate planning integration, and multi-generational wealth transfer clarity that differentiates your practice and drives client loyalty.

Wealth ManagementEstate PlanningValues-Based PlanningClient Retention

Explore Wealth Planning Solutions

Charli

Online

AI Assistant

Partner Solutions

Transform Financial Planning Through Legacy Integration

Enable wealth advisers to deliver values-aligned financial planning by integrating legacy documentation, beneficiary clarity, estate planning coordination, and intergenerational wealth transfer support—creating deeper client relationships and sustainable AUM growth.

Financial Planning & Wealth Management Solutions

Deliver holistic wealth planning with integrated legacy services

Wealth ManagementEstate PlanningValues-Based PlanningClient Retention

Charli

Online

AI Assistant

Your Digital Vault

Evaheld empowers financial planners to move beyond transactions—helping clients articulate wealth values, document beneficiary intentions, organise estate materials, and create meaningful legacy context that transforms advisory relationships and improves next-generation client retention.

Wealth Values & Philosophy

Clients document financial decision-making frameworks, wealth creation stories, and money values—enabling advisers to deliver truly personalised, values-aligned financial planning strategies.

"What are your core beliefs about wealth and legacy?"

Estate Planning Coordination

Integrated storage for advance directives, healthcare proxies, POAs, and end-of-life wishes—bridging the gap between financial planning and comprehensive estate planning.

"Store your estate planning documents securely..."

Comprehensive Planning Vault

Centralised repository for financial plans, tax strategies, trust documents, account statements, beneficiary designations, and investment summaries—improving adviser efficiency.

"Upload your latest financial planning documents..."

Adviser Collaboration Rooms

Secure, permission-based sharing with financial advisers, CPAs, estate attorneys, and family members—enabling coordinated planning and reducing information silos.

"Create an Adviser Collaboration Room?"

Partnership Benefits

Simple Steps That Deepen Adviser–Client Relationships

Evaheld enhances transparency, strengthens trust and improves long-term engagement across generations.

Understand Client Values Faster

Charli uncovers client values, life goals and planning priorities, giving advisers richer context from day one.

ValuesMilestonesGoals

Clients Store All Planning Files in One Place

Clients upload statements, planning documents, tax files and summaries — reducing adviser admin burden.

Open Adviser Rooms for Secure Collaboration

Clients choose exactly which documents advisers can access, improving alignment and compliance.

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?

Financial decisions now sit inside life decisions. Clients expect advisers to understand values, family context and legacy — while still protecting professional boundaries and compliance.

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Respond to holistic client expectations

Support clients through life's transitions — from family change to intergenerational planning — without expanding advice scope or responsibility.

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Strengthen trust without crossing boundaries

Clients want their values, story and wishes respected. Evaheld provides structure for context — not advice — preserving adviser integrity.

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Build intergenerational relevance

Younger generations expect transparency, autonomy and ethical handling of personal information. Evaheld supports modern legacy expectations alongside financial outcomes.

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Reduce emotional load on advisers

Structure replaces ad-hoc conversations, helping advisers avoid becoming default organisers, mediators or memory-holders.

FREE RESOURCE

Beyond Money: The New Client Expectation Gap

How life transitions and changing values are reshaping financial advice

A boundary-safe guide for financial professionals navigating evolving client expectations around legacy, values and personal context — without increasing compliance risk.

Inside the guide:

A client expectation checklist across key life transitions

Insight into generational shifts in values and trust

Clear framing on what sits inside vs outside advice scope

Built for Australian financial professionals

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