Evaheld digital legacy vault background with family memories and planning moments

Championing Health - Telstra Best of Business Awards

Legacy preservation, advance care and estate planning vault for insurance clients

Q: How quickly can partners get started with Evaheld?

Most partners can be onboarded and ready to launch within 2 to 4 weeks.

Q: How secure is client and organisation data on Evaheld?

Evaheld is built to protect sensitive personal, care, and legacy information with strong security and controlled access.

Q: Can partners white-label or co-brand Evaheld?

Yes. Evaheld supports co-branding and selected white-label experiences for partners that want a more aligned client journey.

Q: What support do partners receive from Evaheld?

Partners receive onboarding guidance, team training, rollout support, and ongoing help as the partnership grows.

A secure policyholder vault for policies, beneficiaries, care wishes and essential family documents

Book a Demo

Free forever plan No credit card Free Vaults for your loved ones

Loved by 10,000+ families

Money-back 60 Day Guarantee

“Evaheld helped us connect insurance cover with the people, documents, and instructions our family would actually need during a difficult claim.”

Fiona, Insurance client

Charli

Online

AI Assistant

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.

Charli

Your legacy guide · Online

AI Assistant

Hi! I'm Charli 👋 I'm here to help you preserve your memories.

I want to record my childhood memories

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

Loved by10,000+ families

“Evaheld helped us connect insurance cover with the people, documents, and instructions our family would actually need during a difficult claim.”

Fiona, Insurance client

60 Day GuaranteeMost families lose the stories and wishes that matter most.

Who Evaheld Is For

One Platform. Connected.

Insurance partners can extend protection into preservation, helping clients keep essential documents, wishes and family messages ready alongside their cover.

Individuals

Safe-keep what matters most.

Families

Celebrate and connect.

Organisations

Human-centric alignment.

Partner Solutions

How Evaheld Supports Insurance Providers

Improve customer experience and loyalty with a secure digital vault for policies, claims information, future wishes and family-sharing tools.

Insurance Services

Provide your clients with a secure preservation vault to store insurance policies, beneficiary information, and important financial documents.

Policy StorageBeneficiary RecordsSecure Access

Discover Insurance Solutions

Charli

Your legacy guide · Online

AI Assistant

Your Digital Vault

Improve Policyholder Engagement With Clarity and Organisation

Charli helps clients store policy information, express care wishes and communicate with family—reducing confusion and strengthening long-term engagement.

My Story & Legacy

Clients express the meaning behind their coverage choices.

"Save a reflection about your decisions?"

Health & Care

Care wishes, notes and preferences documented clearly.

"Let's outline your care wishes…"

Essentials

Policy documents, statements and important files organised securely.

"Upload a policy document…"

Connections & Rooms

Financial Room, Family Room, Private Future Rooms.

"Share with family?"

Start Your Free Vault

Your vault is private and encrypted — you choose who sees what

Partnership Benefits

Simple Steps That Improve Policyholder Engagement

Evaheld organises policy documents, clarifies wishes, and strengthens communication across families.

Surface Policyholder Priorities

Charli identifies what matters — coverage notes, personal messages, care preferences — creating meaningful context behind policies.

Policy notesWishesBeneficiary intent

Clients Store Policies Clearly

Clients upload statements, policies, renewal notices and claim documents — reducing future confusion and improving experience.

Family Receives the Information They Need

Clients can share specific policy files with beneficiaries or store future messages.

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

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 fees24-hour response timePartnership 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.

📈

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.

FREE RESOURCE

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:

A holistic client expectation checklist

Clear framing for values, family and legacy context

Guidance on trust-building without advice creep

Built for Australian financial services