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 
Championing Health - Telstra Best of Business Awards
Legacy preservation, advance care and estate planning vault for insurance clients
A secure policyholder vault for policies, beneficiaries, care wishes and essential family documents
Charli
Your legacy guide · Online
Hi! I’m Charli 👋 I can help you explore Evaheld for your organisation.
Client benefitStaff & member benefitPartner solutions
How could Evaheld support our clients, members or staff?
Evaheld gives organisations a practical way to help people prepare for life’s important moments — bringing stories, care wishes and essential planning into one secure, guided platform. I can show you how Evaheld can support your clients, members or staff, including partner dashboards, engagement and co-branded experiences where appropriate.
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.
Insurance partners can extend protection into preservation, helping clients keep essential documents, wishes and family messages ready alongside their cover.
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.
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.
Charli
Your legacy guide · Online
The complete Evaheld Vault
Improve Policyholder Engagement With Clarity and Organisation
Your story your wishes your essentials Finally connected
Charli helps clients store policy information, express care wishes and communicate with family—reducing confusion and strengthening long-term engagement.
01
Your story
Story & Legacy
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.
200+ guided ways to preserve a lifetime
Life stories, memoirs & family history
Record Mum or Dad’s life story · Create a guided memoir or family history · Preserve childhood memories and the stories behind treasured photos
- Record Mum or Dad’s life story
- Create a guided memoir or family history
- Preserve childhood memories and the stories behind treasured photos
Videos, voice, photos & memories
Record their voice and favourite stories · Create a family history podcast · Preserve meaningful photos and videos with the memories behind them
- Record their voice and favourite stories
- Create a family history podcast
- Preserve meaningful photos and videos with the memories behind them
Legacy letters & future messages
Write goodbye letters, legacy letters and legacy statements · Leave letters for children and grandchildren · Schedule birthday, wedding and milestone messages for the future
- Write goodbye letters, legacy letters and legacy statements
- Leave letters for children and grandchildren
- Schedule birthday, wedding and milestone messages for the future
Values, traditions & remembrance
Pass on values and life lessons · Preserve family recipes and traditions · Record personal funeral, memorial and remembrance wishes
- Pass on values and life lessons
- Preserve family recipes and traditions
- Record personal funeral, memorial and remembrance wishes
02
Your care wishes
Advance Care Planning & QR Emergency Card
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.
14 ways to make your care wishes easier to understand and act on
Advance care planning & directives
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
- 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
QR Emergency Access
Share critical information through a QR Emergency Access Card · Keep medications, allergies and important medical information together · Make emergency contacts easy to find
- Share critical information through a QR Emergency Access Card
- Keep medications, allergies and important medical information together
- Make emergency contacts easy to find
Decision-makers & care team
Record who should speak for them if they cannot · Identify substitute decision-makers · Keep GP, specialist and healthcare contacts together
- Record who should speak for them if they cannot
- Identify substitute decision-makers
- Keep GP, specialist and healthcare contacts together
End-of-life, care & personal wishes
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
- 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
03
Your essentials
Estate Planning
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.
23 ways to organise the information your family may one day need
Wills, powers & legal documents
Create or securely store a will · Keep powers of attorney and guardianship documents together · Record executors, lawyers and other key contacts
- Create or securely store a will
- Keep powers of attorney and guardianship documents together
- Record executors, lawyers and other key contacts
Money, property, super & insurance
List bank accounts, investments and property · Record superannuation and insurance details · Keep accountant, adviser and financial contacts easy to find
- List bank accounts, investments and property
- Record superannuation and insurance details
- Keep accountant, adviser and financial contacts easy to find
Important documents & everyday life
Organise important documents and IDs · Record utilities, subscriptions and recurring bills · Leave the household instructions only you currently know
- Organise important documents and IDs
- Record utilities, subscriptions and recurring bills
- Leave the household instructions only you currently know
Digital legacy, Password Manager & final wishes
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
- 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 plans Private & secure Permission-based sharing Begin with one prompt
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.
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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.
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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.
🌐
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 50+ 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.
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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.
🏆
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
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
REAL FAMILIES. REAL EXPERIENCES.
See what changes when everything that matters has a place.
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.
★★★★★ 5/5 Verified Google reviews
Google MapsVerified Google reviews.
Family story
"Your legacy: A gift that lasts forever"
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
You're In Safe Hands
✦Awards & recognition
01 How quickly can partners get started with Evaheld? Quickly · Partners · Get +
Most partners can be onboarded and ready to launch within 2 to 4 weeks.
Read full answer: How quickly can partners get started with Evaheld? 02 How secure is client and organisation data on Evaheld? Secure · Client · Organisation +
Evaheld is built to protect sensitive personal, care, and legacy information with strong security and controlled access.
Read full answer: How secure is client and organisation data on Evaheld? 03 Can partners white-label or co-brand Evaheld? Partners · White · Label +
Yes. Evaheld supports co-branding and selected white-label experiences for partners that want a more aligned client journey.
Read full answer: Can partners white-label or co-brand Evaheld? 04 What support do partners receive from Evaheld? Support · Do · Partners +
Partners receive onboarding guidance, team training, rollout support, and ongoing help as the partnership grows.
Read full answer: What support do partners receive from Evaheld? 05 Do you offer discounts for families or groups? Discounts · Families · Groups +
Yes. The Founding Family Pair is A$197 one-off for two separate Premium Lifetime Vaults for any two family members, an effective A$98.50 per Vault. Each Vault remains separately owned and controlled, with permission-based sharing available. The normal future Pair price is A$599. Organisations can contact Evaheld for group or partner pricing.
Read full answer: Do you offer discounts for families or groups? 06 How does Evaheld support comprehensive planning ahead? Evaheld · Support · Comprehensive +
Evaheld provides structured guidance through comprehensive planning including legal document tracking, financial information organisation, healthcare wish documentation, practical information consolidation, family contact management, digital asset inventory, regular update reminders, secure encrypted storage, selective sharing controls, and AI-assisted prompts ensuring nothing important is forgotten—transforming overwhelming planning complexity into manageable guided process with everything organised in one secure accessible location.
Read full answer: How does Evaheld support comprehensive planning ahead? 07 How does Evaheld keep my data secure? Evaheld · Keeps · Data +
Evaheld uses bank-level AES-256 encryption to protect all your data, the same security standard that protects financial institutions. Your data is stored in secure Australian data centres with redundant backups, protected by multiple security layers including firewalls, intrusion detection, and 24/7 monitoring. We use two-factor authentication, secure HTTPS connections for all data transmission, and strict access controls limiting who can view data internally. We never sell your data, never use it for advertising, and comply with Australian privacy laws. Premium users get additional security options like enhanced audit trails and granular access controls.
Read full answer: How does Evaheld keep my data secure? 08 Can I share my vault with family members while I am still alive? Share · Vault · Family +
Yes. Evaheld is designed for living legacies, so you can share specific vault content with specific people at any time. Granular privacy settings let you release childhood stories, recipes, or family history while keeping healthcare wishes, passwords, and estate instructions restricted to the right person until the right moment.
Read full answer: Can I share my vault with family members while I am still alive? 09 What is Evaheld, and how does it help me preserve my legacy? Evaheld · It · Help +
Evaheld is an online legacy vault that unifies your life stories, advance care wishes and essential documents in one secure place. It centralises sentimental and practical content, guides you with an AI companion, and lets you share the right items with the right people at the right moment.
Read full answer: What is Evaheld, and how does it help me preserve my legacy? 10 Can I purchase Evaheld gift subscription? Purchase · Subscription · Gift +
Yes. You can gift an Evaheld plan to someone you care about. For two people, the Founding Family Pair is A$197 one-off for two separate Premium Lifetime Vaults, an effective A$98.50 per Vault (normally A$599). Each recipient owns and controls their Vault separately, with permission-based sharing available.
Read full answer: Can I purchase Evaheld gift subscription? 11 Are there any additional fees or hidden costs with Evaheld's plans? Additional · Fees · Hidden +
No. The Free Vault is A$0 forever; current Premium prices are A$9/month, A$99/year, or A$129 one-off for Lifetime (normally A$399). The Founding Family Pair is A$197 one-off for two separate Premium Lifetime Vaults (normally A$599). Cancellation and data export are free.
Read full answer: Are there any additional fees or hidden costs with Evaheld's plans? 12 Who is Evaheld actually for? Who · Evaheld · Actually +
Evaheld is for anyone who wants clarity about their legacy — individuals, families, carers, and adult children planning ahead. It suits every life stage, from young adults organising life admin to older Australians recording stories, care directives and estate documents in one secure, private vault.
Read full answer: Who is Evaheld actually for?