Evaheld digital legacy vault background with family memories and planning moments
Telstra

Championing Health โ€“ 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

Free forever plan No credit card Free Vaults for your loved ones
Smiling family using Evaheld
Loved by 10,000+ families
Money-back 60 Day Guarantee

"Eased my worries knowing our memories and wishes are safe and will be there for my family when they need them."

Elizabeth, Family matriarch
Charli, Evaheld AI guide

Charli

Online

AI Assistant

Hi! I'm Charli ๐Ÿ‘‹ I'm here to help you preserve your memories.

๐Ÿ“– Record a story ๐Ÿ’Œ Create a message ๐Ÿ“‹ Plan wishes

I want to record my childhood memories

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

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.

Your Digital Vault

Improve Policyholder Engagement With Clarity and Organisation

Charli helps clients store policy information, express care wishes and communicate with familyโ€”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 wishesโ€ฆ"

Essentials

Policy documents, statements and important files organised securely.

"Upload a policy documentโ€ฆ"

Connections & Rooms

Financial Room, Family Room, Private Future Rooms.

"Share with family?"
Start Your Free Vault

Your vault is private and encrypted โ€” 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 โ€” coverage notes, personal messages, care preferences โ€” creating meaningful context behind policies.

Policy notesWishesBeneficiary intent

Clients Store Policies Clearly

Clients upload statements, policies, renewal notices and claim documents โ€” 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 planNo credit cardFree Vaults for your loved ones
HOW IT WORKS

Two Powerful Platforms,
One Seamless Ecosystem

The Evaheld Consumer Experience

Charli, Evaheld AI guide

Charli

Online

AI Assistant
Charli, Evaheld AI guide

Charli, Evaheld AI guide

Trusted by 150+ Partner Organisations

Transform How Your Clients Preserve Their Legacy

No setup fees
24-hour response time
Partnership benefits included
Limited partnership spots available for 2026

FREE RESOURCE

Inside the guide:

Instant PDF download โ€ข No spam, ever

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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 Derek's Place
Legal Will Legal Will
All Home Care Matters All Home Care Matters
Australian Doula College Australian Doula College
Dementia Australia Dementia Australia
APOD APOD
Derek's Place Derek's Place
Legal Will Legal Will
All Home Care Matters All Home Care Matters
Australian Doula College Australian Doula College
Dementia Australia Dementia Australia
APOD APOD
Derek's Place Derek's Place
Legal Will Legal Will
All Home Care Matters All Home Care Matters
Australian Doula College Australian Doula College
Dementia Australia Dementia Australia
APOD APOD
Free forever plan No credit card Free Vaults for your loved ones
Your Answers.

Partner Questions

Find out more about how Evaheld collaborates with different partners.

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with code 100OFF

Ends 14 July