Evaheld digital legacy vault background with family memories and planning moments
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Championing Health โ€“ Telstra Best of Business Awards

Legacy preservation, advance care and estate planning for superannuation members

A secure member vault for super records, beneficiary nominations, future wishes and family legacy planning

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.

Superannuation partners can support preservation by helping members connect retirement planning with family stories, practical records and future wishes.

Who Evaheld Is For

One Platform. Connected.

Your Digital Vault

Enhance Member Value Through Clarity and Long-Term Organisation

Charli helps members store super information, document care wishes and preserve reflectionsโ€”supporting better planning and stronger family understanding.

Estate Planning Coordination

Integrated storage for advance directives, healthcare proxies, POAs, and end-of-life wishesโ€”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 summariesโ€”improving adviser efficiency.

"Upload your latest financial planning documents..."

Adviser Collaboration Rooms

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

"Create an Adviser Collaboration Room?"
Start Your Free Vault

Your vault is private and encrypted โ€” you choose who sees what

Partnership Benefits

Simple Steps That Deepen Adviserโ€“Client Relationships

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

Understand Member Values Faster

Charli uncovers member values, life goals and planning priorities, giving fund managers richer context from day one.

ValuesMilestonesGoals

Members Store All Planning Files in One Place

Members upload super statements, planning documents and summaries โ€” reducing admin burden.

Open Adviser Rooms for Secure Collaboration

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

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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Ends 14 July