Championing Health - Telstra Best of Business Awards
Championing Health - Telstra Best of Business Awards
“Combining legal documents with plain-language family instructions gave our estate plan context and made our intentions easier for everyone to follow.”
Iris, Estate planning client
Charli
Online
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.
“Combining legal documents with plain-language family instructions gave our estate plan context and made our intentions easier for everyone to follow.”
Iris, Estate planning client
One Platform. Connected.
Evaheld extends legal support beyond signed documents, helping clients keep wills, authorities, instructions and personal context clear for families and executors.
Legal, Wills & Estate
Clients securely store wills, directives, POAs, identity documents, instructions and personal legacy messages—reducing confusion, strengthening family understanding and supporting smoother legal outcomes.
Charli
Your legacy guide · Online
Evaheld helps clients store wills, directives, identity documents and personal legacy messages—keeping everything organised for families, solicitors and executors when clarity matters most.
My Story & Legacy
Clients record reflections, personal notes and legacy messages.
Health & Care
Advance care directives, preferences and health notes organised clearly.
Essentials
Wills, POAs, identity files, instructions and supporting documents secured.
Connections & Rooms
Family Room, Solicitor Room, Private Future Rooms for timed sharing.
Your vault is private and encrypted — you choose who sees what
Evaheld gives legal clients a living vault where stories, care wishes, and essential estate documents come together. Charli keeps them engaged, organised, and emotionally connected — increasing completion rates and reducing follow-up workload.
Charli uncovers client priorities — wills, POAs, directives, wishes, or legacy messages. This creates instant clarity and reduces delays, making legal work faster and more meaningful.
Clients securely store wills, directives, identity records, and supporting files while also capturing personal context behind decisions — reducing confusion for families and executors.
Clients can share selected items with family, legal practitioners, or executors — keeping communication smooth and reducing disputes later.
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
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.
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 DemoWhy partner with Evaheld today?
Clients expect legal planning to reflect the emotional, relational and practical realities behind their wishes. Firms that support this context build deeper trust without diluting legal scope.
Support clients beyond the legal document
Help people organise wishes, family context and personal meaning around estate planning — while keeping legal execution clearly separate.
Reduce friction and misunderstanding
Clearer context helps families and executors understand intentions, reducing confusion around difficult moments.
Differentiate with human-centred legal care
Offer a more complete, values-aware client experience without increasing drafting complexity or legal risk.
Build lasting trust with families and members
When firms help protect voice and meaning, they strengthen relevance far beyond the initial legal transaction.
Estate Planning Now Extends Beyond the Will
How legal organisations can support clarity, context and continuity without expanding legal scope
A practical guide for firms and member organisations navigating changing client expectations around family context, legacy and personal wishes.
Inside the guide:
What our partners say
Ready to become a partner?
Join our growing network of partners and help your clients preserve what matters most.
Trusted by families, professionals, and care organisations across Australia.
Derek's Place 
Legal Will 
All Home Care Matters 
Australian Doula College 
Dementia Australia 
APOD Derek's Place Legal Will All Home Care Matters Australian Doula College Dementia Australia APOD Derek's Place Legal Will All Home Care Matters Australian Doula College Dementia Australia APOD Find out more about how Evaheld collaborates with different partners.
