Digital Estate Planning Platform for Legal Professionals

Telstra

Championing Health - Telstra Best of Business Awards

For organisations empowering clients and life transitions

For organisations empowering clients and life transitions

Evaheld helps organisations deliver comprehensive legacy preservation, empowering human connection — with clarity, dignity, and trust.

Trusted by 10,000+ families
5/5 rating
Charli

Charli

Online

AI Assistant
Who Evaheld Is For

One Platform. Connected.

Evaheld connects people, families, and organisations — enhancing trust, dignity and client-centric initiatives.

Your Digital Vault

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.

"Would you like to add a message for your family?"

Health & Care

Advance care directives, preferences and health notes organised clearly.

"Shall we document your top health wishes?"

Essentials

Wills, POAs, identity files, instructions and supporting documents secured.

"Upload your will or POA and I'll store it safely."

Connections & Rooms

Family Room, Solicitor Room, Private Future Rooms for timed sharing.

"Who should be able to access these documents?"

Partnership Benefits

Simple Steps That Strengthen Legal Clarity & Client Confidence

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.

Help Clients Clarify What Matters First

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.

WillsDirectivesLegacy messages

Clients Upload, Record & Organise Everything Easily

Clients securely store wills, directives, identity records, and supporting files while also capturing personal context behind decisions — reducing confusion for families and executors.

Enable Intentional Sharing With Family or Executors

Clients can share selected items with family, legal practitioners, or executors — keeping communication smooth and reducing disputes later.

Start in Under 10 Seconds
No credit card required · Free forever plan available
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.

Charli

Charli

Online

AI Assistant
Charli

Hi! I'm Charli 👋 I help you capture memories, document care wishes, and organise important documents.

I want to record my childhood memories

Charli

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.

No setup fees
24-hour response time
Partnership benefits included
Limited partnership spots available for 2026
⏰ THE TIME IS NOW

Why partner with Evaheld today?

Clients no longer see legacy as a single legal event. They expect their values, intent and personal truth to be preserved and understood across life's transitions — beyond static documents.

📈

Respond to modern legacy expectations

Support clients as their lives, families and values evolve — without reframing legal work or expanding scope.

👥

Protect clarity after documents are signed

Reduce post-execution confusion by giving clients a structured place for context, story and intent that law is not designed to hold.

🏆

Strengthen trust without increasing liability

Evaheld supports what sits outside legal instruments, preserving professional boundaries while improving client outcomes.

💡

Future-proof private client relationships

Younger generations expect transparency, autonomy and digital continuity around legacy — not just compliance.

FREE RESOURCE

Beyond the Will

The Impact of Life Transitions and Changing Values

A scope-safe guide for legal professionals navigating changing expectations around legacy, values and continuity — without increasing legal responsibility.

Inside the guide:

A post-execution clarity checklist
Insight into shifting values across generations
Clear separation of legal vs non-legal legacy
Built for Australian private client and estate practices

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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
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
Your Answers.

Partner Questions

Find out more about how Evaheld collaborates with different partners.