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

Trusted by 10,000+ families
5/5 rating
Charli, Evaheld AI guide

Charli

Online

AI Assistant
Partner Solutions
Feature

Legal, Wills & Estate

Centralised storage for legal documents and legacy context

Clients securely store wills, directives, POAs, identity documents, instructions and personal legacy messages—reducing confusion, strengthening family understanding and supporting smoother legal outcomes.

Wills & EstateLegal StorageLegacy Preservation
Charli, Evaheld AI guide

Charli

Online

AI Assistant

Your Digital Vault

A Complete Will, Estate and Legacy Vault for Every Household

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.

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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:

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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.