How quickly can partners get started with Evaheld?

Most partners can be onboarded and ready to launch within 2 to 4 weeks.

How secure is client and organisation data on Evaheld?

Evaheld is built to protect sensitive personal, care, and legacy information with strong security and controlled access.

Can partners white-label or co-brand Evaheld?

Yes. Evaheld supports co-branding and selected white-label experiences for partners that want a more aligned client journey.

What support do partners receive from Evaheld?

Partners receive onboarding guidance, team training, rollout support, and ongoing help as the partnership grows.

Evaheld digital legacy vault background with family memories and planning moments

Championing Health – Telstra Best of Business Awards

Championing Health - Telstra Best of Business Awards

Charity bequest, online wills and legacy preservation platform for donor engagement

A secure donor vault for bequest intentions, will details, family messages and legacy giving clarity

Book a Demo

Free forever plan No credit card Free Vaults for your loved ones

Smiling family using Evaheld — Elizabeth, Family matriarch

Charli

Online

AI Assistant

Hi! I'm Charli 👋 I'm here to help you preserve your memories.

📖 Record a story 💌 Create a message 📋 Plan wishes

I want to record my childhood memories

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

Charli

Your legacy guide · Online

AI Assistant

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.

Charity bequest and online wills partners can make preservation more meaningful by connecting generous intentions with stories, values and trusted documents.

Who Evaheld Is For

One Platform. Connected.

Individuals

Safe-keep what matters most.

Families

Celebrate and connect.

Organisations

Human-centric alignment.

Partner Solutions

Bequest Growth for Charities Through Online Wills & Legacy Engagement

Charli helps donors document bequests, store will details, record intentions and leave personal messages—strengthening transparency and long-term donor trust.

Charities & Bequests

Donors can outline preservation wishes, bequests, will details, messages and personal motivations—creating clarity and reducing uncertainty for families and charities.

Bequest GrowthDonor LegacyCharity Partnerships

Charity Partnerships

Charli

Your legacy guide · Online

AI Assistant

Your Digital Vault

Increase Bequest Transparency and Donor Confidence

Evaheld helps donors store will details, record intentions and leave messages—supporting clarity and strengthening charitable bequest relationships.

My Story & Legacy

Donors record motivations, values and personal reflections.

"Would you like to explain your bequest intention?"

Health & Care

Relevant directives and care notes stored alongside donor details.

"Shall we save your care preferences?"

Essentials

Bequest information, will details and supporting documents secured.

"Upload your bequest document or instructions."

Connections & Rooms

Family and Charity Rooms for transparent communication.

"Would you like to share your bequest details?"

Start Your Free Vault

Your vault is private and encrypted — you choose who sees what

Partnership Benefits

Simple Steps That Increase Bequest Confidence & Completion

Evaheld helps donors document intentions, share legacy messages, and securely attach supporting documents — increasing bequest follow-through and reducing administrative uncertainty for charities.

Clarify Donor Intent Quickly

Charli guides donors to express wishes, motivations and bequest intentions — giving charities a clearer understanding of donor goals.

Bequest intentMotivationBeneficiaries

Donors Attach All Required Files Easily

Upload will extracts, legal notes, instructions and personal messages for your charity — reducing risk of confusion during estate processing.

Enable Secure Sharing With Charity Teams

Donors can selectively share their bequest intentions, or automatically notify your charity upon their passing.

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

💬

Conversational Interface

🗂️

All-in-one Vault

🔐

Bank-Level Security

👨‍👩‍👧‍👦

Controlled Sharing

📱

Cross-Platform Access

🎯

Guided Journeys

🌐

Multi-Language Support

♿

Accessibility First

Charli

Online

AI Assistant

Trusted by 150+ Partner Organisations

Transform How Your Clients Preserve Their Legacy

Schedule Your Demo

No setup fees

24-hour response time

Partnership benefits included

Limited partnership spots available for 2026

FREE RESOURCE

Inside the guide:

Instant PDF download • No spam, ever

Partner Testimonials

What our partners say

Sarah Mitchell

Financial Planner · Mitchell Advisory

David Chen

Care Director · Sunrise Aged Care

Jennifer Walsh

Estate Planning Lawyer

Ready to become a partner?

Join our growing network of partners and help your clients preserve what matters most.

Contact Our Team

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

Learn more Contact us for a demo

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.