Charity Bequest & Legacy Partnership Solutions

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 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?"

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
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.