Telstra

Championing Health - Telstra Best of Business Awards

Online Wills and Estate Planning as an Employee Benefit.

Offer employees practical financial wellbeing and family preparedness tools in one secure platform. Help staff create wills, organise passwords and essential documents, record care wishes and prepare for the people who depend on them, with a dedicated dashboard to support programme delivery.

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Employee-Owned Vaults icon Employee-Owned Vaults Wills & Family Planning icon Wills & Family Planning Dedicated Partner Dashboard icon Dedicated Partner Dashboard
YOUR EMPLOYEE BENEFIT EXPERIENCE

Online Wills. Essential Documents. Family Protection.

“The important details are all in one place…”
A Practical Employee Benefit. Value Beyond the Workplace.

Legal, Wills & Estate

Online Wills Employee Benefit With Legal Preparedness and Family Planning

For employers searching for online wills as a staff benefit, legal preparedness benefits or family wellbeing support, Evaheld gives employees a private place to organise wills, wishes, documents and family instructions.

Legal, Wills & Estate

Turn an Online Will Benefit Into Ongoing Family Preparedness

Employees can organise legal documents beside care wishes, life admin, emergency contacts and personal messages, making the benefit more useful than a one-off will form.

  • Offer Online Wills With Ongoing Value
  • Support Legal Preparedness at Work
  • Help Employees Organise Family Instructions

The complete Evaheld Vault

A Meaningful Legal & Legacy Benefit for Employees

Your story your wishes your essentials

One Vault. Everything connected.

Evaheld helps employees organise wills, directives, documents and reflections—strengthening family security and improving wellbeing.

01

Your story

Story & Legacy

Turn a lifetime of stories into something your family can keep.

Record Mum or Dad’s life story, preserve family history, capture their voice, write legacy and goodbye letters, and create messages for birthdays, weddings and milestones they can still be part of.

200+ guided ways to preserve a lifetime

Life stories, memoirs & family history

Record Mum or Dad’s life story · Create a guided memoir or family history · Preserve childhood memories and the stories behind treasured photos

  • Record Mum or Dad’s life story
  • Create a guided memoir or family history
  • Preserve childhood memories and the stories behind treasured photos
Videos, voice, photos & memories

Record their voice and favourite stories · Create a family history podcast · Preserve meaningful photos and videos with the memories behind them

  • Record their voice and favourite stories
  • Create a family history podcast
  • Preserve meaningful photos and videos with the memories behind them
Legacy letters & future messages

Write goodbye letters, legacy letters and legacy statements · Leave letters for children and grandchildren · Schedule birthday, wedding and milestone messages for the future

  • Write goodbye letters, legacy letters and legacy statements
  • Leave letters for children and grandchildren
  • Schedule birthday, wedding and milestone messages for the future
Values, traditions & remembrance

Pass on values and life lessons · Preserve family recipes and traditions · Record personal funeral, memorial and remembrance wishes

  • Pass on values and life lessons
  • Preserve family recipes and traditions
  • Record personal funeral, memorial and remembrance wishes
02

Your care wishes

Advance Care Planning & QR Emergency Card

Make your care wishes clear while the conversation is yours to have.

Record future healthcare wishes, Advance Care Directives, substitute decision-makers, emergency health information and personal care preferences — and share the context behind those choices with the people who matter.

14 ways to make your care wishes easier to understand and act on

Advance care planning & directives

Record future healthcare wishes and what matters most · Store or complete advance care directives where available · Record treatments or outcomes they would want or refuse

  • Record future healthcare wishes and what matters most
  • Store or complete advance care directives where available
  • Record treatments or outcomes they would want or refuse
QR Emergency Access

Share critical information through a QR Emergency Access Card · Keep medications, allergies and important medical information together · Make emergency contacts easy to find

  • Share critical information through a QR Emergency Access Card
  • Keep medications, allergies and important medical information together
  • Make emergency contacts easy to find
Decision-makers & care team

Record who should speak for them if they cannot · Identify substitute decision-makers · Keep GP, specialist and healthcare contacts together

  • Record who should speak for them if they cannot
  • Identify substitute decision-makers
  • Keep GP, specialist and healthcare contacts together
End-of-life, care & personal wishes

Record where and how they would prefer to be cared for · Capture hospital, home-care and aged-care preferences · Preserve cultural, spiritual and end-of-life wishes

  • Record where and how they would prefer to be cared for
  • Capture hospital, home-care and aged-care preferences
  • Preserve cultural, spiritual and end-of-life wishes
03

Your essentials

Estate Planning

Bring the practical side of life into one clear picture.

Bring together your will, powers of attorney, Password Manager, important documents, property, superannuation, insurance, digital accounts and final wishes — so the right people can find what they need without piecing it together.

23 ways to organise the information your family may one day need

Wills, powers & legal documents

Create or securely store a will · Keep powers of attorney and guardianship documents together · Record executors, lawyers and other key contacts

  • Create or securely store a will
  • Keep powers of attorney and guardianship documents together
  • Record executors, lawyers and other key contacts
Money, property, super & insurance

List bank accounts, investments and property · Record superannuation and insurance details · Keep accountant, adviser and financial contacts easy to find

  • List bank accounts, investments and property
  • Record superannuation and insurance details
  • Keep accountant, adviser and financial contacts easy to find
Important documents & everyday life

Organise important documents and IDs · Record utilities, subscriptions and recurring bills · Leave the household instructions only you currently know

  • Organise important documents and IDs
  • Record utilities, subscriptions and recurring bills
  • Leave the household instructions only you currently know
Digital legacy, Password Manager & final wishes

Securely store passwords, online accounts, digital assets and access instructions · Decide what should happen to social media, digital files and online accounts · Leave funeral, memorial and final wishes

  • Securely store passwords, online accounts, digital assets and access instructions
  • Decide what should happen to social media, digital files and online accounts
  • Leave funeral, memorial and final wishes

Your Vault does not need to be finished. It just needs to begin.

Capture a story. Record a wish. Add one important detail. Invite someone you love. Build something your family can keep growing with you.

Compare plans
Private & secure Permission-based sharing Begin with one prompt

EASY ESTATE PREPARATION FOR EMPLOYEES

Turn 'i really should sort my will' into a manageable first step.

Estate planning can sit on an employee's to-do list for years. Evaheld makes it easier to start privately, understand what records and contacts need organising, and take small steps around personal family responsibilities without HR ever reading the Vault.

01

They choose the family question to resolve

Charli might begin with their signed will, guardianship concerns or the person who should be contacted if something happened. They can start with a name or a document location.

02

They organise their essentials gradually

Employees can keep will locations, appointment documents, insurance references and useful instructions together. A local legal pathway is still needed for any document that requires execution.

03

Family planning keeps up with life's milestones

An employee can revisit their Vault after marriage, a birth or a change in household responsibilities, then share an updated document location with a partner. The practical benefit continues beyond the first checklist, while HR never becomes a recipient of private estate information.

Try Evaheld Free
Private from employers No pressure to finish Formal legal steps respected

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.

💬

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 favicon

Charli

Online

AI Assistant
Charli favicon

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

I want to record my childhood memories

Charli favicon

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

Trusted by 50+ 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.

Schedule Your Demo
No setup fees24-hour response timePartnership benefits included
Limited partnership spots available for 2026

⏰ THE TIME IS NOW

Why 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.

FREE RESOURCE

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:

A client-context checklist for legal teams
Guidance on separating legal advice from personal context
Insight into trust and continuity in estate planning
Built for Australian legal and wills organisations

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Instant PDF download • No spam, ever

By downloading, you agree to receive occasional updates from Evaheld. Unsubscribe anytime.

REAL FAMILIES. REAL EXPERIENCES.

See what changes when everything that matters has a place.

From preserving stories and future messages to documenting care wishes and important information, families share how Evaheld makes it easier to begin, stay connected and leave something meaningful behind.

★★★★★ 5/5 Verified Google reviews

Family story

"Your legacy: A gift that lasts forever"

See how families use Evaheld to send meaningful messages, preserve memories and create something their loved ones can return to — and add to — over time.

Partner recognition

You're In Safe Hands

✦Awards & recognition
Winner

University of Sydney Genesis Startup Competition 2022

Recognised for innovation in legacy preservation and advance care planning.
Winner

Evaheld wins APAC Insider Business Awards 2024

Most Innovative Memorialisation & Care Planning Business 2024 — Social Impact Startup of the Year 2024
Corporate Vision

Evaheld wins Australian Enterprise Awards 2025

Innovation & Advance Care Planning Company 2025 — Service Excellence 2025
Winner

Evaheld wins APAC Insider Business Awards 2025

Most Compassionate Legacy Planning CEO 2025 — Michelle Gomes
Championing Health State Finalist

Telstra Best of Business Awards 2025

Recognised for innovation in healthcare technology and legacy preservation.
01

How quickly can partners get started with Evaheld?

Partner Onboarding · Implementation Timeline · Training
+
Most partners can be onboarded and ready to launch within 2 to 4 weeks.
Read full answer: how quickly can partners get started with Evaheld?
02

How secure is client and organisation data on Evaheld?

Data Security · Privacy · Access Control
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Evaheld is built to protect sensitive personal, care, and legacy information with strong security and controlled access.
Read full answer: how secure is client and organisation data on Evaheld?
03

Can partners white-label or co-brand Evaheld?

White Label · Co-Branding · Partner Experience
+
Yes. Evaheld supports co-branding and selected white-label experiences for partners that want a more aligned client journey.
Read full answer: can partners white-label or co-brand Evaheld?
04

What support do partners receive from Evaheld?

Partner Support · Training · Customer Success
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Partners receive onboarding guidance, team training, rollout support, and ongoing help as the partnership grows.
Read full answer: what support do partners receive from Evaheld?
05

Do you offer discounts for families or groups?

Family Plans · Group Discounts · Multi-User Pricing
+
Yes. The Founding Family Pair is A$197 one-off for two separate Premium Lifetime Vaults for any two family members, an effective A$98.50 per Vault. Each Vault remains separately owned and controlled, with permission-based sharing available. The normal future Pair price is A$599. Organisations can contact Evaheld for group or partner pricing.
Read full answer: do you offer discounts for families or groups?
06

How does Evaheld support comprehensive planning ahead?

Evaheld platform · Planning tools · Organisation systems
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Evaheld provides structured guidance through comprehensive planning including legal document tracking, financial information organisation, healthcare wish documentation, practical information consolidation, family contact management, digital asset inventory, regular update reminders, secure encrypted storage, selective sharing controls, and AI-assisted prompts ensuring nothing important is forgotten—transforming overwhelming planning complexity into manageable guided process with everything organised in one secure accessible location.
Read full answer: how does Evaheld support comprehensive planning ahead?
07

How does Evaheld keep my data secure?

Data Security · Encryption · Privacy Protection
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Evaheld is private by default and uses encrypted connections, access controls and permission-based sharing so sensitive family, health and estate information is only shared with the people the owner chooses. Security should be read together with the Privacy Policy, Terms and the live security information published by Evaheld.
Read full answer: how does Evaheld keep my data secure?
08

Can i share my vault with family members while i am still alive?

share legacy while alive · family vault sharing · living legacy planning
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Yes. Evaheld is private by default, and you can share selected Rooms, records, requests or content with specific family members, carers, executors or advisers while keeping the rest of your Vault private. Sharing is controlled by the Vault owner and can be tailored to the person and purpose.
Read full answer: can i share my vault with family members while i am still alive?
09

What is Evaheld, and how does it help me preserve my legacy?

Digital Legacy Vault · Legacy Planning · Estate Documents
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Evaheld is an online legacy vault that unifies your life stories, advance care wishes and essential documents in one secure place. It centralises sentimental and practical content, guides you with an AI companion, and lets you share the right items with the right people at the right moment.
Read full answer: what is Evaheld, and how does it help me preserve my legacy?
10

Can i purchase an Evaheld vault as a gift?

Gift Subscriptions · Family Gifts · Gift Certificates
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Yes. You can purchase an Evaheld Vault as a gift for a parent, grandparent or someone you care about. The recipient keeps control of their own private Vault, and the gift can help them begin stories, care planning or practical estate organisation without taking ownership away from them.
Read full answer: can i purchase an Evaheld vault as a gift?
11

Are there any additional fees or hidden costs?

Pricing Transparency · Hidden Fees · Subscription Costs
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Evaheld shows current plan pricing before purchase. The Free Vault is A$0 forever, and paid plan inclusions are shown on the Plans page. Any current Lifetime or Family offer should be read with the published plan terms, inclusions and refund policy before checkout.
Read full answer: are there any additional fees or hidden costs?
12

Who is Evaheld actually for?

Legacy Planning · Family Vault · Memory Preservation
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Evaheld is for anyone who wants clarity about their legacy — individuals, families, carers, and adult children planning ahead. It suits every life stage, from young adults organising life admin to older Australians recording stories, care directives and estate documents in one secure, private vault.
Read full answer: who is Evaheld actually for?

Founding Family Limited Time Only $197

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