Championing Health - Telstra Best of Business Awards
Championing Health - Telstra Best of Business Awards
“Our membership benefit made will preparation approachable and gave us somewhere secure to keep the wider instructions our family may need.”
Noelle, Association member
Charli
Online
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.
“Our membership benefit made will preparation approachable and gave us somewhere secure to keep the wider instructions our family may need.”
Noelle, Association member
Member benefit online wills can become a richer preservation experience when legal preparation sits beside stories, care wishes and family guidance.
One Platform. Connected.
Member benefit online wills can become a richer preservation experience when legal preparation sits beside stories, care wishes and family guidance.
Membership Organisations
Members organise preservation records, wills, directives, documents and legacy reflections—improving family clarity and increasing loyalty to your organisation.
Charli
Your legacy guide · Online
Evaheld empowers members to organise wills, directives, instructions and family messages—strengthening engagement and retention through real, meaningful value.
My Story & Legacy
Members capture stories, reflections and milestone messages.
Health & Care
Documented preferences and directives for clarity.
Essentials
Wills, POAs, identity details and essential documents secured.
Connections & Rooms
Family Room, Private Rooms and Member Support Rooms.
Your vault is private and encrypted — you choose who sees what
Evaheld becomes the meaningful tool members rely on — strengthening connection to your organisation through continuous emotional relevance.
Charli identifies what each member needs most — stories, care wishes, instructions, or key documents — increasing early engagement.
Members store legal documents, create messages, and preserve meaningful reflections — driving repeated logins and retention.
Members can share items with their family or schedule future-dated delivery — emotionally anchoring your organisation into their long-term planning.
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
Online
Hi! I'm Charli 👋 I help you capture memories, document care wishes, and organise important documents.
I want to record my childhood memories
What a beautiful gift! Let's start with where you grew up.
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 DemoWhy 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.
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:
What our partners say
Ready to become a partner?
Join our growing network of partners and help your clients preserve what matters most.
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 Find out more about how Evaheld collaborates with different partners.
