Online Will & Legacy Benefits for Membership Organisations

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Charli, Evaheld AI guide

Charli

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Partner Solutions
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Membership Organisations

A meaningful, high-value benefit for members

Members organise wills, directives, documents and legacy reflections—improving family clarity and increasing loyalty to your organisation.

Member ValueCommunity BenefitLegacy Tools
Charli, Evaheld AI guide

Charli

Online

AI Assistant

Your Digital Vault

A High-Value Legal & Legacy Benefit for Members

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.

"Would you like to record a message?"

Health & Care

Documented preferences and directives for clarity.

"Shall we add your care preferences now?"

Essentials

Wills, POAs, identity details and essential documents secured.

"Upload an important document here."

Connections & Rooms

Family Room, Private Rooms and Member Support Rooms.

"Who should receive access?"

Partnership Benefits

Simple Steps That Increase Member Engagement & Lifetime Value

Evaheld becomes the meaningful tool members rely on — strengthening connection to your organisation through continuous emotional relevance.

Members Feel Understood Immediately

Charli identifies what each member needs most — stories, care wishes, instructions, or key documents — increasing early engagement.

LegacyWishesDocuments

Members Build Their Vault Over Time

Members store legal documents, create messages, and preserve meaningful reflections — driving repeated logins and retention.

Members Strengthen Family Continuity

Members can share items with their family or schedule future-dated delivery — emotionally anchoring your organisation into their long-term planning.

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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

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Partner Testimonials

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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.