Probate & Executor Support Platform

Telstra

Championing Health - Telstra Best of Business Awards

For organisations empowering clients and life transitions

For organisations empowering clients and life transitions

Trusted by 10,000+ families
5/5 rating
Charli, Evaheld AI guide

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Probate & Executor Support

Give executors everything they need in one secure vault

Clients centralise wills, directives, instructions, personal notes, family messages and supporting legal files—reducing confusion and giving executors clarity at a difficult time.

Executor SupportProbate ClarityEstate Transition
Charli, Evaheld AI guide

Charli

Online

AI Assistant

Your Digital Vault

Make Probate Easier With Clear, Organised Client Information

Evaheld helps clients assemble key documents, instructions and messages, giving executors clarity and reducing stress during estate administration.

My Story & Legacy

Clients leave personal context and messages for family clarity.

"Would you like to leave a message for your executor?"

Health & Care

Documented care wishes and medical notes for continuity.

"Shall we save your care preferences here?"

Essentials

Wills, directives, ID files, funeral preferences and instructions stored securely.

"Upload your essential documents here."

Connections & Rooms

Executor Room for secure, permission-based access.

"Would you like to prepare an Executor Room?"

Partnership Benefits

Simple Steps That Reduce Family Stress During Probate

Evaheld centralises documents, directives, memories and messages — giving executors the clarity they need and reducing emotional conflict for families.

Executors Receive Immediate Clarity

Charli highlights essential documents and wishes automatically — reducing confusion and delays.

DirectivesExecutor notesContact lists

All Estate Assets & Documents Stored Clearly

Clients upload identity documents, insurance policies, financial files, and specific instructions — helping executors act confidently and efficiently.

Executors Access Only What They Need

Clients can enable executor-only access to essential documents with controlled visibility.

Start in Under 10 Seconds
No credit card required · Free forever plan available
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

What our partners say

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

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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.