Championing Health - Telstra Best of Business Awards
Championing Health - Telstra Best of Business Awards
"Finding one clear record of documents, contacts, and wishes would have saved our family weeks of uncertainty throughout the probate process."
Keira, Executor
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.
"Finding one clear record of documents, contacts, and wishes would have saved our family weeks of uncertainty throughout the probate process."
Keira, Executor
One Platform. Connected.
Evaheld connects people, families, and organisations — enhancing trust, dignity and client-centric initiatives.
Probate & Executor Support
Clients centralise wills, directives, instructions, personal notes, family messages and supporting legal files—reducing confusion and giving executors clarity at a difficult time.
Charli
Your legacy guide · Online
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.
Health & Care
Documented care wishes and medical notes for continuity.
Essentials
Wills, directives, ID files, funeral preferences and instructions stored securely.
Connections & Rooms
Executor Room for secure, permission-based access.
Your vault is private and encrypted — you choose who sees what
Evaheld centralises documents, directives, memories and messages — giving executors the clarity they need and reducing emotional conflict for families.
Charli highlights essential documents and wishes automatically — reducing confusion and delays.
Clients upload identity documents, insurance policies, financial files, and specific instructions — helping executors act confidently and efficiently.
Clients can enable executor-only access to essential documents with controlled visibility.
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.
