How quickly can partners get started with Evaheld?

Most partners can be onboarded and ready to launch within 2 to 4 weeks.

How secure is client and organisation data on Evaheld?

Evaheld is built to protect sensitive personal, care, and legacy information with strong security and controlled access.

Can partners white-label or co-brand Evaheld?

Yes. Evaheld supports co-branding and selected white-label experiences for partners that want a more aligned client journey.

What support do partners receive from Evaheld?

Partners receive onboarding guidance, team training, rollout support, and ongoing help as the partnership grows.

Evaheld digital legacy vault background with family memories and planning moments

Championing Health – Telstra Best of Business Awards

Championing Health - Telstra Best of Business Awards

Legacy preservation, advance care and estate planning vault for solicitors and law firms

A digital client vault that improves will preparation, legal document sharing and family clarity

Book a Demo

Free forever plan No credit card Free Vaults for your loved ones

Smiling family using Evaheld — Elizabeth, Family matriarch

Charli

Online

AI Assistant

Hi! I'm Charli 👋 I'm here to help you preserve your memories.

📖 Record a story 💌 Create a message 📋 Plan wishes

I want to record my childhood memories

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

Charli

Your legacy guide · Online

AI Assistant

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.

Solicitors and estate firms can support preservation by helping clients keep legal documents, personal explanations, wishes and family messages together.

Who Evaheld Is For

One Platform. Connected.

Individuals

Safe-keep what matters most.

Families

Celebrate and connect.

Organisations

Human-centric alignment.

Partner Solutions

Digital Will & Estate Planning Vault for Solicitors and Law Firms

Charli helps clients centralise legal documents, store estate information, add personal notes and preserve legacy messages—supporting clearer planning, reduced disputes and improved service delivery.

Solicitors & Firms

Clients store preservation records, wills, directives, POAs and supporting documents alongside personal reflections, practical instructions and legacy context—giving solicitors fuller insight and reducing future conflict.

Estate PlanningClient ContinuityLegal Efficiency

Solicitor Solutions

Charli

Your legacy guide · Online

AI Assistant

Your Digital Vault

A Digital Vault That Enhances Client Clarity and Legal Preparation

Evaheld helps clients store wills, directives, instructions and personal reflections—giving solicitors essential context and reducing future disputes.

My Story & Legacy

Clients record reflections that support clearer estate intentions.

"Do you want to save your reasoning behind decisions?"

Health & Care

Health preferences and directives organised for legal continuity.

"Would you like to outline your care preferences?"

Essentials

Wills, POAs, directives, ID documents and instructions secured safely.

"Upload your will or directive for secure storage."

Connections & Rooms

Solicitor Room for direct client–solicitor file sharing.

"Should we share this with your solicitor?"

Start Your Free Vault

Your vault is private and encrypted — you choose who sees what

Partnership Benefits

Simple Steps That Increase Completion Rates & Client Trust

Evaheld supports solicitors by helping clients organise documents, articulate wishes, and record personal meaning behind legal decisions — speeding up workflows and improving client satisfaction.

Reveal Client Needs Instantly

Charli identifies what clients need help with — will updates, POA instructions, guardianship wishes or supporting documents.

Will updatePOA detailsGuardianship wishes

Clients Prepare Their Documents Before Meetings

Clients upload required files, draft wishes and complete guided questions. This reduces your admin time and increases billable efficiency.

Seamless Sharing With Your Firm

Clients can open a private share room where solicitors can access necessary documents securely.

Start in Under 10 Seconds

Free forever planNo credit cardFree Vaults for your loved ones

HOW IT WORKS

Two Powerful Platforms,
One Seamless Ecosystem

The Evaheld Consumer Experience

💬

Conversational Interface

🗂️

All-in-one Vault

🔐

Bank-Level Security

👨‍👩‍👧‍👦

Controlled Sharing

📱

Cross-Platform Access

🎯

Guided Journeys

🌐

Multi-Language Support

♿

Accessibility First

Charli

Online

AI Assistant

Trusted by 150+ Partner Organisations

Transform How Your Clients Preserve Their Legacy

Schedule Your Demo

No setup fees

24-hour response time

Partnership benefits included

Limited partnership spots available for 2026

FREE RESOURCE

Inside the guide:

Instant PDF download • No spam, ever

Partner Testimonials

What our partners say

Sarah Mitchell

Financial Planner · Mitchell Advisory

David Chen

Care Director · Sunrise Aged Care

Jennifer Walsh

Estate Planning Lawyer

Ready to become a partner?

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

Contact Our Team

24-hour response No setup fees

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

Learn more Contact us for a demo

Free forever plan No credit card Free Vaults for your loved ones

Your Answers.

Partner Questions

Find out more about how Evaheld collaborates with different partners.