Get Your Affairs In Order Easily with Your Custom Vault

Create a complete statement of wishes for a discretionary trust, with detailed trustee guidance for beneficiaries, distributions, vulnerability, tax and succession.

A practical guide to “Memorandum of wishes template,” covering personal property, asset management, document locations and debt context.

Create a complete digital legacy directory for devices, cloud photos, social media, recovery access, subscriptions and digital assets, then store and share it securely in Evaheld.

Write a complete letter of wishes for executors, trustees and guardians, with detailed guidance for family context, dependants, sentimental items and estate handover.

Create a complete emergency binder for your spouse, with utility shut-offs, bills, insurance, access, vendors, pets and a copy-ready household manual.

Understand when power of attorney paperwork needs professional legal advice, what to prepare before meeting a solicitor, and how to organise signed documents, health preferences, passwords and access instructions for the people you trust.

Understand which power of attorney forms, signatures, witness details and storage arrangements you may need, so trusted people can find current documents and act confidently when the time comes.

Understand how durable powers of attorney work, when authority continues after loss of capacity, who to appoint, what records to organise and why regular reviews help protect your financial, personal and health decisions.

A practical end-of-life document folder checklist covering urgent information, legal and health records, finances, digital access, household continuity and permissions.

Which cloud storage is the most secure for my death folder? A practical comparison of secure cloud storage, digital vaults and safe document access.

Use a complete affairs-in-order checklist for legal, health, financial, digital, household, funeral, family and first-48-hour information.

A practical checklist for getting your affairs in order, from legal documents and digital accounts to health wishes, family access and legacy messages.

A practical guide for families and carers on organising the details loved ones may need most, including care wishes, contacts, documents and personal context.

A partner guide to holistic planning that improves client outcomes by connecting financial advice, estate readiness, family communication and legacy support.

A practical checklist for Australians to organise essential documents, care wishes, emergency details, digital accounts, passwords and legacy records in one secure place.