How Evaheld Supports Law Firms in Estate Planning

In an era where legal practices increasingly rely on digital tools, understanding the precise role of platforms like Evaheld is crucial. Imagine a busy solicitor juggling complex cases while clients struggle to organise their vital documents—Evaheld steps in as the digital vault and organiser, quietly empowering both parties without stepping onto legal ground. This post untangles the collaborative framework, spotlighting how clear divisions of responsibility can improve efficiency, while upholding professional boundaries and compliance.

Clarifying What Evaheld Is—and Isn’t

In the evolving landscape of legal technology integration, it is vital for law firm partners, risk and compliance officers, and professional indemnity insurers to have a clear, contractual-style understanding of the role Evaheld plays in legal practice. This clarity is essential for managing compliance risks, maintaining professional boundaries, and ensuring that digital document storage solutions truly support—rather than supplant—the solicitor’s expertise.

Evaheld: What It Is Not

First and foremost, Evaheld is not a legal practitioner or advisor. The platform does not, under any circumstances, provide legal advice, interpret the law, or act as a substitute for a qualified solicitor. It does not draft bespoke legal documents, nor does it offer personalised legal recommendations. These boundaries are not only fundamental to Evaheld’s design but are also reinforced by explicit disclaimers throughout the user experience.

No legal advice: Evaheld does not interpret legal issues or provide guidance specific to a client’s circumstances.
No bespoke drafting: The platform does not create custom legal documents or contracts tailored to individual needs.
No practitioner-client relationship: Use of Evaheld does not establish a solicitor-client relationship or replace the need for professional legal counsel.

By clearly defining these limitations, Evaheld helps law firms and their clients avoid confusion, ensuring that the platform’s use does not inadvertently create compliance risks or professional liability exposures.

Evaheld: What It Is

Evaheld is a digital information management and secure storage platform purpose-built to support legal practice without encroaching on the solicitor’s professional domain. Its core functions are designed to supplement, not replace, legal advice and services.

Digital document storage: Evaheld provides clients with a secure vault for storing existing legal documents, ensuring perpetual access and robust data protection.
Information organisation: The platform enables users to organise facts, timelines, and supporting materials relevant to their legal matters, streamlining the preparation process for both clients and solicitors.
Basic statutory forms: Through guided, non-advisory workflows, Evaheld facilitates the creation of basic statutory forms—such as certain state-specific Advance Care Directive templates—without offering legal interpretation or customisation.

These features are carefully constructed to ensure that Evaheld remains a tool for efficiency and organisation, rather than a source of legal advice or document drafting.

Ideal Collaborative Workflow: Defining Professional Boundaries

The optimal use of Evaheld in legal practice is anchored in a collaborative workflow that respects and reinforces the solicitor’s central role:

Client Preparation: The client uses Evaheld to gather and organise relevant facts, upload existing legal documents, and, where appropriate, complete basic statutory forms via guided workflows.
Solicitor Review and Advice: The solicitor accesses the organised information, reviews the client’s materials, provides tailored legal advice, and drafts any complex or bespoke legal documents required for the matter.
Secure Storage: Once final documents are executed, they are uploaded to the client’s Evaheld vault, ensuring secure, long-term access and simplifying future reference or updates.

This approach allows solicitors to focus on high-value advisory work, while clients benefit from efficient preparation and enduring access to their important documents. The process is designed to complement the firm’s professional services, never to compete with or undermine them.

Risk Management Through Clear Disclaimers and Oversight

Evaheld’s B2C app is embedded with clear disclaimers at every stage, directing users to seek legal advice for any matter requiring interpretation, advice, or bespoke drafting. These disclaimers are not merely best practice—they are a critical compliance safeguard, ensuring users understand the platform’s limitations and the necessity of engaging a qualified solicitor.

For law firms, the partner dashboard provides oversight and monitoring tools, allowing firms to track how clients interact with the Evaheld ecosystem. This transparency ensures that Evaheld’s use is always aligned with the firm’s risk management protocols and professional indemnity requirements.

Evaheld as a Risk-Managed Partner in Legal Practice Support

By explicitly defining its scope and limitations, Evaheld positions itself as the ultimate, risk-managed partner for digital document storage and legal practice support. Its design and operational framework ensure that it complements the solicitor’s role, supports compliance, and upholds the highest standards of professional responsibility.

Plan ahead with confidence — create your free Advance Care Plan in the Evaheld Legacy Vault to record your healthcare wishes, appoint decision-makers, and give your loved ones clarity, comfort, and peace of mind.

Evaheld’s Role in the Legal Workflow: A Collaborative Dance

In the evolving landscape of legal practice, the integration of digital tools must be carefully defined to ensure compliance, maintain professional boundaries, and uphold client trust. Evaheld’s role in the legal workflow is best described as a collaborative dance—one that orchestrates seamless interaction between clients, solicitors, and secure technology. This section delineates Evaheld’s function within the legal advisory process, clarifying its scope and reinforcing its value as a risk-managed partner for law firms.

Defining Evaheld: What It Is—and Is Not

Evaheld is not a legal practitioner. It does not provide legal advice, nor does it draft bespoke legal documents. Instead, Evaheld is a digital information management and secure storage platform. Its primary purpose is to empower clients to organise their personal and legal information, securely store existing legal documents, and, where appropriate, generate basic statutory forms—such as certain state-specific Advance Care Directive templates—through guided, non-advisory workflows.

This clear distinction is central to risk management and compliance. Evaheld’s B2C application includes prominent disclaimers, consistently directing users to seek professional legal advice for any matter beyond the platform’s basic organisational and storage functions. The platform’s design ensures that it complements, rather than competes with, the expert services provided by solicitors.

Structured Collaboration: The Ideal Legal Workflow

A well-defined workflow is essential for maximising efficiency, reducing risk, and enhancing the client experience. Evaheld supports a structured legal workflow that can be summarised in the following stages:

Client Document Organisation: Clients use Evaheld to gather, upload, and categorise all pertinent facts and existing legal documents. The platform’s intuitive interface guides users through the process, ensuring that solicitors receive a comprehensive and well-organised set of materials for review.
Professional Review and Legal Advice: Solicitors access the client’s Evaheld vault via the partner dashboard. They review the uploaded information, identify gaps or issues, and provide tailored legal advice. This step ensures that all advice is based on a complete and accurate understanding of the client’s circumstances.
Drafting Complex Legal Documents: Where required, solicitors draft bespoke legal documents—such as wills, powers of attorney, or complex agreements—drawing on the organised information provided through Evaheld. This division of labour allows solicitors to focus on high-value advisory and drafting work, rather than administrative tasks.
Secure Legal Workflows and Perpetual Storage: Once executed, final legal documents are uploaded to the client’s Evaheld vault. The platform’s robust security protocols ensure that these documents are stored safely and can be accessed by clients at any time, supporting ongoing client engagement and trust.

Risk Management and Professional Boundaries

Evaheld’s ecosystem is meticulously designed to support law firm partners, risk and compliance officers, and professional indemnity insurers. The partner dashboard provides firms with oversight of client activity within Evaheld, ensuring that the platform’s use aligns with the firm’s compliance requirements and professional standards. This transparency reinforces the clear boundary between digital tools and expert legal services, reducing the risk of unauthorised practice or inadvertent advice.

“Evaheld’s structured workflow enhances firm productivity, allowing solicitors to dedicate more time to complex legal analysis and client advisory, while clients benefit from clear procedural steps and enduring access to their documents.”

Empowering Solicitors and Clients Alike

By delegating the initial stages of client document organisation to Evaheld, solicitors are freed to concentrate on the core aspects of the legal advisory process. This efficient task delegation not only streamlines internal workflows but also ensures that clients are actively engaged in the preparation of their own legal affairs.

Clients retain control and ongoing access to their crucial legal documents, stored securely and indefinitely within their Evaheld vault. This perpetual access is a key driver of client trust and satisfaction, as it guarantees that important legal documents are never lost or inaccessible.

In summary, Evaheld’s role in the legal workflow is to provide a secure, compliant, and user-friendly platform for client document organisation and storage, while enabling solicitors to deliver high-value advisory services within a clearly defined, risk-managed framework.

Risk Management and Compliance: Ensuring Safe Boundaries

In the context of modern legal practice, risk management and law firm compliance are paramount. The Evaheld platform is designed to support these priorities by providing a clear, contractual-style framework that defines the boundaries of collaboration between solicitors and the technology. This section outlines how Evaheld’s structure, features, and workflows ensure safe boundaries for all stakeholders, including law firm partners, risk and compliance officers, and professional indemnity insurers.

Defining Evaheld’s Role: What Evaheld Is—and Is Not

Evaheld is not a legal practitioner. The platform does not provide legal advice, interpret the law, or draft bespoke legal documents. It is not a substitute for a solicitor’s expertise or professional judgment. Instead, Evaheld is a digital information management and secure storage platform. Its core function is to help clients organise factual information, securely store existing legal documents, and facilitate the creation of basic statutory forms—such as certain state-specific Advance Care Directive templates—through guided, non-advisory workflows.

This explicit distinction is critical for risk management and law firm compliance. By clearly defining its scope, Evaheld ensures that users are not misled about the nature of the services provided, and that legal practitioners retain full control over the provision of legal advice and the drafting of complex documents.

Built-In Disclaimers: Directing Users to Legal Advice

A cornerstone of Evaheld’s risk-managed approach is the inclusion of clear disclaimers throughout the platform. The B2C app prominently displays notices advising users that Evaheld does not provide legal advice and that complex legal matters should be referred to a qualified solicitor. These disclaimers are reinforced at key decision points, particularly when users engage with document creation workflows or upload sensitive materials.

This proactive communication manages client expectations and mitigates the risk of unauthorised legal advice, a key concern for professional indemnity insurers and compliance officers. By directing users to seek professional guidance, Evaheld supports the solicitor-client relationship and upholds the integrity of legal practice.

Monitoring and Oversight: The Partner Dashboard

Evaheld’s partner dashboard is a critical tool for risk and compliance officers. This dedicated interface allows law firms to monitor the use of the Evaheld ecosystem by their clients and staff. Key features include:

Real-time usage tracking and activity logs
Alerts for workflow completion and document uploads
Audit trails for all client interactions and document management activities

This level of oversight ensures that the platform is used in a manner that complements—rather than conflicts with—professional legal services. Firms can quickly identify and address any potential compliance issues, further reducing liability risks and supporting ongoing law firm compliance efforts.

Complementary Workflows: Supporting Professional Boundaries

Evaheld’s workflow is intentionally designed to reinforce professional boundaries. The ideal collaborative process is as follows:

The client uses Evaheld to organise personal information and upload existing legal documents.
The solicitor reviews the organised information, provides tailored legal advice, and drafts any complex or bespoke documents as required.
Final, executed documents are securely stored in the client’s Evaheld vault for ongoing access and peace of mind.

This division of roles allows solicitors to focus on high-value advisory work, while Evaheld handles the secure management and organisation of information. The platform’s workflows are structured to avoid any overlap with regulated legal activities, ensuring compliance with professional standards and indemnity requirements.

Technological Safeguards and Audit Trails

To further mitigate the risk of unauthorised legal advice, Evaheld employs a range of technological safeguards. These include:

Restricted editing and document creation capabilities to prevent the drafting of bespoke legal documents within the platform
Automated prompts and warnings when users attempt to perform actions that may require legal advice
Comprehensive audit trails that record all user actions, supporting transparent risk and compliance tracking

These features provide a robust framework for risk management, giving law firms and professional indemnity insurers confidence that the platform operates within clearly defined legal boundaries.

Alignment with Professional Indemnity and Compliance Standards

Evaheld’s approach is aligned with the expectations of professional indemnity insurers and regulatory bodies. By providing clear disclaimers, robust monitoring tools, and transparent workflows, the platform reduces the risk of malpractice and supports the firm’s ongoing compliance obligations. The result is a technology partnership that enhances, rather than endangers, the integrity of legal practice.

Technology and Legal Practice: Blending Digital Tools with Expert Advice

In the evolving landscape of legal services, the integration of digital platforms such as Evaheld is reshaping secure legal workflows and the delivery of client-centred solutions. For law firm partners, risk and compliance officers, and professional indemnity insurers, it is essential to understand the precise role Evaheld plays in the legal practice ecosystem, particularly in relation to compliance, risk management, and the preservation of professional boundaries.

Defining Evaheld’s Role: Secure Digital Infrastructure, Not Legal Practice

Evaheld is not a legal practitioner, does not provide legal advice, and does not draft bespoke legal documents. Instead, Evaheld is a digital information management and secure storage platform designed to support, but never replace, the expertise of solicitors. Its core function is to help clients organise their personal and legal information, securely store existing legal documents, and generate basic statutory forms—such as state-specific digital advance care directives—through guided, non-advisory workflows.

All workflows within Evaheld are accompanied by clear, explicit disclaimers, directing users to seek professional legal advice for any matter requiring interpretation, advice, or bespoke drafting. This ensures that the platform complements, rather than conflicts with, the solicitor’s professional obligations and the firm’s risk management framework.

Technological Sophistication: Security and Accessibility at the Forefront

Evaheld leverages bank-grade encryption to secure sensitive client documents, ensuring compliance with Australian privacy and data protection standards. This robust security infrastructure underpins every aspect of the platform, from document upload to long-term storage, providing peace of mind for both clients and legal professionals.

Digital Advance Care Directives: Evaheld supports the creation of digital advance care directives and other statutory forms through intuitive, step-by-step workflows. These forms are generated in accordance with relevant state legislation, but always within the boundaries of non-advisory assistance.
Instant Access and Emergency Retrieval: Clients can access critical documents instantly, including in emergencies, via secure QR codes. This feature ensures that vital information—such as advance care directives or enduring powers of attorney—can be retrieved when it matters most, without compromising security.
Legacy Vault and Comprehensive Estate Planning: Evaheld’s legacy vault combines advanced digital storage with features designed for comprehensive estate planning. Clients can store wills, powers of attorney, and other key documents in perpetuity, with access controls managed by the client and their legal advisors.
AI Legacy Assistant, Charli: The platform includes an AI-powered assistant, Charli, which helps clients record personal stories and share family histories. Charli does not provide legal advice but offers a unique value-add, enriching the client’s digital legacy and supporting holistic estate planning.

Collaborative Workflow: Maximising Professional Value

The ideal workflow within the Evaheld ecosystem is clearly delineated to support secure legal workflows and uphold professional boundaries:

Client Preparation: The client uses Evaheld to organise facts, upload existing legal documents, and complete basic statutory forms through guided, non-advisory workflows.
Solicitor Review and Advisory: The solicitor accesses the client’s organised information via the Evaheld partner dashboard, reviews the material, provides tailored legal advice, and drafts any complex or bespoke documents as required.
Secure Storage and Perpetual Access: Final, executed documents are uploaded to the client’s Evaheld vault, ensuring enduring access and secure storage for both the client and their legal representatives.

This collaborative approach allows solicitors to focus on high-value advisory work and complex drafting, while Evaheld manages the administrative and organisational aspects of document handling. The result is a streamlined, risk-managed process that enhances client experience without encroaching on the solicitor’s professional role.

Risk Management and Professional Oversight

Evaheld’s B2C application is designed with risk management at its core. Disclaimers are embedded throughout the client journey, and the partner dashboard provides law firms with oversight of their clients’ use of the platform. This ensures that Evaheld’s digital tools and AI features—such as the free online will maker and digital advance care directives—are used in a manner that complements, rather than substitutes, professional legal services.

By integrating secure legal workflows, digital advance care solutions, and advanced legal technology, Evaheld positions itself as the ultimate, risk-managed partner for future-facing legal service delivery models. Security, accessibility, and professional boundaries remain paramount, supporting both compliance and client satisfaction in a rapidly digitising legal landscape.

Common Misconceptions and Realities Around Digital Legal Platforms

Addressing Common Misconceptions: Evaheld’s Role in Legal Practice Support

In the evolving landscape of legal technology, digital platforms such as Evaheld are increasingly integrated into legal practice. However, persistent misconceptions about their scope and function can create confusion for clients and risk for law firms. Addressing these common misconceptions is essential for effective risk management, transparent client engagement, and the preservation of professional boundaries. This section clarifies Evaheld’s role, dispels prevalent misunderstandings, and highlights the importance of client education in the digital era.

Evaheld Is Not a Substitute Legal Advisor

A frequent misconception is that Evaheld operates as a digital legal advisor or practitioner. This is not the case. Evaheld does not provide legal advice, does not act as a solicitor, and does not draft bespoke legal documents. The platform’s function is strictly limited to digital information management and secure storage. It enables clients to organise factual information, store existing legal documents, and generate basic statutory forms—such as certain state-specific Advance Care Directive templates—through guided, non-advisory workflows.

This distinction is critical for law firm partners, risk and compliance officers, and professional indemnity insurers. By clearly defining the platform’s boundaries, firms can confidently integrate Evaheld into their practice without concern for unauthorised legal practice or inadvertent client reliance on non-advisory tools.

Clients Sometimes Expect Comprehensive Legal Advice from Digital Platforms

Despite disclaimers and clear communication, some clients may mistakenly believe that digital platforms like Evaheld can provide tailored legal advice or replace the expertise of a qualified solicitor. This expectation can lead to improper reliance on the platform and potential risk exposure for the firm.

To address this, Evaheld incorporates explicit disclaimers throughout its B2C app, directing users to seek professional legal advice for their specific circumstances. These disclaimers are not merely procedural—they are a core element of risk management and client education, ensuring that users understand the platform’s supportive, rather than advisory, role.

Clarifying Disclaimers: Resetting Client Expectations

Clear, prominent disclaimers are essential in resetting client expectations and preserving professional roles. Evaheld’s interface and workflows are designed to reinforce the message that the platform is a tool for information management and document storage, not a provider of legal counsel. The partner dashboard further empowers law firms to monitor client engagement with the platform, ensuring that Evaheld is used as an adjunct to, rather than a replacement for, professional legal services.

“Transparent communication about the scope and limitations of digital legal platforms is fundamental to effective risk management and client trust.”

Digital Platforms Enhance Organisation, Not Legal Expertise

Another common misbelief is that digital platforms can automate or replace the nuanced work of a solicitor. In reality, platforms like Evaheld are designed to improve organisational efficiency, not to supplant legal expertise. Clients can use Evaheld to collate personal information, upload existing legal documents, and complete basic statutory forms. However, the review, interpretation, and drafting of complex legal documents remain firmly within the solicitor’s domain.

Evaheld supports: Secure storage, document organisation, and guided workflows for basic forms.
Solicitors provide: Legal advice, document review, and drafting of complex, bespoke legal instruments.

Collaboration Enhances Outcomes, Rather Than Automating Legal Work

The ideal workflow is collaborative: clients use Evaheld to prepare and organise their information; solicitors then review this information, provide tailored advice, and draft necessary documents. The final, executed documents are stored securely in the client’s Evaheld vault. This approach enables solicitors to focus on high-value advisory work, while clients benefit from enduring access to their important legal documents. The partnership between Evaheld and legal practitioners is structured to complement, not compete with, traditional legal services.

Client Education: Reducing Risks and Strengthening Relationships

Educating clients about the realities of digital legal platforms is crucial. When clients understand that Evaheld is a support tool—not a legal advisor—they are less likely to rely on it inappropriately. This reduces the risk of misunderstandings, preserves the integrity of the solicitor-client relationship, and strengthens the firm’s reputation for transparency and professionalism.

By proactively addressing common misconceptions and providing ongoing client education, law firms can ensure that digital platforms like Evaheld are integrated safely and effectively into their practice, supporting both compliance and client outcomes.

Looking Ahead: The Future of Legal Collaboration with Platforms Like Evaheld

As the legal sector continues to evolve, the integration of digital platforms such as Evaheld is redefining the boundaries of collaboration between solicitors and their clients. The future of legal practice is being shaped by a commitment to risk management, compliance, and the strategic use of technology, all while maintaining the central role of professional legal judgement. This forward-looking perspective considers how legal technology integration, particularly through secure SaaS platforms, will transform workflows, client expectations, and the delivery of legal services.

Recent trends, particularly those projected for 2026, indicate a significant shift towards web-based SaaS solutions for legal holds and document management. These platforms are not only streamlining processes but also reducing operational risks and enhancing overall efficiency. Evaheld, as a secure information management and storage platform, exemplifies this movement by providing a robust digital ecosystem that supports, rather than supplants, the solicitor’s expertise. Importantly, Evaheld is not a legal practitioner, does not offer legal advice, and does not draft bespoke legal documents. Instead, it empowers clients to organise their information, securely store existing legal documents, and complete basic statutory forms through guided, non-advisory workflows.

Looking ahead, law firms can anticipate a future where digital tools become even more deeply integrated into daily practice. The ideal collaborative workflow will see clients using platforms like Evaheld to organise and upload their relevant information, which solicitors can then review, advise upon, and use as the foundation for drafting complex, tailored legal documents. Once finalised, these documents can be stored in the client’s Evaheld vault, ensuring enduring access and peace of mind. This approach allows solicitors to focus on high-value advisory work, confident that the administrative and organisational aspects are managed securely and efficiently.

The increasing adoption of SaaS in legal holds and document management is also driving a greater emphasis on compliance and risk management. Evaheld’s ecosystem is designed with these priorities at its core. The platform’s B2C app features clear, prominent disclaimers that direct users to seek professional legal advice, ensuring that clients understand the distinction between information management and legal counsel. For law firms, the partner dashboard provides oversight and monitoring capabilities, allowing them to ensure that Evaheld’s use complements, rather than conflicts with, their professional services and obligations.

Artificial intelligence is poised to further enhance productivity in the legal sector, but the future of legal technology integration will depend on maintaining strict ethical boundaries. AI can assist with document organisation, data extraction, and workflow automation, but it must never cross into the realm of providing legal advice or replacing the nuanced judgement of a qualified solicitor. The evolution of platforms like Evaheld demonstrates that it is possible to harness the benefits of AI and automation without compromising professional standards or client trust.

Client expectations are also evolving. Today’s clients demand seamless, user-friendly digital experiences and enduring access to their important legal documents. Platforms like Evaheld are meeting these expectations by offering secure, client-centric solutions that facilitate collaboration and transparency. This shift towards digital-first interactions is not only enhancing client satisfaction but also setting new standards for the future of legal practice.

However, as technology continues to advance, the legal profession must maintain a careful balance between automation and professional judgement. While digital tools can streamline administrative tasks and improve efficiency, they cannot—and should not—replace the critical thinking, ethical reasoning, and personalised advice that solicitors provide. The future of legal collaboration will be defined by this ongoing interplay, with technology serving as a risk-managed partner that enhances, rather than diminishes, the value of professional legal services.

In conclusion, the future of legal collaboration with platforms like Evaheld is bright, marked by innovation, increased efficiency, and a steadfast commitment to risk management and compliance. As law firms continue to embrace legal technology integration, they will unlock new opportunities to deliver client-focused, secure, and enduring legal solutions—always within the boundaries of professional ethics and best practice. The evolution of legal practice will be driven not by technology alone, but by the thoughtful integration of digital tools that empower solicitors and clients alike.

Future-Proof Your Family’s Story with the Evaheld Legacy Vault

Imagine a single, permanent home for your life's most precious layers: the laughter in your stories, the wisdom in your wishes, and the clarity of your care plans. The Evaheld Legacy Vault is that home—a guaranteed sanctuary for your legacy, designed to outlive the digital noise and ensure your voice is heard for generations.

This is more than storage; it's the one account your family will thank you for creating.

Take control of what matters most — set up your free Evaheld Legacy Vault to keep your stories, care wishes, and essential documents safe, organised, and instantly shareable with loved ones and advisers, for life.

Get Your Vault Running in Minutes with Charli, Your AI Legacy Preservation Assistant

Stop feeling overwhelmed. Charli is your proactive guide who simplifies every step—from setting up your vault and inviting family members to sending smart content requests and helping you articulate your stories. She doesn't just help you write; she helps you build, ensuring your entire legacy is preserved efficiently and authentically.

Your All-in-One Legacy Solution

Preserve a Rich, Living History: Build a first-person narrative with video messages, audio recordings, legacy letters, and recipes—a digital heirloom where your wisdom and memories are kept safe and searchable.
Co-Create in Family Rooms: Spark conversations and gather memories together in shared, collaborative spaces. It’s a living scrapbook that grows with every contribution from your family.
Simplify Every Step with Charli, Your AI Legacy Preservation Assistant: From onboarding and inviting family to sending content requests and articulating your stories, Charli provides proactive guidance throughout your entire legacy-building journey—ensuring nothing is forgotten while keeping the process effortless.
Honour Your Care Wishes: Complete your legally valid Digital Advance Care Directive with our intuitive tool. Grant loved ones and clinicians instant, secure access, ending frantic document searches for good.
Grant Emergency Access in Seconds: Share or print your unique QR Emergency Access Card. A single scan gives first responders immediate access to your directives, enabling faster, better-aligned care when every second counts.
Safeguard Every Essential Document: Consolidate your will, power of attorney, superannuation details, and more in one bank-grade encrypted vault. Your family will always find what they need, securely.

How to Secure Your Legacy in Minutes

Start Your Free Vault: Claim your personal, secure space in under a minute. No cost, no commitment.
Add Your People & Open Rooms: Invite family to shared Rooms to begin co-creating your story and sending content requests.
Build Your Legacy: Use your built-in AI assistant to help capture memories and refine your messages. Upload documents and record your care wishes. Your voice, preserved forever.

Why Thousands Are Choosing Evaheld

By starting your free Evaheld Legacy Vault, you gain:

A Living Time Capsule — preserve your family’s identity, values, and care choices in one lasting digital home.
With Charli, Your AI Assistant, Preserving Your Story is Effortless
Ease & Organisation — everything important, easily shared and always up to date.
Peace of Mind for All Generations — loved ones know exactly what you wish, and where to find it.
Free to Begin, Forever to Keep — create your vault now and secure lifetime access

Watch our Cofounder's Story to learn why we’re so passionate about Legacy Preservation and Advance Care Planning

The Best 3 Resources to Get Started

Start Your Vault — It’s Free and Forever Yours

Building your Evaheld Legacy Vault takes minutes — and protects your stories, care plans, and family legacy for generations. Give your loved ones the greatest gift of all: peace of mind that never expires.

TL;DR: Evaheld supports clients in organising legal documents digitally, allowing solicitors to focus on core advisory and drafting roles within a compliant, risk-managed framework.

Share this article

How Evaheld Supports Solicitors Without Replacing Legal Advice