Imagine a legacy platform not just as a digital vault for memories and important documents, but as a bridge connecting clients, staff, and members in a seamless ecosystem. Evaheld’s Legacy Vault does just that, offering a light-touch, centralised solution that adapts to different needs without losing the universal promise of clarity and peace of mind. This blog unpacks how a single platform caters to three distinct groups, showcasing its flexible benefits across diverse relationships.
The Triple Benefit Framework: Clients, Staff, and Members
A centralised legacy platform, such as Evaheld, delivers significant value across three key stakeholder groups: clients, staff, and members. Each group benefits from tailored legacy planning support that aligns with their unique objectives, while the organisation enjoys streamlined management through a single, configurable dashboard. The universal value—clarity and security in legacy planning—is reframed for each audience, maximising both organisational and individual outcomes.
Stakeholder | Primary Objective | Typical Implementation | Outcome for Organisation | Outcome for Individual |
Clients | Deepen advisory relationships | Complimentary legacy planning support as part of client services | Increased client loyalty, trust, and engagement | Peace of mind, clarity, and reduced family burden |
Staff | Support holistic wellbeing | Integrated as an HR or employee wellbeing benefit | Stronger workplace culture and staff retention | Organisation, security, and emotional support |
Members | Increase retention and perceived value | Offered as a membership perk or value-add | Higher member engagement and loyalty | Enhanced sense of belonging and future security |
Client Benefits: Deepening Advisory Relationships
For clients, legacy planning support is typically positioned as a complimentary service within existing advisory or professional offerings. This approach helps organisations—such as financial advisers, legal practices, or accounting firms—demonstrate genuine care for their clients’ long-term wellbeing. The result is a deepening of trust and loyalty, as clients recognise the added value of proactive legacy planning. The individual client gains peace of mind and clarity, knowing their affairs are organised and their family’s burden is reduced.
Staff Wellbeing Benefits: Holistic Support as an HR Offering
When offered as part of an employee benefits package, legacy planning becomes a practical tool for supporting staff wellbeing. HR teams can integrate Evaheld’s platform as a light-touch, self-service benefit, empowering employees to manage their legacies with ease. This not only enhances the organisation’s culture and staff retention, but also demonstrates a commitment to holistic wellbeing. Employees experience a sense of organisation and security, with the knowledge that their personal affairs are in order.
Member Retention Strategies: Increasing Value and Engagement
Membership organisations—such as superannuation funds, unions, or professional associations—can leverage legacy planning support as a compelling membership perk. By including Evaheld as a value-add, these organisations boost member retention and perceived value. Members benefit from increased engagement and a stronger sense of belonging, while enjoying the practical advantages of legacy clarity and security for themselves and their families.
Universal Value, Tailored Positioning
While the core value of legacy planning—clarity and security—remains consistent, its positioning is tailored to each audience. For clients, it’s about deepening relationships; for staff, it’s about wellbeing; for members, it’s about retention and value. This flexibility allows partnership managers and departmental heads to target the stakeholder group that aligns best with their strategic goals.
Evaheld: One Ecosystem, Effortless Management
Evaheld’s centralised legacy platform stands out by supporting all three stakeholder models with minimal configuration. The same B2C app delivers a seamless experience for end-users, while organisations manage all offerings through a single partner dashboard. This unified approach simplifies administration, reduces overhead, and ensures that legacy planning support can be deployed wherever it delivers the most impact—whether for clients, staff, or members.
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Clients: Strengthening Advisory Bonds with Legacy Planning
Legacy planning support is rapidly becoming a cornerstone of modern advisory relationships. By integrating a centralised legacy platform such as Evaheld, organisations can deliver a seamless, secure, and value-rich experience for clients, staff, and members alike. The following comparison highlights how the same digital legacy vault, AI legacy assistant, and secure legacy storage can be tailored to meet the unique needs of each stakeholder group, with a focus here on client benefits.
Stakeholder | Client Benefit | Staff Benefit | Member Benefit |
Primary Objective | Deepen advisory relationships and build trust through proactive legacy planning support. | Support holistic wellbeing and reduce stress by offering secure legacy storage as an HR benefit. | Increase retention and perceived value by providing digital legacy vaults as a membership perk. |
Typical Implementation | Offered as a complimentary service within the advisory process, often during annual reviews or onboarding. | Integrated into employee wellbeing programs, with access to AI legacy assistant and secure storage. | Bundled with membership tiers, giving members access to digital legacy tools and support resources. |
Outcome for the Organisation | Stronger client loyalty, increased engagement, and elevated advisory relationship quality. | Enhanced workplace culture, improved staff retention, and positive employer branding. | Higher member engagement, increased renewal rates, and differentiation in a competitive market. |
Outcome for the Individual | Peace of mind, organised family memories, and reduced burden on loved ones through secure legacy planning. | Personal assurance, clarity in future planning, and reduced stress for employees and their families. | Confidence, convenience, and a sense of being valued by their association or club. |
Client Benefits: Building Trust Through Digital Legacy Solutions
For clients, the primary benefit of a centralised legacy platform is the deepening of trust and commitment with their adviser. By offering legacy planning support—often as a complimentary service—advisers demonstrate genuine care for their clients’ long-term wellbeing. This proactive approach not only enhances the perceived value of the advisory relationship but also positions the adviser as a trusted partner in all aspects of life planning.
- Emotional Assurance: Clients gain peace of mind knowing their wishes, family memories, and advance care directives are securely organised and easily accessible.
- Practical Organisation: The digital legacy vault allows clients to store important documents, messages, and instructions in one place, reducing confusion and burden for their families.
- Security and Accessibility: Evaheld’s platform employs bank-grade and military-grade encryption, ensuring that sensitive information is protected yet accessible when needed.
- AI Legacy Assistant: Clients can use AI assistant Charli to guide them through the legacy preservation process, making it approachable and engaging even for those unfamiliar with digital tools.
Universal Value, Tailored Positioning
While the core value of legacy planning—clarity, security, and peace of mind—is universal, Evaheld’s flexible platform ensures that its positioning is tailored for each audience. For clients, the focus is on deepening advisory bonds and providing emotional assurance. For staff and members, the emphasis shifts to wellbeing, retention, and engagement. The same B2C app delivers a consistent, user-friendly experience, while organisations manage all offerings from a single partner dashboard with minimal configuration.
“Legacy planning fosters deeper client-adviser relationships. Digital vaults enhance security and accessibility for clients.”
By leveraging Evaheld’s light-touch ecosystem, organisations can effortlessly provide legacy planning support that resonates with every stakeholder—strengthening relationships, increasing loyalty, and delivering peace of mind through secure digital solutions.
Staff: Boosting Wellbeing Through Legacy Benefits
Legacy planning is rapidly becoming a cornerstone of modern staff wellbeing benefits. By integrating legacy services into employee wellbeing programs, organisations can offer practical support that addresses both the professional and personal needs of their workforce. A centralised legacy platform, such as Evaheld, streamlines this process, ensuring that staff, clients, and members all receive tailored value through a single, easy-to-manage system.
Client Benefit | Staff Benefit | Member Benefit |
Primary Objective: Deepen advisory relationships and trust. Typical Implementation: Offered as a complimentary service through financial advisors or legal professionals. Outcome for Organisation: Enhanced client loyalty and differentiation in a competitive market. Outcome for Individual: Peace of mind, clarity in estate and care planning, and reduced family burden. | Primary Objective: Support holistic wellbeing and reduce stress related to future planning. Typical Implementation: Included as part of employee wellbeing programs or HR benefits. Outcome for Organisation: Improved employee retention, enhanced workplace culture, and demonstration of genuine organisational care. Outcome for Individual: Psychological relief, confidence in care wishes, and assurance that family legacy is preserved. | Primary Objective: Increase member retention and perceived value of membership. Typical Implementation: Provided as a membership perk through associations or clubs. Outcome for Organisation: Stronger member engagement and loyalty. Outcome for Individual: Organised legacy documentation and peace of mind. |
How Legacy Benefits Support Staff Holistic Wellbeing
Legacy planning as a staff benefit directly addresses holistic wellbeing by helping employees organise their personal affairs, including advance care planning and family legacy documentation. This reduces anxiety about future care arrangements and ensures that staff can focus on their work, knowing their wishes are clear and their families are protected. The psychological relief from having a structured legacy plan in place is a powerful support for mental wellbeing, which is increasingly recognised as a critical factor in employee engagement and productivity.
Enhancing Workplace Culture and Employee Retention
Offering legacy services as part of staff wellbeing benefits signals a genuine commitment to employee welfare. It demonstrates that the organisation values its people beyond their professional contributions, fostering a culture of care and trust. Research shows that such meaningful benefits contribute to higher employee retention rates. When staff feel supported in all aspects of their lives—including future planning—they are more likely to remain loyal and engaged with the organisation. This positions legacy planning as a subtle but effective tool in workforce retention strategies.
Seamless Integration with HR Systems
A centralised legacy platform like Evaheld is designed for effortless integration with existing HR systems. This light-touch approach means HR departments can offer comprehensive care planning and legacy services with minimal setup or ongoing management. The same B2C app serves staff, clients, and members, while the organisation manages all offerings through a single partner dashboard. This ensures consistency, reduces administrative burden, and allows for easy scaling as organisational needs evolve.
- Legacy planning tools support holistic wellbeing and reduce future-related stress.
- Employee retention is strengthened through meaningful, practical benefits.
- Workplace culture is enhanced by demonstrating organisational care for staff and their families.
- Integration with HR systems makes implementation seamless and efficient.
By positioning legacy benefits as part of a holistic employee wellbeing strategy, organisations can deliver tangible value to staff while supporting broader business objectives.
Members: Driving Loyalty Through Perceived Value
Legacy planning is rapidly emerging as a cornerstone of effective member retention strategies. By offering a centralised legacy platform as an exclusive membership perk, organisations can deliver tangible and emotional value that differentiates their offering in a competitive landscape. The Evaheld ecosystem exemplifies this approach, providing a seamless, light-touch solution that supports clients, staff, and members through a single, configurable platform. Below, a comparative overview illustrates how legacy planning support drives loyalty and perceived value across these core stakeholder groups.
Client Benefit | Staff Benefit | Member Benefit |
Primary Objective: Deepen advisory relationships through holistic legacy planning support. | Primary Objective: Support holistic wellbeing and reduce stress for employees. | Primary Objective: Increase retention and perceived value by offering exclusive legacy planning tools. |
Typical Implementation: Provided as a complimentary value-add service within client advisory packages. | Typical Implementation: Delivered as an HR benefit to enhance employee support programs. | Typical Implementation: Offered as a premium membership perk, accessible via the member portal. |
Outcome for Organisation: Enhanced client loyalty and increased share of wallet. | Outcome for Organisation: Improved workplace culture and staff engagement. | Outcome for Organisation: Higher member engagement, improved retention, and stronger community bonds. |
Outcome for Individual: Peace of mind, clarity, and reduced family burden during times of transition. | Outcome for Individual: Organisational support, reduced stress, and improved personal wellbeing. | Outcome for Individual: Security, peace of mind, and the ability to preserve family stories and essential documents digitally. |
Legacy Planning as a Membership Differentiator
For members, the inclusion of a digital legacy vault and family stories preservation tools within their membership package delivers immediate and ongoing value. This digital solution allows members to securely store wills, important documents, and cherished memories, ensuring their legacy is protected and accessible. Research shows that digital tools facilitating family heritage preservation are highly valued by members, fostering a sense of belonging and emotional connection to the organisation.
Emotional and Practical Benefits Drive Retention
Legacy planning support offers both practical and emotional benefits that directly impact member retention strategies:
- Peace of Mind: Members gain confidence knowing their affairs are organised and accessible, reducing uncertainty for their families.
- Community Bonds: Shared engagement in legacy planning promotes a culture of collective memory and mutual support.
- Enhanced Value Perception: Members view their organisation as forward-thinking and genuinely invested in their wellbeing.
Seamless Integration with Evaheld
The Evaheld platform stands out by offering a singular B2C app for end-users and a unified partner dashboard for organisations. This approach means membership managers can deploy legacy planning support with minimal configuration, ensuring a consistent and high-quality experience for all members. Whether the goal is to improve engagement, reduce turnover, or foster a culture of shared heritage, Evaheld’s digital legacy vault and family stories preservation features provide a compelling, modern solution.
“Membership retention improves significantly when legacy planning perks are included, with increased engagement observed through digital legacy offerings.”
By positioning legacy planning as a core membership benefit, organisations not only enhance perceived value but also build lasting emotional connections—key drivers of loyalty and retention in today’s membership landscape.
Evaheld’s Unified Ecosystem: One Platform, Many Benefits
Evaheld’s centralised legacy platform is purpose-built to support the diverse needs of clients, staff, and members—delivering secure legacy storage, streamlined management, and peace of mind through a single, unified ecosystem. By leveraging the Evaheld Legacy Vault, organisations can offer tailored legacy planning solutions that meet the unique objectives of each stakeholder group, all managed effortlessly through a central dashboard. Below is a comparative overview demonstrating how Evaheld’s platform delivers value across three core audiences.
Client Benefit | Staff Benefit | Member Benefit |
Primary Objective: Deepen advisory relationships and enhance client trust by offering secure, digital legacy vault solutions as part of a comprehensive service suite. | Primary Objective: Support holistic staff wellbeing and demonstrate employer care by providing a secure legacy storage benefit that addresses personal and family planning needs. | Primary Objective: Increase member retention and perceived value by integrating the Evaheld Legacy Vault as a premium membership perk, strengthening engagement and loyalty. |
Typical Implementation: Offered as a complimentary or value-added service within financial, legal, or advisory practices, seamlessly integrated into client onboarding or annual reviews. | Typical Implementation: Delivered as an HR benefit or part of an employee assistance program, with minimal setup and a user-friendly B2C app for staff to manage their digital legacy. | Typical Implementation: Provided as an exclusive benefit to association, club, or loyalty program members, accessible via the same secure B2C app and managed centrally by the organisation. |
Outcome for the Organisation: Strengthens client loyalty, differentiates the service offering, and positions the organisation as a forward-thinking, trusted advisor. | Outcome for the Organisation: Enhances workplace culture, increases staff engagement, and supports talent retention by addressing a critical aspect of employee wellbeing. | Outcome for the Organisation: Drives member engagement, boosts retention rates, and elevates the perceived value of membership through a unique, high-impact benefit. |
Outcome for the Individual: Provides peace of mind, organisation of important documents, and reduces the family burden during critical times. | Outcome for the Individual: Empowers staff with control over their digital legacy, offering clarity and security for themselves and their loved ones. | Outcome for the Individual: Delivers a sense of security and preparedness, with easy access to vital information and legacy planning tools. |
One Platform, Effortless Management
Evaheld’s light-touch design ensures that organisations can manage all offerings—whether for clients, staff, or members—through a single, centralised dashboard. The same B2C app serves end users across all stakeholder groups, eliminating the need for multiple solutions and reducing administrative overhead. Minimal configuration is required, enabling rapid deployment and broad adoption with little training.
Security and Privacy by Design
Security and privacy are at the core of Evaheld’s architecture. The platform implements military-grade encryption and a zero-knowledge framework, ensuring that only the end user can access their data. Features such as secure media storage, an AI legacy assistant, and emergency QR access cards (linked to medical decisions) are seamlessly integrated, providing comprehensive support for every aspect of digital legacy management.
- Centralised dashboard for all stakeholder offerings
- User-friendly interface for broad adoption
- Zero-knowledge architecture and military-grade encryption
- Integrated AI legacy assistant and secure media storage
- Emergency QR Access Cards for critical information sharing
Evaheld’s unified ecosystem demonstrates that the core value—clarity, security, and peace of mind—is universal, while the positioning and delivery are tailored for each audience. This versatility makes Evaheld the ideal digital legacy vault for organisations seeking to support clients, staff, and members through a single, secure, and scalable platform.
Practical Steps to Integrate Legacy Planning for Multiple Stakeholders
Implementing legacy planning support across clients, staff, and members requires a nuanced approach. A centralised solution like the Evaheld Legacy Vault enables organisations to tailor offerings for each group, while maintaining operational simplicity. Below, we explore practical steps for integration and compare the benefits for each stakeholder type, highlighting how Evaheld’s light-touch ecosystem streamlines the process.
Client Benefit | Staff Benefit | Member Benefit |
Primary Objective: Deepen advisory relationships and deliver added value. Typical Implementation: Offered as a complimentary or value-added service by advisers, accountants, or legal professionals. Outcome for the Organisation: Increased client loyalty, improved retention, and enhanced reputation as a trusted adviser. Outcome for the Individual: Peace of mind, clarity in estate planning, and reduced burden on family members. | Primary Objective: Support holistic staff wellbeing and foster a positive workplace culture. Typical Implementation: Provided as an HR benefit within employee assistance programs or wellness initiatives. Outcome for the Organisation: Boosted staff engagement, improved retention, and a reputation for caring about employee wellbeing. Outcome for the Individual: Organised personal affairs, reduced stress, and support for families in times of need. | Primary Objective: Increase member retention and perceived value of membership. Typical Implementation: Delivered as a membership perk by associations, clubs, or superannuation funds. Outcome for the Organisation: Higher member engagement, improved retention, and competitive differentiation. Outcome for the Individual: Easy access to legacy planning tools, enhanced sense of belonging, and family security. |
Step 1: Assess Organisational Needs by Stakeholder Group
Begin by evaluating the unique objectives and pain points of your clients, staff, and members. This assessment informs which legacy planning support features will deliver the most value to each group. Tailored implementation increases effectiveness and ensures the offering resonates with its intended audience.
Step 2: Configure Evaheld’s Platform for Each Audience
Evaheld’s centralised platform allows organisations to select configurations that align with each stakeholder group’s goals. Whether it’s client benefits legacy, staff wellbeing benefits, or member retention strategies, the same B2C app serves all end-users, while the partner dashboard enables quick, minimal-configuration setup for each group.
Step 3: Train Partnership Managers for Targeted Communication
Effective legacy planning support relies on partnership managers who can clearly articulate the distinct benefits for each audience. Training should focus on communicating how Evaheld’s Legacy Vault addresses specific needs—deepening client trust, supporting staff wellbeing, or enhancing member value.
Step 4: Leverage Collaborative Storytelling Features
Evaheld’s collaborative tools encourage users to involve family members or trusted contacts in their legacy planning journey. This not only increases engagement but also strengthens relationships and creates a sense of shared purpose, whether among clients, staff, or members.
Step 5: Use Analytics to Track Engagement and Outcomes
The partner dashboard provides real-time analytics on user engagement and benefit uptake. These insights help refine legacy plan setup, demonstrate value to stakeholders, and improve ROI for each group. Data-driven adjustments ensure ongoing relevance and satisfaction.
Step 6: Promote Legacy Planning as a Trust-Building Offering
Position legacy planning support as a meaningful, trust-building service across your organisation. Highlight its universal value—clarity, security, and peace of mind—while tailoring messaging to each audience. This approach fosters loyalty, strengthens culture, and drives engagement.
Unexpected Perks: The Emotional and Cultural Value of Legacy Planning
While legacy planning is often associated with wills, asset distribution, and legal documents, its true value extends far beyond administrative convenience. A centralised legacy platform like Evaheld delivers a suite of emotional benefits and cultural advantages that are increasingly recognised as crucial by organisations and individuals alike. These unexpected perks not only enhance the uptake of legacy planning support but also foster deeper connections—within families and across organisational communities.
One of the most significant emotional benefits of legacy planning is the peace of mind it provides. Knowing that wishes are clearly documented and essential information is easily accessible reduces anxiety for individuals and their loved ones. Research indicates that legacy planning reduces family conflicts by up to 30%, as it removes ambiguity and ensures everyone understands the intentions of the person leaving their legacy. This clarity is invaluable during emotionally charged times, helping to preserve family harmony and minimise disputes.
Beyond conflict reduction, legacy planning also acts as a powerful tool for family stories preservation. Through digital family archives, users can record memories, values, and important milestones, creating a living time capsule that can be cherished by future generations. This not only safeguards cultural heritage but also strengthens family identity and continuity. Evaheld’s platform, for example, enables users to upload photos, videos, and written stories, ensuring that personal histories are never lost and can be easily shared within the family network.
For organisations, the cultural value of legacy planning is equally profound. By offering legacy planning support as a client service, staff benefit, or member perk, organisations demonstrate a commitment to holistic wellbeing and long-term care. This approach enhances organisational culture by connecting individuals with shared values around family, responsibility, and heritage. In fact, data shows that the preservation of family archives can increase member engagement by 25%, as members feel more connected to both their personal histories and the organisation facilitating this support.
Evaheld’s centralised ecosystem is uniquely positioned to deliver these benefits across different stakeholder groups. For clients, the primary objective is to deepen advisory relationships through a value-added service that goes beyond financial advice. For staff, legacy planning is implemented as an HR benefit, supporting holistic wellbeing and reducing the burden on families during difficult times. For members, it becomes a compelling membership perk, driving retention and increasing perceived value. Despite these tailored approaches, the core value—providing clarity, security, and emotional relief—is universal.
What sets Evaheld apart is its ability to serve all three models seamlessly. The same intuitive B2C app empowers end-users to organise their legacies, while organisations manage offerings through a single partner dashboard. Minimal configuration is required, making it easy to support clients, staff, or members without the need for multiple systems or complex onboarding processes. This light-touch approach ensures that the emotional and cultural benefits of legacy planning are accessible to all, regardless of the organisational context.
AI-powered assistance further enhances the experience by guiding users through structured storytelling, prompting them to capture not just legal wishes but also the essence of their lives—values, health preferences, and treasured memories. This ongoing, dynamic approach to legacy planning transforms it from a static task into a meaningful, evolving process that enriches both individuals and the broader community.
In conclusion, the emotional and cultural value of legacy planning is a powerful driver of engagement, loyalty, and wellbeing. By embracing a centralised legacy platform like Evaheld, organisations can offer more than just administrative support—they can help clients, staff, and members preserve their stories, reduce family burdens, and build a culture rooted in shared values and enduring connections.
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
- Create Your Legacy Statement in 10 Minutes Flat
- Legacy Letters for Grandchildren
- Learn how to preserve your family legacy today—simple steps, meaningful impact, lasting connection.
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's platform supports clients, staff, and members by offering tailored legacy planning benefits from deeper advisory ties to employee wellbeing and member loyalty—all managed via one user-friendly dashboard.
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