Why Organisations Are Introducing Legacy Planning

Imagine a CEO attending a board meeting where a colleague shares a heartfelt story about their late parent’s arranged digital legacy – a simple act that spared the family endless confusion and built trust with their financial advisor. This anecdote underscores a growing truth for forward-thinking organisations: structured legacy support is more than just administration; it’s a strategic pillar fostering loyalty and operational clarity. Here’s why embracing legacy planning can propel your organisation ahead.

Building Enduring Trust & Loyalty through Legacy Support

Legacy planning is a profoundly personal process, touching on the values, wishes, and future security of individuals and their families. When organisations offer structured legacy support—such as through a legacy blueprint platform or digital legacy vaults—they move beyond transactional service delivery and into the realm of genuine partnership. This approach not only meets a critical need but also forges emotional bonds that underpin enduring trust and loyalty.

Legacy Planning: Fostering Emotional Bonds and Resilient Relationships

Supporting stakeholders in documenting their wishes and directives is more than an administrative task; it is an act of empathy. Organisations that facilitate legacy planning demonstrate a deep understanding of their clients’ or members’ lives, values, and concerns. This builds a foundation of trust that is both resilient and long-lasting. Research consistently shows that legacy planning services enhance client loyalty, particularly in sectors such as financial advice and aged care, where personal relationships are paramount.

For example, a financial advice firm that integrates a family sharing app or digital legacy vault into its client offering is not just managing wealth—it is safeguarding a client’s legacy. This proactive approach strengthens client retention strategies, as clients are more likely to remain with a provider who supports their broader life goals and family wellbeing.

Risk Mitigation: Reducing Disputes and Confusion

Encouraging the documentation of wishes and directives through structured legacy support also mitigates risk for both the organisation and the individual’s family. Clear, accessible records reduce the likelihood of future disputes, confusion, or non-compliance with client wishes. This is particularly relevant for member associations and aged care providers, where the absence of clear directives can lead to distressing situations for families and reputational risk for the organisation. By using a digital legacy vault or legacy blueprint platform, organisations ensure that critical information is securely stored and easily retrievable, minimising the potential for costly or time-consuming conflicts.

Operational Efficiency: Reducing Administrative Burden

When individuals are empowered to organise their legacy affairs, frontline staff—whether in HR, client services, or care teams—experience fewer time-consuming crises and administrative requests. This operational efficiency is a tangible benefit, freeing up resources to focus on higher-value activities. The Evaheld ecosystem, for instance, automates much of the guidance and documentation process through its intuitive consumer app, while the partner dashboard provides organisations with clear visibility into adoption and engagement. This means the organisation’s role shifts from administrative gatekeeper to supportive facilitator, further enhancing the client experience.

Competitive Differentiation: A Forward-Thinking, High-Value Service

Offering structured legacy support positions an organisation as a forward-thinking leader in its sector. In highly competitive industries such as financial advice, aged care, and member associations, the ability to provide a seamless, user-friendly legacy planning experience sets an organisation apart. Clients and members increasingly expect holistic support that addresses both their immediate needs and their long-term aspirations. By integrating a legacy blueprint platform or digital legacy vault into their service offering, organisations can deliver a high-value, differentiated experience that drives both acquisition and retention.

Evaheld: The Effortless Path to Enduring Trust and Loyalty

The Evaheld ecosystem exemplifies how technology can make legacy support effortless for both organisations and their communities. The consumer app guides users step by step, while the partner dashboard offers real-time insights into engagement and adoption. This data-driven approach enables organisations to measure the impact of their legacy support initiatives, refine their client retention strategies, and demonstrate genuine care for their stakeholders’ wellbeing. Personal anecdotes from clients frequently highlight the appreciation and peace of mind gained through empathetic, structured legacy facilitation—reinforcing trust, loyalty, and positive brand advocacy.

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.

Mitigating Risks through Clear Documentation and Access Control

For organisations seeking to deliver structured legacy support, risk mitigation is a strategic imperative. By encouraging clear documentation—particularly through advance care directives—and implementing robust vault access control, organisations can significantly reduce the likelihood of legal disputes, operational confusion, and non-compliance. These measures not only protect the organisation but also provide invaluable support to families and stakeholders during times of crisis.

Reducing Legal Disputes and Family Confusion with Advance Care Directives

Unclear or undocumented wishes are a leading cause of conflict and distress among families and organisations when critical decisions must be made. By facilitating the creation and secure storage of advance care directives, organisations empower individuals to clearly articulate their preferences regarding medical care, financial matters, and estate planning. This clarity is essential in preventing disputes, reducing the risk of litigation, and ensuring that both organisational policies and individual wishes are respected.

Advance care directives stored in a secure digital vault are easily accessible when needed, reducing delays and confusion.
Clear documentation supports compliance with legal and regulatory frameworks, minimising organisational exposure to risk.
Families benefit from reduced emotional burden, as decisions are guided by documented wishes rather than assumptions or disagreements.

Structured Documentation for Regulatory Compliance

Organisations operating in highly regulated sectors—such as financial services, aged care, and member associations—face strict requirements around the management of sensitive personal information. Structured legacy documentation, securely stored and managed, ensures that organisations meet these obligations efficiently. The ability to demonstrate compliance through audit-ready records and transparent processes is a significant advantage in risk management.

Structured documentation enables seamless alignment with evolving policy frameworks.
Audit trails and access logs provide evidence of compliance and responsible data stewardship.

Vault Access Control: Protecting Sensitive Data

The security of legacy information is paramount. Secure vault access control systems are critical in safeguarding sensitive data against unauthorised access, breaches, and misuse. The Evaheld ecosystem incorporates essential security features such as multi-factor authentication, role-based access, and military-grade encryption standards. These features ensure that only authorised individuals—such as nominated family members, legal representatives, or care teams—can access specific documents when required.

Multi-factor authentication adds a vital layer of protection, verifying user identities before granting access.
Role-based access control allows organisations to tailor permissions, ensuring users only see information relevant to their responsibilities.
Military-grade encryption protects data at rest and in transit, meeting and exceeding industry security benchmarks.

Operational Efficiency and Crisis Response

When legacy documentation is structured and securely stored, frontline staff—such as HR, client services, or care teams—are less likely to be drawn into time-consuming crises or administrative requests. The Evaheld platform further streamlines emergency response through Emergency QR Access Cards, which provide first responders with instant, secure access to vital care wishes. This not only accelerates decision-making during emergencies but also ensures that care aligns with the individual’s documented preferences.

Emergency QR Access Cards eliminate delays in critical situations, supporting better outcomes for individuals and families.
Frontline staff are freed from manual document searches, reducing administrative burden and operational risk.

Evaheld’s Effortless Risk Mitigation Ecosystem

Evaheld’s partner dashboard offers organisations clear visibility into adoption and engagement metrics, while the consumer app guides users through documentation and access control. This division of labour means the organisation’s role is supportive, not administrative, maximising efficiency and minimising risk. By leveraging secure storage, advanced access controls, and intuitive user guidance, Evaheld positions partners as forward-thinking leaders in legacy support.

Operational Efficiency: Reducing Crises and Administrative Overheads

For organisations seeking sustainable growth and resilience, operational efficiency is a strategic imperative. Structured legacy support, powered by digital legacy vaults and AI-driven assistants, is emerging as a critical lever for reducing crises and administrative overheads. By enabling individuals to organise and securely store their legacy documentation, organisations can significantly streamline internal processes, limit disruptive incidents, and optimise resource allocation.

Organised Legacy Documentation Minimises Frontline Disruption

One of the most tangible benefits of structured legacy support is the reduction in time-consuming queries and crisis-driven requests directed at frontline teams such as HR, client services, and care providers. When stakeholders have their wishes, directives, and critical documents clearly documented and centrally stored, the need for urgent clarifications or last-minute interventions is dramatically reduced. This not only prevents operational bottlenecks but also ensures that staff can focus on their core responsibilities rather than being diverted by administrative emergencies.

Centralised Secure Storage Accelerates Access and Reduces Complexity

Digital legacy vaults, such as those offered within the Evaheld ecosystem, provide a single, secure repository for essential documents—wills, trusts, care directives, and more. Centralisation eliminates the inefficiencies associated with fragmented record-keeping, where searching for or verifying documents can cause significant delays. Recent data shows that organisations leveraging centralised document storage experience up to a 50% improvement in access times, directly translating to faster decision-making and reduced administrative complexity.

AI Legacy Assistant ‘Charli’ Simplifies User Experience and Reduces Admin Load

Evaheld’s AI legacy assistant, Charli, plays a pivotal role in enhancing operational efficiency. Charli guides users step-by-step through the legacy planning process, answering questions, prompting for missing information, and ensuring documentation is complete and up to date. This AI-driven approach reduces the need for manual intervention by organisational staff, empowering users to take ownership of their legacy planning. Organisations report an average 30% reduction in administrative inquiries since deploying AI-driven legacy support tools, as Charli handles routine guidance and troubleshooting autonomously.

Clearer Boundaries and Fewer Crisis-Driven Interventions

With structured legacy support, operational staff benefit from clearer boundaries regarding their roles in legacy-related matters. Instead of being drawn into emotionally charged, last-minute crises, staff can rely on the digital legacy vault to provide accurate, up-to-date information. This not only improves morale but also fosters a more professional, less reactive workplace culture. By proactively addressing legacy planning, organisations avoid the chaos and resource drain of emergency administration, ensuring smoother operations and better outcomes for all stakeholders.

Efficiency Gains Drive Cost Savings and Resource Optimisation

The efficiency gains from structured legacy support are not merely theoretical—they translate directly into measurable cost savings and better resource allocation. With fewer administrative distractions and crisis incidents, organisations can redeploy staff time to higher-value activities, improve service delivery, and reduce overtime or temporary staffing costs. The Evaheld partner dashboard further enhances this by providing clear visibility into adoption and engagement, enabling leaders to track impact and continuously refine their support strategies.

Organised documentation limits time-consuming queries to frontline teams.
Digital legacy vaults centralise critical documents, reducing search and verification delays.
AI legacy assistant Charli guides setup and content requests, simplifying user experience.
Operational staff benefit from clearer boundaries and fewer crisis-driven interventions.
Efficiency gains translate to cost savings and better resource allocation.
Proactive legacy planning avoids the chaos of last-minute emergency administration.

By integrating secure storage, AI-driven guidance, and centralised documentation, the Evaheld ecosystem offers the most effortless path to operational efficiency in legacy support—empowering organisations to reduce administrative burdens and focus on strategic priorities.

Competitive Differentiation: A Forward-Thinking Legacy Offering

In today’s rapidly evolving service landscape, organisations in sectors such as aged care, financial advice, and member associations are increasingly seeking ways to stand out. The provision of structured legacy support—delivered through advanced platforms like the Evaheld ecosystem—has emerged as a powerful lever for competitive differentiation. By integrating legacy planning and care planning features, organisations can position themselves as forward-thinking leaders, offering high-value services that resonate deeply with clients and members.

Legacy Support as a Marker of Innovation

Legacy support services are no longer a peripheral benefit; they are becoming a key decision factor for clients and members evaluating service providers. Organisations that facilitate legacy planning demonstrate a genuine commitment to holistic client care, moving beyond transactional relationships to foster enduring trust and loyalty. This approach is particularly impactful in sensitive sectors, where personal and family considerations are paramount. By embracing a legacy blueprint platform, organisations signal their readiness to address the full spectrum of client needs, positioning themselves as innovators in their field.

Partnering with Evaheld: Signalling Comprehensive Care

Forming strategic partnerships with technology leaders like Evaheld sends a clear message to the market: the organisation is committed to comprehensive, future-focused client care. The Evaheld ecosystem is designed to make legacy support effortless for both organisations and their communities. Its intuitive consumer app guides users step-by-step through the legacy planning process, while the partner dashboard provides real-time visibility into adoption, engagement, and satisfaction metrics. This transparency enables organisations to track the impact of their legacy support initiatives and refine their approach based on actionable insights.

Boosting Market Perception and Attracting Discerning Clients

In competitive markets, high-value legacy services are a unique selling proposition. Organisations that offer structured legacy support are viewed as progressive, empathetic, and invested in the long-term wellbeing of their stakeholders. This enhanced market perception attracts discerning clients and members who are seeking more than just basic service delivery. Recent data from Evaheld partners shows a 20% improvement in client satisfaction following the implementation of legacy support features—demonstrating the tangible benefits of differentiation in action.

Transparency and Engagement Through the Evaheld Partner Dashboard

The Evaheld partner dashboard is a critical tool for organisations aiming to maximise the value of their legacy support offering. It delivers clear, actionable data on adoption rates, user engagement, and satisfaction levels, empowering leaders to make informed decisions and demonstrate ROI to stakeholders. This level of transparency is particularly valuable for member associations and care providers, where accountability and measurable outcomes are essential for ongoing success.

Humanising Legacy Support with Technology

Technology-enabled legacy support does more than streamline processes—it humanises the experience. By making legacy planning accessible and straightforward, organisations can foster meaningful connections with clients and their families. The Evaheld platform’s care planning features, including integration with doulas and Australian care professionals, ensure that legacy support is not only comprehensive but also deeply personal. This human touch strengthens brand loyalty and positions the organisation as a trusted partner throughout the care continuum.

Future-Proofing Services with Integrated Care Planning

As client expectations continue to evolve, future-proofing organisational offerings is essential. The Evaheld ecosystem’s ongoing integration with care professionals and support networks ensures that legacy support remains relevant and effective. Organisations that adopt this forward-thinking approach are better equipped to meet the needs of today’s clients while anticipating the demands of tomorrow—cementing their reputation as leaders in competitive, high-value service sectors.

The Evaheld Ecosystem: Effortless Legacy Management for Organisations

Enhanced Trust & Loyalty Through Secure Platforms

Organisations that facilitate legacy planning for their stakeholders demonstrate a deep commitment to their community’s wellbeing. By integrating the Evaheld ecosystem, businesses move beyond transactional relationships and foster enduring trust and loyalty. When individuals are supported in documenting their wishes and directives—using secure platforms and digital legacy vaults—they feel genuinely valued. This personal investment translates into higher retention rates, positive word-of-mouth, and a reputation for care that extends well beyond standard service offerings.

Evaheld’s robust privacy features, including military-grade encryption, multi-factor authentication, and time-based release protocols, assure users that their most sensitive information is protected. These technical safeguards are critical for building trust, particularly in sectors such as financial advice, aged care, and member associations, where privacy and security are paramount.

Risk Mitigation: Reducing Disputes and Uncertainty

Encouraging structured legacy documentation with Evaheld significantly reduces the risk of future disputes, confusion, or non-compliance. When wishes and directives are clearly recorded and securely stored in digital legacy vaults, both the organisation and the individual’s family benefit from clarity and certainty. This proactive approach minimises the likelihood of legal challenges, administrative errors, or emotional distress at critical moments.

Evaheld’s AI legacy assistant, Charli, is available 24/7 to guide users through complex documentation, ensuring nothing is overlooked. This not only supports compliance with best practice standards but also provides peace of mind to all parties involved.

Operational Efficiency: Streamlining Workloads with Smart Automation

Legacy management is often a source of administrative burden for organisations, particularly frontline staff in HR, client services, or care teams. The Evaheld ecosystem addresses this challenge with smart automation features that streamline the entire process. The consumer app gently guides individuals step-by-step, reducing the need for direct staff involvement and minimising time-consuming crises or last-minute requests.

For organisations, this translates into fewer manual interventions, less paperwork, and a significant reduction in administrative overhead. The result is a more efficient operation, allowing staff to focus on higher-value activities and core service delivery.

Competitive Differentiation: A Forward-Thinking, High-Value Offering

In today’s competitive landscape, offering structured legacy support through the Evaheld ecosystem sets organisations apart. This forward-thinking service positions the organisation as an innovator, responding to the evolving needs of clients, members, or residents. Whether in financial services, aged care, or member-based associations, Evaheld’s secure platforms and collaborative features—such as family sharing and multi-user access—build legacy bonds that are both personal and enduring.

Lifetime access to the Evaheld legacy vault, combined with continuous updates and the AI assistant Charli, ensures the platform remains relevant and user-friendly. Organisations can confidently promote a high-value, differentiated service that addresses a critical, often overlooked aspect of stakeholder wellbeing.

Effortless Oversight: Partner Dashboard and Supportive Facilitation

The partner dashboard provides real-time visibility into user engagement and adoption, allowing organisations to track the impact of their legacy support initiatives. This transparency enables data-driven decision making and demonstrates tangible value to leadership teams and boards.

With Evaheld, the organisation’s role shifts from administrative executor to supportive facilitator. The platform does the heavy lifting—guiding users, securing data, and automating processes—while the organisation provides encouragement and oversight. This balance of high-level security and ease of use is critical for broad adoption and long-term success.

Wild Card: Imagining the Future of Legacy Planning

As technology rapidly evolves, so too does the landscape of legacy planning. Forward-thinking organisations are now considering how emerging innovations—such as AI legacy assistants, digital legacy vaults, and collaborative features—can transform not only individual experiences but also deliver strategic organisational gains. By looking ahead, leaders can position their organisations at the forefront of future legacy planning, unlocking new levels of trust, efficiency, and competitive advantage.

AI Legacy Assistants: Anticipating Needs and Deepening Relationships

Imagine a future where AI legacy assistants proactively guide users through the legacy planning process, anticipating their needs and prompting timely updates. These intelligent systems could remind families of care preferences, suggest relevant documents, and even facilitate sensitive conversations. For organisations, this means an opportunity to build deeper, more resilient relationships with stakeholders. By supporting individuals in such a profoundly personal task, organisations move beyond transactional interactions, fostering enhanced trust and loyalty that translates into long-term engagement and advocacy.

Digital Legacy Vaults: Preserving Stories with Virtual Reality

Next-generation digital legacy vaults are poised to integrate virtual reality, allowing families to preserve and revisit stories, memories, and wishes in vivid, immersive formats. This innovation not only enriches the user experience but also positions organisations as leaders in compassionate, future-focused service. In sectors like aged care and financial advice, offering access to these advanced tools becomes a powerful differentiator—demonstrating a commitment to both technological excellence and human connection.

Data-Driven Service Improvement: Leveraging Anonymous Legacy Trends

What if organisations could harness anonymous data from legacy planning activities to identify emerging trends and improve service delivery? By analysing aggregate insights—such as common care preferences, frequently updated directives, or popular collaborative features—organisations can tailor their offerings to better meet community needs. This data-driven approach not only enhances operational efficiency but also provides new metrics for measuring community wellbeing and engagement.

Dynamic Compliance: Automatically Updating Directives

Consider a hypothetical scenario: a future legacy planning ecosystem that automatically updates directives and wishes in response to changing legal requirements. This reduces compliance risk for both individuals and organisations, minimising the potential for disputes, confusion, or non-compliance. By ensuring that all documentation remains current and legally sound, organisations can further protect their reputation and reduce the administrative burden on frontline staff.

Collaborative Features: Live Family Discussions in Secure Digital Rooms

Emerging collaborative features may soon enable families to participate in live discussions within secure digital rooms, streamlining the often-complex process of collective decision-making. For organisations, facilitating these conversations reduces the likelihood of future disputes and ensures that everyone’s voice is heard. This not only saves time and resources but also strengthens the organisation’s role as a trusted partner in the legacy journey.

Legacy Planning as a Living, Evolving Activity

Perhaps the most transformative shift is the move from static, one-off legacy planning to a dynamic, ongoing process. With the right ecosystem, legacy planning becomes a living activity—regularly reviewed, updated, and adapted as life circumstances change. The Evaheld ecosystem exemplifies this future, offering an effortless way for organisations to support their communities. The partner dashboard provides clear visibility into adoption and engagement, while the consumer app guides users through every step, making the organisation’s role supportive rather than administrative.

Innovation in legacy platforms will continue to enhance both user experience and organisational outcomes. By embracing these wild card advancements, organisations can set new standards for trust, efficiency, and service excellence in the evolving world of legacy planning.

Conclusion: Why Structured Legacy Support is a Strategic Organisational Asset

In today’s rapidly evolving business landscape, structured legacy support has emerged as a strategic organisational asset with far-reaching benefits. For CEOs, General Managers, and Heads of Department, the integration of legacy planning into core business strategy is no longer a peripheral consideration—it is a direct pathway to measurable business value. The multifaceted advantages of structured legacy support extend well beyond compliance or duty of care, delivering enhanced trust, robust risk mitigation strategies, operational efficiency, and genuine competitive differentiation.

At its core, structured legacy support builds deeper, more resilient relationships between organisations and their stakeholders. Facilitating legacy planning is a profoundly personal gesture that goes beyond transactional interactions. When an organisation supports individuals in documenting their wishes and directives, it signals a commitment to their wellbeing and future. This fosters a sense of trust and loyalty that endures, strengthening the organisation’s reputation and increasing stakeholder retention. In sectors such as financial advice, aged care, and member associations, where trust is paramount, this approach can be transformative.

Risk mitigation is another critical advantage. By encouraging and enabling the clear documentation of wishes, organisations help prevent future disputes, confusion, and non-compliance. This proactive approach reduces the likelihood of costly legal challenges or administrative errors, benefiting both the organisation and the families it serves. Structured legacy support becomes a cornerstone of effective risk mitigation strategies, ensuring that both regulatory requirements and personal expectations are met with clarity and confidence.

Operational efficiency is significantly enhanced when individuals are empowered to organise their legacy affairs. Without structured support, frontline staff—be it in HR, client services, or care teams—often face time-consuming crises and repeated administrative requests. By streamlining the legacy planning process, organisations reduce these burdens, freeing up valuable resources and allowing staff to focus on higher-value activities. This not only improves internal workflows but also enhances the overall experience for clients and members.

Crucially, structured legacy support provides a clear avenue for competitive differentiation. In a crowded and increasingly regulated market, offering a forward-thinking, high-value service such as legacy planning sets an organisation apart. It signals innovation, care, and a willingness to go beyond the basics for the benefit of clients and members. This is where platforms like Evaheld deliver exceptional value. The Evaheld ecosystem makes it effortless for organisations to offer structured legacy support. Its partner dashboard provides clear visibility into adoption and engagement, while the consumer app guides users through the process, shifting the organisational role from administrative to supportive.

Adopting a platform like Evaheld not only future-proofs organisational capabilities but also deepens client relationships. It transforms legacy work from a burdensome obligation into a strategic differentiator, enriching organisational culture and demonstrating a genuine commitment to both community and business excellence. Fostering personal connections through legacy support creates a sense of belonging and purpose, which is increasingly important in today’s competitive environment.

Organisations that embrace structured legacy support position themselves to thrive in the face of growing competition and regulatory scrutiny. The journey of legacy support is a reflection of an organisation’s values and its dedication to serving both its community and its business interests. For leaders evaluating strategic partnerships, the case is clear: integrating structured legacy support is not only a sound business decision but a profound investment in the future of the organisation and those it serves.

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: Structured legacy support strengthens trust, streamlines operations, reduces risks, and creates competitive advantage by leveraging secure platforms like Evaheld's ecosystem.

Share this article

Why Organisations Are Introducing Legacy Planning for Clients & Staff