Client Benefits

Legacy planning helps insurers support policyholders beyond policies by helping them organise essential information, plan for future care, and reduce stress for families during major life events.

Equip your clients with confidence. Our guide helps financial and legal professionals give clients a clear system to organise wills, documents, and wishes, reducing future stress and complexity.

Legacy planning is no longer just about documents and beneficiaries. Financial services firms are increasingly using Evaheld to help clients capture values, wishes, and life context alongside financial decisions. This guide explores how Evaheld strengthens relationships, improves engagement, supports compliant long-term planning, and helps advisers deliver more human, future-ready client experiences.

Ambiguity in estate planning is a major source of family disputes and legal challenges. For financial and legal professionals, guiding clients to clearly document their intentions is a critical risk mitigation strategy. This article outlines how structured tools help clients articulate the reasoning behind beneficiary choices, explain unequal distributions, or leave guidance for trustees. This documented intent provides invaluable evidence if a will is contested, clarifies the client’s wishes beyond the strict legal text, and reduces the likelihood of successful claims. It protects the client’s legacy, provides clear direction for executors, and safeguards the professional from potential disputes over interpretation.

Comprehensive financial advice looks beyond numbers to the life goals and legacy clients wish to create. This article explores the integration of legacy planning into financial services. Advisers can help clients document the ‘why’ behind their financial decisions—the values guiding their investment choices, the stories they want their wealth to tell, and the personal messages for beneficiaries. This deepens the client-adviser relationship, provides crucial context for estate planning, and helps align financial strategies with deeply held personal values. The result is a holistic plan that doesn’t just grow wealth but ensures it transfers in a way that reflects the client’s life and loves.