Client Empowerment

Centralise communication for compassionate care. Create a single source of truth for patient wishes, family updates, and care plans, ensuring everyone is aligned during end-of-life care.

Talking about wills and legacy can feel uncomfortable. This guide helps professionals approach the conversation with clarity, compassion, and structure while helping clients organise wishes, documents, and future plans confidently.

This resource explores how financial planners can use legacy planning to support clients beyond financial advice. It focuses on organising essential records, capturing care wishes, and helping clients prepare for life transitions with clarity and confidence.

Holistic financial planning brings together financial strategy, life planning, and legacy considerations. This approach helps clients feel more prepared, supported, and confident in long-term decisions.

Legacy planning supports individuals by helping them organise care wishes, essential documents, and personal information in one place. For organisations, it improves engagement, supports wellbeing, and helps people navigate major life transitions with confidence.

By helping clients organise personal, financial, and care information, legacy planning builds deeper relationships. It enables organisations to provide meaningful support that extends beyond immediate services and strengthens long-term trust.

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.