[{"id":"7657fc02-1122-4f3c-b796-444fe46a3a2d","posttitle":"partners-financial-services-client-legacy-planning","title":"Legacy Planning for Financial Services: A Practical Guide","featured_imghd":"https://auth.typeflo.io/storage/v1/object/public/posts/public/5df9480f-2659-40dd-a62f-beaa65e0fc66/7657fc02-1122-4f3c-b796-444fe46a3a2d/63yzkvh.webp?1769578099634","featured_imgsd":"https://auth.typeflo.io/storage/v1/object/public/posts/public/5df9480f-2659-40dd-a62f-beaa65e0fc66/7657fc02-1122-4f3c-b796-444fe46a3a2d/featuredImg/sd.webp?1769578269775","docsid":"1ogHv_8eBRzSG4qoWX1Fo2KPu1_ZWnW2_FBj3GaumDZM","href":"/posts/partners-financial-services-client-legacy-planning","excerpt":"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.","metatitle":"A Guide to Legacy Planning for Financial Services","metadescription":"See how financial services firms leverage Evaheld to go beyond assets, and capture clients' full legacies—wealth, values & wishes—fostering loyalty & retention.","created_at":"2026-01-28T05:28:11.064+00:00","postClamp":"Imagine arriving at a family meeting armed with a clear, structured plan that respects your client’s legacy, easing tough discussions and saving hours of admin.....","reading_time":"22 min read","tags":[{"label":"Client Empowerment","value":"3db5661e-0ee1-4083-a43c-76c27dbdd331"},{"label":"Legacy Planning","value":"d222a279-301b-43df-b270-d1caa878733e"},{"label":"Client Engagement","value":"58e7d7c0-e5a5-4f8d-9200-7e9c58f051b0"},{"label":"Financial Advisers","value":"20c5ff78-d23d-43e2-b275-1e7abc2f5f1f"},{"label":"Client Benefits","value":"be3377e8-9dec-4b84-b8b2-7df47f6cf58e"},{"label":"Financial Planning","value":"1556ef05-a55d-4cb5-bfe3-ed1bec73fedd"},{"label":"financial services","value":"7928f3ea-7548-46a3-b157-7b52048bd50b"},{"label":"integrated planning","value":"ed63bc76-6a8b-4c0b-a870-bdfb124d4c72"},{"label":"holistic planning","value":"20ee1f8b-39c9-4d3d-a8d3-410d6af5359f"},{"label":"long term relationships","value":"510d7a0c-5aa6-4a2f-99b3-9c5a9d37d9f3"},{"label":"client relationships","value":"2e173541-e02f-40b4-ae32-cfd332127178"},{"label":"future ready advice","value":"a30cd2c5-19e1-46a5-8bd9-bdafd5a8fcbc"},{"label":"compliant planning","value":"f24cf698-8d3b-4fed-9eec-0a75673b66fc"}],"authors":{"id":"5df9480f-2659-40dd-a62f-beaa65e0fc66","username":"trial","cus_domain":"yes","subdirectory":"evaheld.com/blog","embedded":null,"theme":{"theme_colour":"#662D91","layout":"stack","translation_strings":{"home":{"articles":"","catfilter":""},"post":{"related_posts":"Related Articles","share":"","share_post":"Share this article","months":{"jan":"","feb":"","mar":"","apr":"","may":"","jun":"","jul":"","aug":"","sep":"","oct":"","nov":"","dec":""},"min_read":"time to read"},"category":{"posts":"Articles"},"common":{"search_placeholder":"","showmorebtn":"","error_msg":""},"newsletter":{"subscribe":"Sign Up For Free","nlplaceholder":"","continue_reading":"","subscribe_popup_btn":"Sign Up For Free","subscribe_exit_intent_btn":"Sign Up For Free","subscribe_success_message":"You have successfully signed up for Evaheld","subscribe_found_message":"You are already signed up to Evaheld","subscribe_acceptance_message":""},"gated_content":{"gated_content_name_placeholder":"","gated_content_email_placeholder":"","gated_content_acceptance_msg":""},"breadcrumbs":{"posts_breadcrumbs":"","category_breadcrumbs":"","tag_breadcrumbs":"","author_breadcrumbs":""}},"background":"white","custom_theme":":root {\n --c-primary-50: 241, 232, 248;\n --c-primary-100: 224, 204, 239;\n --c-primary-200: 196, 158, 225;\n --c-primary-300: 165, 107, 209;\n --c-primary-400: 136, 60, 195;\n --c-primary-500: 102, 45, 145;\n --c-primary-600: 82, 36, 117;\n --c-primary-700: 60, 27, 86;\n --c-primary-800: 41, 18, 58;\n --c-primary-900: 19, 8, 27;\n }"},"users":{"full_name":"Evaheld Team","avatar_url":"https://auth.typeflo.io/storage/v1/object/public/authors/public/bfe9d393-14db-4a09-a001-e8244ec3a20d/images/avatar.webp?1723070101152","slug":"evaheld-team"}},"category":{"id":"d524978e-737d-425b-b613-018d3da7c560","title":"partners","name":"Partnering With Evaheld to Support Life Planning, Care and Legacy","featured_imghd":"https://auth.typeflo.io/storage/v1/object/public/category/public/5df9480f-2659-40dd-a62f-beaa65e0fc66/d524978e-737d-425b-b613-018d3da7c560/featured_imghd.webp?1769220193983","featured_imgsd":null,"createdby":"5df9480f-2659-40dd-a62f-beaa65e0fc66","created_at":"2024-04-10T10:04:48.614191+00:00","href":"/category/partners","posts":78,"metadescription":"Evaheld helps organisations support clients, patients, staff, members & families with secure digital legacy and advance care planning built on trust & clarity.","cta":null,"custom_script_posts":null,"redirection":true,"description":"

Supporting People Beyond Transactions and Services

The Partners category explores how organisations can support individuals and families beyond traditional services — by helping them preserve what matters, plan with clarity, and stay connected during life’s most important moments.

Evaheld is designed to integrate naturally into organisations that already support people through transition, care, planning, or life administration. Whether you work in healthcare, aged care, legal services, financial services, insurance, or member-based organisations, this category explores how digital legacy, care documentation, and structured life planning can add real value without adding complexity.

Rather than replacing existing systems or processes, Evaheld enhances them by providing a secure, human-centred space where individuals can organise personal information, document wishes, and preserve their story — all under their own control.

Supporting Clients, Members and Communities With Purpose

Articles in this category explore how Evaheld supports:

Organisations working with ageing populations or care transitions
Healthcare and allied health providers supporting patient-centred care
Legal and probate professionals seeking clearer client documentation
Financial services and insurers supporting long-term planning
Employers and member organisations offering meaningful wellbeing benefits

You’ll find practical insights on how Evaheld:

Reduces confusion and stress for families
Improves clarity around wishes and documentation
Supports continuity of care and communication
Strengthens trust between organisations and the people they serve
Helps individuals feel more prepared, supported and understood

Each article focuses on real-world use, ethical implementation, and how digital legacy tools can support people without replacing human relationships or professional judgement.

A Trusted Platform That Puts People First

Evaheld is built on the belief that people deserve clarity, dignity, and control over their personal information — especially during moments of change or vulnerability.

For partners, this means:

No access to personal data unless explicitly shared
No responsibility for managing or maintaining user content
No disruption to existing systems or workflows
A trusted platform that enhances care, not complexity

This category provides guidance, case examples, and practical insight into how Evaheld can be used responsibly and effectively across different sectors — always with privacy, consent, and human experience at the centre.

Create Better Outcomes for the People You Support

🤝 Discover how Evaheld helps organisations support people with clarity, dignity and care

","metatitle":"Evaheld for Partners | Legacy & Care Planning","updated_at":"2026-02-04T07:12:28.221036+00:00"},"refauthors":{"id":"153de11c-9ce8-4d79-9d19-c10da778e84c","name":"default","avatar":"default","slug":"default"}}]