digital legacy planning

This article explores how digital legacy tools support legal professionals by improving access to documents, clarifying client wishes, and reducing administrative complexity.

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.

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.

Evaheld is a digital legacy platform designed to help people organise care preferences, essential records, and personal legacy information in one secure place. It supports families through life transitions by improving access to health details, documents, and meaningful personal information when it’s most needed.

For member-based organisations—unions, associations, super funds—offering legacy planning tools is a powerful way to deliver continuous value. This resource shows how the service is relevant at every age: helping young members name guardians for children, assisting mid-career professionals with life admin, and supporting retirees in documenting their stories and care wishes. It transforms the member relationship from transactional to deeply supportive, addressing a universal need with practical tools. This strengthens engagement, differentiates the organisation in a competitive market, and builds a powerful perception of the organisation as a trusted, lifelong partner in its members’ wellbeing.

Forward-thinking companies are adding legacy planning to their employee benefits package. This guide explains the compelling ‘why’ for HR leaders. Financial and future-oriented stress significantly impacts wellbeing and productivity. By offering employees a tool to organise their affairs, document wishes, and secure their family’s future, companies address a core source of anxiety. This demonstrates a genuine, holistic commitment to employee welfare that goes beyond standard perks. The result is a more focused, loyal, and resilient workforce that feels supported in all aspects of life. It’s a low-cost, high-impact benefit that boosts retention and positions the company as a true employer of choice.

Organisations that support clients through major life changes—like retirement, divorce, or illness—can offer legacy planning as a powerful extension of their care. This article illustrates how. A financial planner can help a retiring client capture stories to pass on with their wealth. A counsellor can support someone with a new diagnosis in documenting their healthcare wishes. By providing the tools for this reflective, future-focused work, organisations help clients find clarity, assert control during uncertain times, and take concrete steps to protect their families. This adds profound, tangible value to the client relationship, fostering immense trust and long-term loyalty.