Employee Benefits

Improve care team collaboration. Empower clients to control who sees their information, breaking down silos between providers for better-coordinated, person-centred support.

Offer tangible carer support. The Evaheld Legacy Vault helps carers organise essential information and create respite through shared access, reducing their mental load.

This guide explains how HR teams can introduce legacy planning as a staff benefit, helping employees organise key information, plan ahead, and feel supported through major life events.

Life planning tools help employees organise important personal information, prepare for future needs, and reduce stress. These tools contribute to improved wellbeing, engagement, and resilience across the workforce.

Legacy planning is increasingly used by organisations to support staff and clients beyond traditional services. It helps people organise care preferences, essential documents, and personal information while strengthening wellbeing, engagement, and long-term relationships.

Charities seek to build lasting relationships with supporters, and bequests are a vital part of that. This guide shows how providing donors with neutral, secure legacy planning tools strengthens these bonds. Rather than directly soliciting a gift, charities can empower supporters to get their affairs in order—a service they genuinely value. Within that process, donors can easily document their charitable intentions, leave explanatory messages for their family, and ensure their bequest wishes are clear. This approach is donor-centric, builds deep trust and loyalty, and ultimately supports more intentional, conflict-free philanthropic legacies that honour the donor’s values.

We provide law firms with tools to transform estate planning—capturing not just assets, but also advance directives and personal legacies. Elevate your service and simplify intake.

Life’s transitions now shape how people relate to organisations they trust. This framework outlines how to support change with structure rather than intrusion, reflecting evolving values around autonomy, trust, legacy and continuity across life stages and generational expectations.