essentials planning

Deliver meaningful, practical aid. Provide your community with free access to legacy planning tools, helping individuals and families prepare for the future with 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.

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.

Overwhelmed by life admin? Our simple Australian guide reveals the first five critical steps to organise for immediate peace of mind and family security. Start taking control today.

Stop drowning in paperwork and reclaim your time. Learn how to build a simple, effective system to manage bills, documents, passwords, and appointments for good.

Legacy planning isn’t something you do at the end of life — it’s something that supports better living at every stage. By capturing your stories, organising important documents, and planning ahead, you create clarity, reduce stress for loved ones, and make everyday decisions easier. Legacy planning helps you live with intention, not uncertainty.

Legacy planning is not exclusively for the elderly or unwell. This article makes the case that your 30s and 40s are an ideal time to start. At this life stage, you likely have growing assets, young children who need protection, and aging parents whose experiences may highlight the importance of planning. Starting early allows you to build your legacy gradually, without pressure, and ensures you are prepared for life’s unpredictability. It’s a proactive, responsible step that secures your children’s future, clarifies your wishes for a partner, and provides immense personal peace of mind, freeing you to live your life more fully.