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.
Legacy planning strengthens financial advice by helping clients organise care wishes, personal records, and essential documents. This supports clearer decision-making and stronger long-term client outcomes.
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.
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