Future Planning

This article explains how early documentation of health preferences, values, and essential information helps patients make informed decisions, reduces uncertainty for families, and supports better-aligned care — without changing how clinicians deliver care.

This guide shows how community organisations can host planning conversations that help people organise Essentials, record Health & Care wishes via a QR Emergency Access Card, and preserve Story & Legacy. Evaheld builds preparedness, trust and participation without changing existing service workflows.

This article explores how organisations can help supporters leave a meaningful legacy by providing a simple way to record intentions, values, and personal stories. Evaheld enhances supporter engagement and long-term connection by adding clarity and depth to legacy planning—without disrupting existing fundraising or advisory workflows.

This article explores how charities can support bequests by giving supporters a simple, secure way to document legacy intentions, personal stories, and key information. Evaheld strengthens donor trust and long-term engagement by preserving meaning and clarity — without changing existing fundraising, legal, or operational workflows.

This guide shows how structured planning improves client readiness by organising essential records, clarifying intentions, and reducing uncertainty before estate planning begins.

Life transitions can be overwhelming. This guide explores how planning tools help customers organise care wishes, documents, and personal information to navigate change with confidence.

Aligning superannuation with legacy planning helps members organise financial and personal information, clarify intentions, and ensure important details are accessible when needed.

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.

Talking about wills and legacy can feel uncomfortable. This guide helps professionals approach the conversation with clarity, compassion, and structure while helping clients organise wishes, documents, and future plans confidently.

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.

Holistic financial planning brings together financial strategy, life planning, and legacy considerations. This approach helps clients feel more prepared, supported, and confident in long-term decisions.

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.