Organisations increasingly need infrastructure that supports people through life’s transitions. As expectations around trust, autonomy and continuity evolve, informal workarounds create risk. Closing the infrastructure gap means providing ethical structure that supports people without organisational overreach.
Legacy planning allows organisations to support people beyond transactions by helping them organise essential information and plan ahead. This strengthens trust, improves engagement, and delivers long-term value across client and employee relationships.
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.
Don't wait for a crisis. Proactively plan for future healthcare needs, financial security, and personal wishes at any age with our future-proofing guide for Australians.
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.
Clients now expect more than financial outcomes. Shifting values around trust, autonomy and legacy mean professionals encounter broader life context. Without structure, expectations fragment. Addressing the client expectation gap strengthens relationships while protecting professional boundaries.
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