Information Security

Evaheld allows you to appoint a trusted party and define exactly what they can see or do — now or in the future. From simple verification rights to full vault access when required, you stay in control at every stage. This guide explains how trusted access works, how permissions are set, and how your wishes remain protected without compromising privacy.

Sharing sensitive information with family requires a balance between transparency and privacy. This guide explores strategies for selective disclosure. You might share funeral wishes with all adult children but keep the details of your will private until the appropriate time. Or, provide your healthcare agent with full medical details while giving other family members a general summary. We discuss using different ‘Rooms’ for different audiences and the importance of clear communication about what is being shared and why. These methods allow you to provide necessary guidance and comfort to your loved ones while maintaining boundaries and preventing misunderstandings or premature disclosures.

Evaheld Rooms make it easy to organise information, documents and messages in one secure place. This guide explains how to set up private Rooms for personal use and shared Rooms for trusted people such as family, executors or carers. Learn how permissions work, what to store in each space, and how Rooms help keep everything organised, accessible and protected when it matters most.