Legal Planning

Life transitions and generational value shifts are changing how people understand legacy. Beyond legal documents, families seek voice, meaning and continuity. This perspective explores how legacy expectations are evolving and why clarity across time is increasingly important.

This article explores how digital legacy tools support legal professionals by improving access to documents, clarifying client wishes, and reducing administrative complexity.

The most important choice for new parents. Our compassionate Australian guide helps you select a guardian for your child, with key questions and legal steps explained.

Facing a dementia diagnosis? Get a compassionate, step-by-step Australian guide to initial legal, financial, and care planning while prioritising dignity and personal choice.

This 2026 checklist helps you get your affairs in order with clarity and confidence. It guides you through organising essential documents, recording care preferences, and securing important personal and financial information. Designed to reduce stress for you and your loved ones, it supports better planning, easier access to information, and greater peace of mind during life’s transitions.

This guide explains the best way to help a loved one plan for end of life with clarity and care. It walks through how to start conversations, organise essential documents, record care wishes, and ensure information is accessible when needed. Designed to reduce stress and confusion, it helps families support loved ones with confidence and compassion during an emotional time.

For member-based organisations—unions, associations, super funds—offering legacy planning tools is a powerful way to deliver continuous value. This resource shows how the service is relevant at every age: helping young members name guardians for children, assisting mid-career professionals with life admin, and supporting retirees in documenting their stories and care wishes. It transforms the member relationship from transactional to deeply supportive, addressing a universal need with practical tools. This strengthens engagement, differentiates the organisation in a competitive market, and builds a powerful perception of the organisation as a trusted, lifelong partner in its members’ wellbeing.

Forward-thinking companies are adding legacy planning to their employee benefits package. This guide explains the compelling ‘why’ for HR leaders. Financial and future-oriented stress significantly impacts wellbeing and productivity. By offering employees a tool to organise their affairs, document wishes, and secure their family’s future, companies address a core source of anxiety. This demonstrates a genuine, holistic commitment to employee welfare that goes beyond standard perks. The result is a more focused, loyal, and resilient workforce that feels supported in all aspects of life. It’s a low-cost, high-impact benefit that boosts retention and positions the company as a true employer of choice.

Organisations that support clients through major life changes—like retirement, divorce, or illness—can offer legacy planning as a powerful extension of their care. This article illustrates how. A financial planner can help a retiring client capture stories to pass on with their wealth. A counsellor can support someone with a new diagnosis in documenting their healthcare wishes. By providing the tools for this reflective, future-focused work, organisations help clients find clarity, assert control during uncertain times, and take concrete steps to protect their families. This adds profound, tangible value to the client relationship, fostering immense trust and long-term loyalty.

Evaheld Rooms provide the structure to manage your legacy with precision. This complete guide explains how to create dedicated, secure spaces for different aspects of your life and different groups of people. Learn to set up a private 'My Story' room for personal reflections, a 'Family Vault' for shared memories, a 'Healthcare' room for your advance care directive to share with doctors, and a 'Legal' room for sensitive documents for your executor. We walk you through setting permissions, adding content, and inviting specific people to specific rooms. This system ensures you share the right information with the right people at the right time, maintaining total control over your privacy.

Through authentic stories from real families, this article powerfully illustrates the consequences of delay. One family shares the confusion and conflict that arose when a parent’s financial wishes were unclear. Another recounts the comfort found in a pre-recorded message after a sudden loss. These narratives move beyond theory, showing how proactive planning transforms potential family trauma into managed grief and clear guidance. The common thread is regret for not having conversations sooner. These testimonials make a compelling case that legacy planning is an urgent act of care—not for a distant future, but for the unpredictable nature of life itself.

Trying to decide if Evaheld is the right solution for you? This guide cuts through the noise to clearly outline who benefits most from its services, the key problems it solves, and situations where it might not be the best fit. Make an informed choice with our straightforward analysis.