Deliver meaningful, practical aid. Provide your community with free access to legacy planning tools, helping individuals and families prepare for the future with confidence.
This guide explains how better preparation and organised documentation can help beneficiaries navigate claims, access essential records, and manage responsibilities with less confusion and delay.
Helping clients organise their affairs reduces stress and confusion. This resource shows how structured planning, secure document storage, and clear organisation of essential information support confidence and preparedness.
Legacy planning supports individuals by helping them organise care wishes, essential documents, and personal information in one place. For organisations, it improves engagement, supports wellbeing, and helps people navigate major life transitions with confidence.
Evaheld is a digital legacy platform designed to help people organise care preferences, essential records, and personal legacy information in one secure place. It supports families through life transitions by improving access to health details, documents, and meaningful personal information when it’s most needed.
Equip your clients with confidence. Our guide helps financial and legal professionals give clients a clear system to organise wills, documents, and wishes, reducing future stress and complexity.
A clear checklist to help record final wishes, organise legal and personal details, and ensure loved ones can quickly access important information during stressful or emotional times.
This practical roadmap guides executors and carers through every stage of responsibility, from the first steps after a death or diagnosis to finalising affairs with confidence. It explains how to organise essential documents, manage care and legal obligations, coordinate with family and professionals, and ensure information is accessible when needed. Designed to reduce overwhelm and provide clarity during complex times.
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.
Streamline your family's daily life. Learn how to create an organised home admin centre for schedules, important documents, and emergency information all in one place.
Overwhelmed by life admin? Our simple Australian guide reveals the first five critical steps to organise for immediate peace of mind and family security. Start taking control today.
Stop drowning in paperwork and reclaim your time. Learn how to build a simple, effective system to manage bills, documents, passwords, and appointments for good.
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