personal records

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 article explains how managing essential information helps families navigate emergencies and life transitions with confidence. Evaheld supports secure organisation of documents, preferences, and contacts, helping organisations provide clarity without adding complexity.

This article shows how retirement communities can offer a premium benefit by organising Essentials, capturing Health & Care wishes via a QR Emergency Access Card, and preserving Story & Legacy. Evaheld boosts resident dignity and family trust, adding value to your offering while staff keep current workflows.

Ageing safely at home relies on preparation and clarity. This article explores how organising care preferences, essential records, and personal context helps families and carers respond confidently—without introducing new systems or processes.

This guide explains how improved preparation reduces complexity for executors by ensuring key documents, wishes, and records are organised and accessible when needed.

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

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.

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.

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 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.