secure family sharing

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.

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.

By helping clients organise personal, financial, and care information, legacy planning builds deeper relationships. It enables organisations to provide meaningful support that extends beyond immediate services and strengthens long-term trust.

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.

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.

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.