trusted party access

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.

Talking about wills and legacy can feel uncomfortable. This guide helps professionals approach the conversation with clarity, compassion, and structure while helping clients organise wishes, documents, and future plans confidently.

This guide helps you clearly record your health preferences, values, and important personal information, ensuring your wishes are understood and respected if you cannot speak for yourself.

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.

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.