Your important information ends up everywhere.
HearthBook brings it together.
Organize your household, important documents, financial picture, contacts, and plans in one place so you can find what you need and be better prepared for what comes next.
Life gets scattered.
Documents live in folders. Financial details sit in different accounts. Important contacts are in phones. Plans are often kept in people’s heads.
When something changes or an urgent moment comes up, finding what you need can mean searching through folders, accounts, messages, and asking other people. The more scattered things become, the harder it is to see what you have, what connects, and what may be missing.
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Everything important, easier to see and use.
HearthBook keeps the people, information, documents, and plans that matter connected, with tools that help you stay informed, prepared, and ready to act.
See what needs your attention.
Your dashboard gives you a clear view of what is coming up and what may need attention. See events, birthdays, reminders, bills, subscriptions, and key information in one place, with quick ways to add or jump to what you need.
Start with the people who matter.
Add family, friends, trusted professionals, companies, and other important people in your life. HearthBook keeps those connections organized so they can tie into the rest of your information as you build.
Bring the important pieces together.
Keep important documents organized and easier to find. Upload files to HearthBook, group them by what they are for, and use AI-assisted extraction to help capture useful details while you stay in control of what gets saved.
Give trusted people the right access, when it matters.
Bring in collaborators for everyday support, then set up emergency access so important information is still reachable when life takes an unexpected turn. Choose who can view key information right away and who can request broader access if needed, while you stay in control.
Put your information to work.
Life Tools build on the information you have already organized in HearthBook. They add practical tools and useful context to help you understand what you have, fill in important gaps, and take action on real-life tasks, planning, and decisions.
Questions about HearthBook?
Here are answers to some of the questions people ask before getting started.
HearthBook brings the important parts of your life into one connected place: the people and companies you rely on, what you own and owe, legal entities, important documents, and the plans that connect them. Add information once, and HearthBook helps keep the pieces connected and easier to find.
Yes. HearthBook is organized around your life, not a particular family or household structure. You can use it for your own accounts, documents, contacts, plans, and trusted relationships, whether you live alone, with family, or with others.
Create a free account and secure it with two-factor authentication. HearthBook offers a short, optional guided setup that introduces the basics and helps you add your first information. You can skip it, leave it at any time, or return to it later from Help and Support.
HearthBook is for anyone who wants a clearer way to organize important life information. That can include parents organizing for their family, adult children helping aging parents, people preparing for estate or life-planning conversations, and anyone who wants important information easier to find and use.
No. That is part of what HearthBook is designed to help with. You can start with whatever matters to you right now, such as a few important contacts, an account, or a document. You do not need to enter everything before HearthBook becomes useful.
No. HearthBook is an organizational and record-keeping tool. It does not provide legal, financial, tax, or estate-planning advice and is not a substitute for advice from a qualified professional. When you need professional help, Find a Pro can help you search for providers in your area.
A collaborator is someone you invite to help with parts of your HearthBook, such as a spouse, adult child, or trusted advisor. Collaborators use their own account and two-factor authentication, and their access is limited by HearthBook's collaborator permissions. Up to three collaborators are included with an account.
Only the information you have made available for immediate emergency access, such as selected documents, key contacts, or companies. Other HearthBook information remains subject to the Emergency Access settings and safeguards you have configured.
Yes. You can manage collaborator and Emergency Access permissions from your account and change or revoke access when needed.
You choose your emergency contacts and configure the access available to each person. Depending on your settings, an emergency contact may be able to reach limited key information immediately or request broader access through a safeguarded process. Naming someone as an emergency contact does not by itself give them open access to your HearthBook.
A request for broader access begins the Emergency Access process you configured. This can include notification and a waiting period you selected. A request does not provide immediate full access, and you can respond before broader access takes effect.
No. Collaborator access is designed for ongoing, everyday involvement with people you trust, while Emergency Access is configured separately for situations when important information may need to be reached without you being available. Each has its own permissions and access rules.
HearthBook requires two-factor authentication for user accounts and uses encryption for information in transit and at rest. Access is also governed by account roles and permissions. Certain sensitive documents can be protected with an additional PIN that is separate from your account password.
HearthBook uses AI in specific features, such as proposing details found in an uploaded document, suggesting information from certain records, answering questions using HearthBook help content, and supporting tools such as Find a Pro. AI is used to assist with these tasks, not to silently change your HearthBook records.
HearthBook does not use your information to train its own AI models. When third-party AI services are used, data is handled under the provider's applicable commercial terms and HearthBook's Privacy Policy. Under the commercial API terms currently used by HearthBook, submitted data is not used to train the provider's models.
Access to your HearthBook is governed by account roles and the permissions you configure. Collaborators and emergency contacts can access only the information available to them under those permissions. Additional details about how HearthBook and its service providers handle information are provided in the Privacy Policy and security information.
Yes. When AI proposes information to add to your HearthBook, such as details extracted from a document or a suggested subscription, you review it before it becomes part of your records.
Yes. You can export your Life Map to Excel from Settings. You can also close your HearthBook account through the account settings and deletion process.
Yes. HearthBook Free includes Contacts and your Life Map, so you can begin organizing important people, companies, assets, liabilities, and other core information without a paid membership. You can decide later whether the additional Membership features are useful to you. Free users also include up to three collaborators.
HearthBook Membership is $19.99 per month. There is one Membership plan rather than multiple paid tiers.
Your account moves to HearthBook Free, and the information and features included with Free remain available. Membership-only features become unavailable, while certain existing items may remain accessible according to HearthBook’s downgrade and grace-period rules. Existing Emergency Access contacts can continue to work, but adding new emergency contacts requires Membership.
HearthBook Membership includes everything in HearthBook Free, plus document storage and secure sharing, linked documents, all Life Tools, AI-assisted features, and the ability to set up Emergency Access.
Yes. You can manage or cancel your membership from Settings. If you cancel, your account moves to HearthBook Free according to the access and retention rules that apply to Free accounts.
Yes. You do not need a paid Membership to be invited as someone else’s collaborator or emergency contact. Accepting and using that access is included at no cost.
Bring what matters together.
Start free and make the people, information, documents, and plans that matter easier to find, understand, and use.
