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 built around your life, not a specific family 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 your free HearthBook account and secure it with two-factor authentication. You'll automatically begin a 14-day Membership trial, with no credit card required. HearthBook's guided setup will help you start organizing your important information at your own pace. When your trial ends, you can choose to continue with Membership or use HearthBook's Free plan.
HearthBook is for anyone who wants a clearer way to organize important life information. That includes families, people planning ahead, adult children helping aging parents, and anyone who wants important information easier to understand, use, and share with trusted people.
No. HearthBook is designed to help you organize over time. You can begin with just a few important contacts, an account, or a document, and add more as you go.
No. HearthBook is an organization 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.
A collaborator is someone you invite to view parts of your HearthBook, such as a spouse, adult child, or trusted advisor. Collaborators have read-only access to your Life Map and only the documents you specifically share with them. They cannot change your information. Up to three collaborators are included with your account.
Only the information you've designated for immediate Emergency Access, which may include key contacts and selected medical details. Other information remains protected according to your Emergency Access settings.
Yes. You can manage collaborator permissions and Emergency Access settings from your account, including changing or removing access when needed.
You choose your emergency contacts and configure what information each person can access. Depending on your settings, they may see limited key information immediately or request broader access through a safeguarded process. Simply naming someone as an emergency contact does not give them unrestricted access.
A request for broader access starts the Emergency Access process you've configured. This includes notifications and a waiting period you select, giving you an opportunity to respond before broader access takes effect.
No. Collaborators have ongoing, read-only access to your Life Map and specifically shared documents. Emergency Access is separate and allows designated contacts to access selected information immediately or request broader access through additional safeguards.
HearthBook requires two-factor authentication and uses encryption to protect information in transit and at rest. Access is controlled through account roles and permissions, and certain sensitive documents can be protected with an additional PIN separate from your account password.
HearthBook uses AI to make organizing information easier. For example, AI can help extract details from uploaded documents, suggest information for your records, answer questions using HearthBook help content, and support certain Life Tools. AI assists with these tasks rather than independently changing your saved information.
HearthBook does not use your personal information to train its own AI models. Certain features use third-party AI services, which process information according to their applicable agreements and HearthBook's Privacy Policy. The commercial AI services currently used by HearthBook do not use submitted data to train their models.
You control who you invite and what information they can access. Collaborators have read-only access to your Life Map and only the documents you specifically share with them. Emergency contacts have separate permissions based on your Emergency Access settings. You can learn more about how HearthBook and its service providers handle information in our Privacy Policy.
Yes. When AI suggests information to add to your HearthBook, such as details extracted from a document, you have an opportunity to review the suggestions before they're added to your records. You remain in control of what information you save.
Yes. You can export your Life Map information to Excel through your account settings. You can also manage account closure and deletion through HearthBook's account settings.
Yes. HearthBook Free includes your Life Map, People & Contacts, the HearthBook Guide, and core organization features. You can begin bringing your important information together without a paid Membership. Free accounts also include up to three collaborators.
HearthBook Free is available at no cost. Membership is $19.99 per month, with a 14-day free trial for new accounts. No credit card is required to start your trial.
Your account remains available on HearthBook Free, along with the information and features included in that plan. Membership-only features become unavailable, and access to certain previously saved items may be limited according to HearthBook's downgrade and retention rules.
Membership includes everything in HearthBook Free, plus protected document storage, document sharing, AI-assisted features, Life Tools, and Emergency Access. These additional features help you organize more information and prepare for situations when others may need access.
Yes. You can manage or cancel your Membership through your account Settings. If your Membership ends, your account moves to HearthBook Free, with access to features according to the Free plan.
When you create a HearthBook account, you automatically begin a 14-day Membership trial. No credit card is required. You can explore Membership features during the trial, subject to trial usage limits. When it ends, you can choose Membership for $19.99 per month or continue using HearthBook Free.
