Product

Here’s what you can do because it’s together.

HearthBook brings your people, documents, financial information, plans, and trusted access together so you can understand what you have, see how it connects, and use it when you need it.

Four diverse young adults collaborating over documents at a wooden table in a modern room.

Know what you have, who it belongs to, and how it connects.

Life Map turns your information into a working view of your life. Connect people, legal entities, assets, and liabilities, move or update them as things change, and keep those relationships available to the documents and tools that rely on them.

People, relationships, and entites

Keep relationships current as life changes and connect the same people to documents, accounts, events, and trusted access. Add trusts, LLCs, corporations, and other entities and connect them to the people and information they relate to.

Add a person or entity - Once added to your Life Map, related documents, assets, liabilities, and ledgers can connect back to it.

Assets and Liabilities

Add property, accounts, investments, loans, and other financial details to the people or entities they belong to. Update them as things change and keep that information available throughout HearthBook.

Add an asset or liability - Once it is on your Life Map, documents, insurance, estate-planning details, and extracted information can all connect to the same record.

Life Tools

Money tools build on the financial information you already keep in HearthBook.Tools for understanding and managing the financial information already in HearthBook.
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Use them to see your overall picture, track recurring costs, follow investments, and keep focused records for a property, project, or LLC. They are designed to make your information more useful.

Net Worth Snapshot — See your assets and liabilities together in one clear view.
Micro-Ledger — Keep a focused record of income, expenses, and equity for a property, project, or LLC.
Subscriptions — See recurring services, costs, renewal dates, and what you may no longer need.
Stock Tracker — Follow selected stocks with quotes, news, and SEC filings.
Crypto Tracker — Follow major digital assets with prices, charts, and project research.

Net Worth Snapshot

See your assets and liabilities together in one clear view. Net Worth Snapshot uses the financial information already in HearthBook to give you a current picture of what you own, what you owe, and how those pieces add up. It is useful for regular check-ins, planning conversations, or simply understanding where things stand without rebuilding the picture in a separate spreadsheet.

Micro-Ledger

Keep simple financial records without turning a small need into a full accounting project. Micro-Ledger lets you track income, expenses, and equity for something specific, such as a rental property, side project, or an LLC. It is designed for situations where you want an organized record of transactions without setting up a more complex bookkeeping system.

Subscription Manager

See recurring services and costs in one place instead of discovering them one charge at a time. Track what you subscribe to, what it costs, when it renews, and which payment method it uses. HearthBook can also help surface subscription information so you can review what is still useful and what may no longer be worth keeping.

Stock Tracker

Follow the investments you care about without turning HearthBook into a trading platform. Stock Tracker lets you keep an eye on selected companies with market information, news, and SEC filings in one place. It is useful for staying informed about holdings or companies you want to watch alongside the rest of your financial picture.

Crypto Tracker

Keep major digital assets visible alongside the rest of your financial information. Crypto Tracker lets you follow selected cryptocurrencies with prices, charts, and supporting project information so you can understand where those assets fit within your broader picture. It is for tracking and context, not trading, in a simple format for anyone who is interested in crypto.

Connection tools help you use the people and contact information already in HearthBook to stay in touch and remember important moments. They turn organized contact details into practical ways to plan for birthdays, anniversaries, and seasonal mailings.

Birthday Planner — Keep birthdays and anniversaries visible and review upcoming dates that may need your attention.
Holiday Cards — Use the contact information already in HearthBook to prepare addresses for cards and seasonal mailings.
Social Media Organizer — Coming soon - Social Media Organizer — Coming soon

Birthday Planner

Keep important dates from slipping through the cracks. Birthday Planner brings birthdays and anniversaries from your HearthBook contacts into one place, giving you a simple way to see what is coming up and review the people or occasions you may want to plan for.

Holiday Cards

Turn your contact list into something you can actually use. Holiday Cards helps you pull together names and mailing addresses from HearthBook so you can prepare seasonal cards and mailings without rebuilding your address list somewhere else.

Planning tools help you take a clearer look at the information already in HearthBook and identify areas that may deserve attention. They bring estate and insurance details into a more useful view so you can prepare for conversations, spot gaps, and make more informed decisions with the professionals you trust.

Estate Summary — Bring key estate information together in a clear summary that is easier to review and discuss.
Estate Readiness — Review important estate-planning areas and identify information or documents that may still need attention.
Insurance Review — See your insurance information together and review coverage details that may be worth revisiting.

Estate Summary

See what is in place and what may still need attention. Estate Readiness helps you review important estate-planning areas, identify missing or incomplete information, and prepare for next steps or conversations with a qualified professional.

Estate Readiness

Insurance Review

See your coverage information together instead of one policy at a time. Insurance Review brings key policy details into a clearer view so you can understand what coverage you have, spot areas you may want to revisit, and be better prepared for conversations with your insurance professional.

Home tools help you work through practical decisions tied to property, financing, and the professionals who may be involved. They give you focused ways to compare options, organize key details, and find help when you need it.

Loan Sherpa — Compare loan scenarios and see how different terms, rates, and payment structures may affect the overall picture.
Find a Pro — Search for local professionals, such as attorneys, advisors, and other specialists, when you need outside expertise.

Loan Sherpa

Compare loan options without getting lost in the details. Loan Sherpa helps you look at different rates, terms, payment structures, and other financing scenarios side by side so you can better understand the tradeoffs before making a decision or talking with a lender.

Find A Pro

Find professional help when a situation calls for it. Find a Pro helps you search for attorneys, advisors, doctors, contractors, and other specialists in your area, giving you a practical starting point when you need services beyond what HearthBook provides.

Contacts

Keep the people and organizations in your life connected.

Contacts is a personal contact organizer to keep track of the people, professionals, and companies you rely on. Keep names, relationships, important dates, contact details, and notes organized in one place, then use those same records throughout Life Map, Documents, Life Tools, and trusted access.

Companies & professionals

Keep attorneys, advisors, doctors, insurers, lenders, service providers, and other organizations alongside the people they support. Connect them to documents, accounts, Life Map records, and planning tools when they are relevant.

Share what matters with the people you trust.

HearthBook gives you two ways to involve people you trust. Collaborators can help with everyday organization, while Emergency Access lets you prepare for times when important information may need to be reached without you. You choose the people, permissions, and level of access.

Collaborators

Invite a spouse, adult child, advisor, or another trusted person to help with your HearthBook. Each collaborator signs in with their own account and works within HearthBook’s collaborator access rules, so you can involve others without sharing your login or giving access to everything.

Up to three collaborators included for all users
Separate account and sign-in for each person
Change or revoke access when needed
Share your Life Map and selected documents
Optional watermarking for shared documents
Audit shared document activity via the Documents section

Emergency Access

Make important information reachable when you can’t share it yourself.

Choose trusted people ahead of time and decide what they can access if an urgent situation arises. HearthBook can make selected information available right away, while keeping broader access behind the safeguards and waiting period you configure.

1. Choose who you trust

Add one or more emergency contacts and configure their access individually.

2. Make key information available immediately

Choose selected documents, contacts, companies, and other important information that can be reached immediately when needed. This gives trusted people access to the essentials without opening everything.

3. Protect broader access with safeguards

If broader access is ever needed, HearthBook follows the notification and waiting-period settings you configured before that access can take effect.

Immediate Access

Selected key documents that you've uploaded into the documents area
Key contacts and companies
Emergency medical information, if enabled
Available without opening the rest of HearthBook
Can be revoked at any time without removing the Emergency Contact

Broader Access with safeguards

Wider access
Notification before access takes effect
Waiting period you configure
Opportunity to stop the request before access opens

Emergency Access setup - Manage emergency contacts, access type, medical access, and waiting periods.

Add an emergency contact - Invite someone you trust and decide what they can access before sending the invitation.

Immediate access view -
What selected information looks like when opened right away.

Broader access view - What the wider view-only experience looks like after safeguards are met.

Bring what matters together.

Start free and make the people, information, documents, and plans that matter easier to find, understand, and use.

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