Your important information ends up everywhere.‍
‍HearthBook brings it together in one place.

Organize the people, important documents, financial information, and plans that matter to you in one place, so you can find what you need and be better prepared for what comes next.

A woman with short curly hair wearing a beige sweater sits at a wooden table using a laptop displaying a goal-setting guide with options like organizing her home, protecting her family, building financial stability, and planning what's next. The table has a notebook with a pen, a coffee mug, and a vase of white flowers. Behind her is a bright room with windows, shelves with plants, books, and framed pictures.
Why HearthBook
Life gets scattered.
HearthBook Life Map financial overview showing net worth $2,309,910, total assets $2,949,700, liabilities $639,790, and insurance coverage $60,000. Household includes Daniel and Priya Marlowe, children Sofia Marlowe-Reyes and Ethan Marlowe, and grandchild Leo Reyes. Other family members listed. Legal entities include Blue Spruce Properties LLC, Marlowe Family Revocable Trust, Priya Marlowe Consulting Inc., Shiloh Hill LLC. Assets and coverage divided into cash & bank, investments, retirement, real estate, insurance, and personal property accounts with values and account details. Liability accounts list mortgages, credit cards, and loans with balances. A detailed financial dashboard for tracking family assets and liabilities.

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.

See the full picture

  • Keep important information in one place
  • See how the pieces of life connect
  • Make it easier to find what matters later
  • Help the right people find what they need
Learn More
Learn More
How HearthBook works

Everything important, easier to see and use.

Financial dashboard showing net worth of $2,193,990, total assets of $3,074,700, total liabilities of $880,710, 23 accounts tracked, and 36 contacts. Reminders include Netflix renewal on Nov 9 for $22.99 and Costco Executive renewal on Nov 15 for $130. Upcoming payments listed for Netflix, iCloud+, Costco Executive, and NYT All Access. Ask HearthBook section offers guidance and FAQs. Financial picture categorizes cash & bank, investments, real estate, insurance coverage, and total liabilities. Calendar view shows financial events and reminders for November 2026 with auto-pay loans and payments.
Contacts list interface showing tabs for People, Companies, and Notes with People tab active. Search bar and buttons for adding or importing contacts on top. Contact categories include Family, Friend, Professional, Business, Other, and New with sorting option last name A to Z. A vertical list of contacts with names, phone numbers, emails, tags (e.g., Professional, Family, Friend), and upcoming dates is shown. The selected contact is Priya Marlowe, labeled Family and Grantor, with details displayed on the right side including email, cell number, birthday (Jun 2, 1974), anniversary (Apr 1, 1997), estate role, and no address, companies, or social links added.
User interface of a digital document management system showing 14 documents categorized by types like Estate Planning, Medical, Insurance Policies, Real Estate, with document titles such as Durable Power of Attorney and Healthcare Directive. Options include searching documents, uploading, linking new documents, sharing files, renaming, deleting, and opening documents. The interface also shows document statuses like AI extracted information and encrypted file protection.
Screenshot of a webpage section titled 'Life Tools' featuring four categories of tools: Money with five options including Net worth snapshot, Micro-Ledger, Subscriptions, Stock tracker, and Crypto tracker; Connection with two options: Birthday planner and Holiday cards; Planning with three options: Estate summary, Estate readiness, and Insurance review; Home with two options: Loan Sherpa and Find a Pro. Each tool has an icon and brief description, with some marked as AI powered.
Settings page open to Emergency access tab showing form to edit emergency contact details including first name Matt, last name LaBoure, email support+matt@hearthbook.com, optional phone field, options for access level with 'All areas — view only' selected, checkbox for Emergency medical access enabled, and waiting period dropdown set to 72 hours recommended. Buttons to Save changes or Cancel are below.
Screenshot of a webpage section titled 'Life Tools' featuring four categories of tools: Money with five options including Net worth snapshot, Micro-Ledger, Subscriptions, Stock tracker, and Crypto tracker; Connection with two options: Birthday planner and Holiday cards; Planning with three options: Estate summary, Estate readiness, and Insurance review; Home with two options: Loan Sherpa and Find a Pro. Each tool has an icon and brief description, with some marked as AI powered.
Process

Getting started is easier than you think

01
Create your account

Create your account and explore Membership features for 14 days, with no credit card required. Begin organizing your information at your own pace.

02
Choose what matters

Your HearthBook Guide helps you choose what matters most, then walks you through getting started with simple steps and helpful examples.

03
See your picture grow

Add people, accounts, property, and important details at your own pace. As you go, your Life Map shows how everything connects.

04
Include people you trust

Invite collaborators to view your Life Map, or set up Emergency Access so important information can be reached when needed.

HEARTHBOOK PRICING

Start free. Find what works for you.

Free
$0
A lasting place to organize what matters.
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Life Map
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People & Contacts
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HearthBook Guide
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Core organization
Get Started Free
Get Started Free
Membership
$19.99/Month
More tools for organizing and preparing.
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Everything in Free
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Emergency Access
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Protected Documents
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AI Extract & imports
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Life Tools
Start 14-Day Free Trial
Start 14-Day Free Trial
Enterprise
/Coming Soon
HearthBook for advisors and organizations.
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Co-branded experience
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Client invitations
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Sponsored Memberships
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Partner pricing
Coming Soon
Coming Soon
Try HearthBook Membership free for 14 days. Explore Membership features with no credit card required. When your trial ends, choose to continue with Membership or enjoy HearthBook Free. Your saved Life Map information stays with you.
‍Trial usage limits apply.
VIDEOS

See HearthBook in action

Introducing HearthBook
Your Important Information, In One Place
▶ Watch Video
Product Overview
Get to Know the Platform
▶ Watch Video
Creating Your Account
Registration& Security Setup
▶ Watch Video
YourHearthBook Guide
GetStarted One Step at a Time
▶ Watch Video
Emergency Access
Howto Set Up and Use It
▶ Watch Video

Bring what matters together.