YOUR FAMILY'S PRIVATE HOME BASE

Know what you have.
Know who it's for.
Know what still
needs attention.

HomesHub keeps your family, properties, assets, insurance, beneficiaries, important documents and advisors connected in one living view—so you can see whether what you intend and what you've put in place are aligned.

Build Your HomesHub

See How It Works▷

Private by design

•

User-controlled sharing

•

Built for families

My Estate

Total Value (Estimated)$8.2M

Connected Family GraphLive

My Family

8 Core Domains MappedActive Living Graph

Continuity Overview

$6.9M

Continuity Confirmed

$1.3M

Needs Attention

3 Items to Review>

Recent Activity

Property ownership2d ago

Beneficiary review10d ago

Family Trust18d ago

1,200+

Households Organized

99.4%

Continuity Readiness

100%

Zero-Knowledge Encryption

250+

Trusted Advisors & Brokers

Connected Household Pillars

Everything that matters, connected.

From your primary residence to digital accounts, HomesHub structures your entire family world into clear, accessible categories.

Home

Properties and what supports them.

Family

People who matter most.

Insurance

Policies that protect you.

Assets

Accounts, investments, and valuables.

Documents

Important files, organized.

Estate

Plans, wishes, and beneficiaries.

Interactive Living Graph

See the full picture, not just stored files.

HomesHub helps you understand what you own, who matters, what supports it, and what may need attention when life changes.

Tap or hover over any node to inspect details

Family

Home

Insurance

Documents

Advisors

Estate

Clarity

Understand your full picture in one living view.

Continuity

Keep your plans and information current as life evolves.

Coordination

Align the right people with the right information.

Real-Time Health Meter

Stay up to date as life changes.

HomesHub continually analyzes your family structure and assets, alerting you when life events or beneficiary gaps need your attention.

Estate ReadinessActive Score

3 items need review

1 life event pending review

Last reviewed May 10, 2024

What needs your attention

Review beneficiary on retirement account

Action Required

Confirm trusted contact

Pending

Update real estate document

Verified

HOMESHUB FOR EVERYONE WHO MATTERS

Built for families. Distributed through trusted relationships.

HomesHub equips leading professionals to deliver enduring digital estate clarity to the households they serve.

For Employers

A meaningful financial wellness benefit that goes beyond the workplace.

Explore for Employers

For Preneed & Family Care

Provide families with a simple Family Information Guide: What I have, where it is, and who to call.

For Preneed Partners

For Estate Attorneys

Stay connected after the estate plan is signed and help clients keep everything aligned.

For Attorneys

For Financial Advisors

See the estate context around the assets you manage.

For Advisors

From intention to confirmation.

HomesHub helps you move from knowing what you want to making sure the right steps are in place.

We don't replace your attorney, financial advisor or other licensed professionals. We help you see what's in place and what may need attention.

01IDENTIFIED

Primary Residence

Coral Gables, FL

$875,000

Northwestern Life

Policy #NW-8902

$1.5M

We know the asset exists and where it belongs.

02STRUCTURED

Titling StructureJTWROS

Primary: Elena Miller (100%)

Contingent BeneficiariesSofia & Lucas (50/50)

Ownership and intended outcome are mapped.

03DOCUMENTED

Deed_Gables.pdf

Verified Original

Safe

Robert SterlingEstate Attorney Attached

Relevant documents and professionals are connected.

04CONFIRMED

Continuity Confirmed

$6.9M

Attorney Sign-off

Ready

Evidence of completion has been recorded and reviewed.

Bank-Grade Architecture

Private, secure, and controlled by your household.

User-controlled sharing

You decide what to share, with whom, and when.

Role-based permissions

Granular access for family and trusted professionals.

Activity history

See who accessed what, and when.

Secure storage

Bank-level encryption keeps your data safe.

Ready to bring clarity to what matters most?

Create your private HomesHub or request a demo for your organization.

Get Started Request a Demo

Know what you have.Know who it's for.Know what still needs attention.

Everything that matters, connected.