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.
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.
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
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.
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.
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.
For Benefits Brokers
Add a differentiated benefit to the solutions you bring employers.
For Estate Attorneys
Stay connected after the estate plan is signed and help clients keep everything aligned.
For Financial Advisors
See the estate context around the assets you manage.
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.
We know the asset exists and where it belongs.
Ownership and intended outcome are mapped.
Relevant documents and professionals are connected.
Evidence of completion has been recorded and reviewed.
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.