From scattered intentions to verified family continuity.
HomesHub turns disconnected spreadsheets, deeds, and insurance folders into one living, synchronized picture of your household.
How your living estate map is built and maintained
IDENTIFIED
Know what you have and who is in your circleCatalog your real estate, retirement accounts, brokerage funds, business interests, and insurance policies alongside your family core and designated guardians.
STRUCTURED
Map titling and beneficiary designationsUnderstand how each asset is legally titled (JTWROS, Trust-owned, Sole Ownership) and who is designated to inherit each dollar (Primary & Contingent Beneficiaries).
DOCUMENTED
Track verified physical & digital original locationsNo confidential file uploads required. HomesHub registers the execution date, key provisions, and exact storage location (e.g., Home fireproof safe, Attorney vault) of signed originals.
CONFIRMED
Deterministic review of gaps and legal conflictsOur rules engine continuously compares your intentions against legal reality, alerting you if a deed contradicts a will, if a minor is named directly, or if designations are missing.
When life changes, HomesHub updates your priorities automatically.
Estate plans become outdated because life happens continuously. Trigger any life event in 1 click and our rules engine generates tailored action steps.
New Property Purchased
Prompts deed titling confirmation, homeowner insurance alignment, and homestead exemption.
Birth of a Child
Prompts guardian designation, term life review, and trust contingency allocation.
Marriage / Remarriage
Flags pre-existing beneficiary designations on 401(k) and elective share rules.
Relocation to Florida
Prompts Florida durable power of attorney and healthcare surrogate execution.
New Business / LLC
Connects operating agreements and business succession ownership.
Change in Advisor
Updates trusted contact access and revokes outdated permissions securely.