HearthFile
Your complete home record, beautifully organized

Every home, thoughtfully managed.

Owning multiple homes should feel like freedom, not a second job. HearthFile keeps every property organized, documented, and ready — so you can enjoy them instead of manage them.

Everything in order, across every home

Every residence in one private record

From a Manhattan pied-à-terre to an Aspen retreat — deeds, title insurance, surveys, manuals and contracts, indexed by property and always at hand.

Renewals handled before they surface

Homeowner's policies, umbrella coverage, HOA dues and alarm monitoring — tracked across every state, with discreet reminders well in advance.

Composure when something goes wrong

A pipe bursts at the lake house while you're abroad. The right contractor, account number, warranty and last service visit — found in seconds, from any device.

Designed for households with more than one address

Built around how high-net-worth households actually operate: estate management, household staff, vendors, capital improvements, insurance and finance — each in its proper place.

Set up for you, end to end

A dedicated specialist onboards your properties, ingests historical documents, and configures your portfolio. You arrive to a system already in order.

Discretion by default

Your portfolio is private to you. Grant scoped access to a spouse, family office, attorney or estate manager — and revoke it just as easily.

Done for you

You don't set this up. Stephanie does.

As part of my home management service, I set up and maintain HearthFile — a private organized system for everything important about your properties.

  • Personal onboarding for each property
  • Historical document retrieval and organization
  • Ongoing maintenance — your portfolio stays current
  • Direct line to your assistant, not a help desk
Inquire with Stephanie
SD
Stephanie Dalton
Founder · Personal Assistant Services

Stephanie has spent more than a decade supporting principals and families with complex households — coordinating estate staff, vendors, insurers and contractors across multiple residences. Her practice is built on discretion, attention to detail, and a quiet preference for systems that simply work.

She sets up HearthFile for every client personally — and remains on call as your home portfolio evolves.

Engagements · By referral and inquiry
Private inquiry

Send Stephanie a note

Held in confidence. Replied to personally.

By invitation

Let us bring your properties into order.

Share your portfolio with a HearthFile specialist. We'll build out your private record, property by property, and hand you the keys.

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