Keep the packet in its folder
The fictional Whitmore family keeps its 2026 Family Review Packet in a folder. The folder gives the document a familiar filing place.
Connected document organization
Family document organization.
One file. Every connection.
Family Admin Hub connects important documents to your properties, LLCs, trusts, accounts and people. In the private-development desktop workspace, keep one file linked to several records and find it through its folder, document details or a related record.
In private development · Built for the connected family picture
Private development preview
One document.
Every place it belongs.
See Family Admin Hub Scanner work with a fictional insurance renewal: scan or open a PDF from Android email or Files, review it, choose access, connect it to the records it belongs to, print it, and find it later.
Fictional data only. Final screens may change while Family Admin Hub remains in private development.
Read the video transcript
Your phone can do more than make a PDF. This is Family Admin Hub Scanner.
Scan a document, or on Android open a PDF straight from email or Files to read it, keep it, or discard it.
Before saving, review the pages. Straighten, turn, reorder, or remove a page. OCR suggests a name; accept or change it, choose a folder, and decide Family or Only me.
Then connect it to the real parts of your life. This fictional insurance renewal belongs to Juniper Court and Whitmore Properties LLC. It stays one document, connected to both.
Need a paper copy? Print directly from the Scanner. Later, find the same document from the property, the company, or the Insurance folder.
Family Admin Hub Scanner does more than capture paper. It keeps important records connected.
Final screens may change while Family Admin Hub is in private development.
Desktop document organization
Find the document.
Keep the connections.
See how document organization works on the desktop: keep a familiar folder structure, search the document list, and browse the records a document is attached to. This fictional example connects one document to a property, company, family trust and brokerage account.
Fictional Whitmore demonstration data only. Family Admin Hub remains in private development; final screens and availability may change.
Read the desktop video transcript
Several ways in. A phone scan, an upload, or added right here. One library.
From here, the desktop workspace gives you the full picture. Find it in the folder, in search or the document list, or through any linked record.
Preview it, with its relationships beside it. One document can stay connected to the property, the company, the family trust, and the brokerage account it belongs to.
All four records, in one place. Less searching.
One document. Every place it belongs. Family Admin Hub.
Family Admin Hub is in private development. Fictional demonstration data.
One document, several ways to find it
The property. The LLC.
The same document.
The desktop video above shows a fictional family review packet connected to four records. Here is how that document organization works, without copying the file into a separate folder for every relationship.
Connect the same document to four records
That packet is attached to a property, Whitmore Properties LLC, the family trust and a brokerage account. These are links to the same document, not four separately filed copies.
Return through the record you remember
Search the packet by name, open its folder, or expand a relevant Attached to category and choose the linked record. Preview the document with its relationships beside it.
Folders and linked records work together
File it once.
Find it from the context you have.
The Attached to list groups documents by the records they belong to. A folder remains your filing choice; a property, company, trust or account is another route back to the same document. Existing access permissions still apply.
Explore rental property documents
Fictional demonstration data. Private development; final screens and availability may change.
Start with the clue you have
Less hunting.
More knowing where to look.
Document organization should help when you remember only part of the answer. Family Admin Hub is being built to make the document’s own details and its relationships useful ways back to the record.
Search the way you remember it
Look by document name, type, tag, folder, or the record it is filed under. Start with the clue you have instead of recreating a filing system in your head.
Link one document to several records
A document can be filed under each related record. A trust document, for example, can stay connected to the trust, the people involved and the property it affects.
Keep the context with the record
Move from a property, account, entity, trust or person to the documents connected to it. The document is organized as part of the relationship, not only as a standalone file.
A document is rarely alone
One record.
Many places it belongs.
Important documents often cross the boundaries of ordinary filing. The same record can matter to a home, a business, a trust, an account and the people responsible for them. Family Admin Hub keeps the larger picture in view.
Properties
deeds, leases, insurance and improvement records
Entities
formation records, ownership documents and agreements
Trusts
trust instruments, amendments and supporting records
Accounts
statements, confirmations and account correspondence
People
identification, correspondence and family records
Estate records
planning documents and records for advisor conversations
Connections and availability vary as the program develops. Organizing a record does not create legal, tax, insurance or financial advice.
From paper to a searchable record
Scan it when
you have it in hand.
The Family Admin Hub Scanner for Android is in private testing. With an existing account, it creates a searchable PDF and sends it to the program’s Scans To File area, ready for review and organization.
It is one practical path into the same connected document workspace. Public sign-up has not been announced.
Explore the mobile appsThe Family Admin Hub difference
Documents are part of
the family’s whole picture.
A lease belongs with a property. A formation document belongs with an entity. A trust instrument belongs with the trust and the people it serves. Family Admin Hub is being built around those real-world connections, bringing document organization into a wider program for family administration.
Explore what we're buildingA few useful answers
Document organization,
explained.
What is document organization software for a family?
It is a way to keep important household and financial records findable and connected to the parts of life they support. Family Admin Hub is being built so a document can be found by its own details and through the property, entity, trust, account or person related to it.
How do I organize rental property documents?
Keep leases, inspection reports, insurance records and receipts in the same connected workspace as the property they describe. Family Admin Hub is being built so one document can stay filed in a familiar folder while also being connected to the property, entity, trust, account or person it belongs to.
Is a folder the same as Filed under?
No. A folder is a place you choose to put a document. Filed under connects that document to a related record in the program. A document can use both, so you can keep a familiar folder structure while also making the relationship to a property, trust, account or other record clear.
Can one document be connected to more than one record?
Yes. A document can be filed under as many related records as it belongs to. That is useful when one agreement, policy or record matters to several parts of a family’s administration.
How do I keep documents linked to both a property and its LLC?
Keep the document in its folder and attach it to the related property and company records. The same document can also connect to a trust or account when relevant. In the fictional desktop demonstration, one family review packet is linked to all four. Find it through its folder, search or the Attached to record list; these links do not create four separate copies. Existing access permissions still apply. Family Admin Hub remains in private development.
Can I find a document without remembering its folder?
Yes. In the desktop Documents workspace, search by name, type, tag or attachment, or expand the Attached to categories to browse related properties, trusts, accounts and other records. A document can remain in one folder while connected to several records. The desktop demo shows this with fictional data; Family Admin Hub is in private development.
Is there a mobile document scanner?
The Family Admin Hub Scanner for Android is in private testing. It requires an existing Family Admin Hub account and sends a searchable PDF into the program’s Scans To File area. It is not available for public sign-up.
Can I sign up to use document organization today?
Family Admin Hub is in private development. There is no public sign-up or announced launch date. Contact the team to ask about the product and availability.
Begin with the records that matter
A clearer home
for important documents.
Tell us what you are trying to keep organized.
Contact the Family Admin Hub team
Private development. Public availability has not been announced.