Sharing safely and effectively with trusted people
Sharing allows family, spouses, or executors to access essential information in emergencies. Use permission controls and clear instructions to protect privacy while ensuring access.
Sharing methods:
- Invite collaborators to your inventory app with view-only access
- Export a PDF snapshot and store it in a shared secure location
- Leave instructions and passwords with an executor or use a sealed note in a safe
What to provide:
- A summary page with key items and locations
- Access to receipts and legal documents as needed
- Clear contact info and steps to access backups
Security tips:
- Use two-factor authentication and limit editing rights
- Consider time-limited links or encrypted email for sensitive files
A thoughtful sharing plan ensures trusted people can act on your inventory when necessary without compromising security.