Overview
Sharing lets you give the people you trust access to specific items in your account, on your own terms and while you are still here. You choose what to share, who to share it with, and you can change or revoke that access at any time. Nothing ever leaves the secure confines of Inheritable.
Almost everything can be shared. Passwords, documents, finances, possessions, plans, and wishes: nearly every item carries a Share With option. Choose a contact and they see exactly what you have shared, and nothing else.
Anyone you share with gets a clear, read-only view. They can see what you have given them but cannot edit, move, or delete it, and it all sits together in their Trusted Access screen. Because the data still belongs to you, if you later update a shared record they will always see the latest version automatically.
Files and folders work the same way. From your Digital Vault you can share a single file or an entire folder in a couple of taps, with no email attachments, no stray links, and no wondering where they ended up.
Advisers are the one exception to read-only. You can invite a solicitor, adviser, or broker into a dedicated Trusted Advisor folder with read and write access, so they can work alongside you in the one place you both trust. They use their own web portal, see only what you allow, and every action is audited.
Staying in control
You stay in control of sharing at all times.
Now or later. Share something today, or set it to be released later to the people you name.
A switch per feature. Each feature has its own Share Toggle at the top of its screen that turns all of that feature’s sharing on or off at once. When it is off, nothing from that feature is shared with anyone, even if individual entries still have a contact set. Your per-entry choices are always preserved, so you can switch everything back on later without setting it up again.
Revoke anytime. Change your mind and access is gone. Remove a contact from an entry’s Share With field, or turn a feature’s Share Toggle off, and the change takes effect immediately.
Enforced by design. Sharing is governed by strict database rules (row-level security), not just by what is filtered on screen, so the right people, and only the right people, can ever reach your information.
Who you can share with
Family. Share what keeps a household running and what family needs in an emergency: passwords, easily forgotten contacts, key documents, and the bigger picture.
Friends. Share the things you would normally swap with trusted friends, such as trip bookings, a shared password, or a set of details.
Colleagues. Keep work moving with a shared login, a project folder, or contacts to cover for you. Shared read-only.
Digital Executors. The people trusted with your estate receive full access to your account on your passing, once all the usual checks are complete.
Trusted Advisors. Invited advisers get read and write access to a dedicated shared folder, working through their own web portal and seeing only what you allow. Add as many as you like, with everything fully audited.
On-screen controls
Share With. On almost any entry, tap the Share With field and choose one or more of your Key Contacts. They gain read-only access to that item through their Trusted Access view.
Feature Share Toggle. The single switch at the top of a feature that enables or disables all sharing for that feature. Your individual Share With choices are kept while it is off.
Share a File or Folder. From the Digital Vault, share a single file or a whole folder inside Inheritable, without sending anything outside the app.
Trusted Advisor Folder. A two-way, read and write folder shared with an adviser you have invited. Files kept here move between you and them securely and cannot be made private.
Shared by Me. Found in Trusted Access, this is a single view of everything you have shared from right across Inheritable, grouped by feature, showing who can see each item. It is the quickest way to review your sharing at a glance.