What incase is.
incase is a private place to keep the information your family will need if something happens to you — and the reference you use while nothing is. Doctors and medications. Home codes and service providers. Wishes, passwords, where the will is kept. The recipe that came from Grandma.
It is not a vault. It is not a database admin panel. It’s closer to the way organized people already keep notes — only legible to the people you choose to share with, and ready when they need it.
How a Case works.
A Case is one person’s life information. It can be your own, or someone you’re organizing on behalf of — a parent, a spouse, a sibling. You can have more than one Case.
Inside a Case, information is organized into nine folders: About, Health, Home, Pets, Finances, Passwords, Keepsakes, Estate Planning, and Wishes. Each folder holds the kind of information its name suggests, and you can fill them out in any order — they’re not steps to complete in sequence.
You don’t need to finish a folder before moving on. Most people fill in what they know off the top of their head, then come back to add the details they need to look up. incase saves as you go.
Three ways to fill it in.
The same information can be entered through three different surfaces, depending on how you like to work. None of them are required — pick whichever fits your moment.
Dashboard
The home view for a Case. You see every folder at once, with a snapshot of what’s inside each. Click into any folder to see and edit its contents directly. Good for when you know exactly what you want to add.
Walkthrough
A guided conversation that asks one question at a time. It moves through the Case in a thoughtful order — the things a family would need first if something happened, before the things you’d only need eventually. Good for when you’d rather be led through than hunt for what to add next.
The Walk through link in the top nav and the per-folder walk-through button (visible inside any folder you can edit) both open the same conversation — the button just starts you in that folder. Same walkthrough either way; your progress carries between them.
Review
A list of what’s still open, prioritized by what’s most useful to a family in a crisis. Good for a periodic check-in: open Review, see the top few items, fill in what you can, move on. The list naturally shrinks as you go.
Answering a question in the Walkthrough fills the same field as adding it on the Dashboard or resolving it from Review — the three surfaces share one source of truth.
How sharing works.
A Case is private to you by default. Nobody else can see it — not your spouse, not your siblings, not us — until you invite them.
When you share a Case, you choose what each person can see and do. Three options:
- See and update everything. They can read every folder and make changes.
- See everything, no changes. Read-only across the whole Case.
- Pick what they can see, folder by folder. Some folders hidden, some view-only, some they can edit.
You can change someone’s access at any time, or revoke it entirely. We log every access to your Case — you’ll have a record of who saw what and when.
Open the Share tab inside a Case to invite someone or to manage who already has access.
Frequently asked questions.
We’re building this section out from real beta questions. Send us anything that surprised you, anything you went looking for and couldn’t find — that’s exactly what belongs here.
Need more help?
Email us at [email protected] and we’ll get back to you. During beta this is a real human reply, not a ticket queue — tell us what’s confusing, what’s missing, what you wish worked differently.
A self-service support center with search and ticket history is on the way.