You, the owner
The Case is yours. You keep full access to every folder no matter what else you set up, and nobody you share with can narrow it, lock you out, or hand it to somebody else.
Sharing
This is the part that changes everything.
Everything you put in your Case stays private until you say otherwise, and that privacy is the whole point right up until the afternoon somebody actually needs what is inside. A Case only you can see is a list. The moment one other person can see it, it is a plan. Sharing is how you decide who that person is, what they get to see, and it costs them nothing.
Why it matters
Information is not helpful while it is only yours.
Think about what actually goes wrong. Someone is admitted to the hospital and their daughter cannot name the cardiologist. A house sits empty and nobody knows the alarm code. There is a will, and no one can say which drawer it is in.
In nearly every one of those situations the information existed. It was written down somewhere, or somebody knew it. What failed was that the person who needed it could not reach it in time.
A Case you have filled in and never shared solves the writing-it-down half of that problem. Sharing solves the other half, and the other half is where people get stuck.
Inviting someone
You pick the person, then you pick the folders.
You type in your sister’s email. Then you go down the list of folders and choose what she sees. Health, yes. Finances, no. Pets, yes, and she can update that one.
Folder by folder you also decide whether she can only look, or look and make changes. Your sister can keep your mother’s medication list current without ever laying eyes on a bank account.
Then incase reads it back to you in an ordinary sentence, so you can check your work at a glance instead of interpreting a grid of checkboxes:
Ellen can see Health and Pets; can also update Pets.
What you are dividing up
Nine folders, and a separate decision for each one.
- About
- Health
- Home
- Pets
- Finances
- Passwords
- Keepsakes
- Estate Planning
- Wishes
Share one of them, all nine, or any handful in between. Every person you invite gets their own set, so what your brother can reach has nothing to do with what your neighbor can.
What they see
Exactly what you gave them, and nothing else.
Once your sister accepts, your mother’s Case appears on her own dashboard next to anything else she has been given. She opens it and finds the folders you chose, filled in and ready to use.
The folders you kept back stay on the list, greyed out behind a small padlock. Open one and incase tells her plainly: Home isn’t shared with you yet. If you’d like to see what’s here, ask Sue to share it with you. Nothing inside shows, not a preview, not one line.
So she sees the shape of your mother’s Case without seeing into the parts that are not hers, and she knows exactly who to ask if the day comes that she needs more.
What it costs
Sharing is free, for as many people as you want.
This is the part people do not expect, so it is worth saying plainly. Creating a Case is the only thing anyone ever pays for, and you are the one who pays it. Everybody you share with pays nothing.
Not a reduced rate. Nothing. Your sister, your brother, your mother, the neighbor who feeds the cat, your attorney if you want them in there. Each one sets up a free account, opens the folders you gave them, and no bill ever arrives. There is no charge per person, no seats to count, and no ceiling on how many people you invite.
If one of them later decides they want a Case of their own, for themselves or for someone they look after, they can create one, and that is the point at which they would pay for it. Until then they are just a person you trusted with something important.
$0
for every person you share with, forever
No limit
on how many people that can be
The three ways in
An owner, an optional manager, and as many trusted people as you need.
A manager, if you want one
One person, named by you, who sees and changes everything and can share the Case themselves. Usually the person the Case is about. More on this below, because it is the most useful thing here and the easiest to miss.
Trusted people
Everyone else. A sibling, a neighbor, the friend who keeps your spare key. Each one gets their own folders at their own level, decided separately from everybody else's.
The manager
Build it with them, then let them run it.
The most common thing people do with incase is build a Case for a parent. That starts out lopsided. You know some of it, and the rest lives in your mother’s head, or in a folder in the bottom of her filing cabinet.
So share it with her while you are building it. Give her edit access and fill it in together. You put in the insurance details you already have; she adds the doctor she has been seeing for twenty years and which cousin has the spare keys. You can do that sitting next to each other at her kitchen table, or from two time zones apart on a Sunday phone call. It is the same Case for both of you, and it updates as you go.
Then you can hand her the keys.
Make her the manager of her own Case. A manager sees everything, can change anything, and, the part that actually matters, can share the Case with other people herself.
Your mother no longer has to ask you to give her sister access to something. She decides that herself. It is a small change in the software and a large one in real life: you did the work of building it, and she is not a guest inside her own information. You keep full ownership and full access the whole time, and nobody can take that away from you. But the decisions about who sees her medical history are hers, which is probably where they belonged to begin with.
Where it stops
- Only you and the manager can share the Case at all. Someone you gave a folder to cannot pass it along to anyone else. Access spreads through the two people who are meant to control it, and nobody further.
- Naming a manager, and removing one, stays with you alone. A manager cannot appoint another manager, and cannot hand their own role to somebody else.
- There is one manager at most. You fill that seat deliberately, and it never quietly grows into a group.
Changing your mind
Anything you grant, you can take back.
Situations change. People drift apart and come back again. You might open up a folder for one week in March because somebody is covering for you while you travel.
You can widen what a person sees, narrow it, or remove them completely, and it takes effect right away.
You can also change an invitation that has not been accepted yet, which is the part nobody expects. Invited your brother to three folders on Monday and thought better of one of them on Tuesday? Edit it while it sits there waiting. Whatever you have settled on by the time he signs up is what he gets. Pull the invitation back entirely if you would rather. Hitting send does not commit you to anything.
In practice
Hardly anyone shares everything with everybody.
-
Your mother, as manager of her own Case
You build it, she keeps it current, and she decides which of her sisters gets to see what.
-
Your spouse
The whole Case, and either of you can change anything in it.
-
Your sister
Health and Estate Planning, so the two of you can look after your father together.
-
The neighbor who feeds the cat
Pets. Only Pets.
-
Your grown son
Everything to read and nothing to change, so he knows where things stand without carrying the weight of it.
The obvious question
“If I can share it, who else can see it?”
Only the people you invite, and only the parts you handed them. Sensitive details are encrypted one by one, there are no passwords anywhere in the system to steal, and nothing in your Case is ever read by AI.
See how we protect itA Case is a private thing you build for other people. Sharing is the moment it starts doing its job.
One person you trust, holding what they need, is the whole thing working.