ChronWiseChronWise

Sharing made simple

How to share your kit

Your ChronWise kit records where things are — never the secrets themselves. No account numbers, no passwords, no PINs. That's what makes it safe to keep copies and share it with the people who'd need it.

A finished kit only helps if the right person can reach it. This page shows you how, for whichever format you used. Pick yours below.

Who should you share with?Your “point person” — the one or two people you'd trust to step in during an emergency, or to handle things longer-term. It's the same person your Step-In Letter is addressed to. Sharing with more than onetrusted person is smart: it means there's always a backup.

Jump to

Printed PDFExcel fileGoogle Sheet

If you filled in the printed PDF

You wrote your kit out by hand — the simplest and most private option. To make sure it's useful:

  1. 1

    Store the original somewhere safe and findable

    A home safe, a fireproof document box, or a specific drawer. Not so hidden that no one could ever find it.
  2. 2

    Tell your point person where it is

    This is the whole point. A call, a text, or a note that says “if anything happens, my ChronWise kit is in the fireproof box in the office closet” is enough.
  3. 3

    Optional — make a backup copy

    Snap a clear photo of each page with your phone, or scan it, and save it somewhere you trust (your own cloud drive, or emailed to yourself and one trusted person). Because the kit holds locations, not secrets, a copy is safe to store this way.

That's it — the printed kit is done.

If you filled in the Excel file

You filled the kit on your computer. To share it:

  1. 1

    Save the file first

    Make sure your latest answers are saved (File → Save, or ⌘/Ctrl + S).
  2. 2

    Choose how to share it

    • Email a copy. Attach the saved file to an email to your point person. Simple and reliable — they get their own copy to keep.
    • Or use a cloud drive. If you use something like OneDrive, Dropbox, or iCloud Drive, save the file there and share the link with your point person.
  3. 3

    Keep it in three places (recommended)

    Your computer, a cloud copy or email-to-yourself, and with at least one trusted person. That way it survives a lost laptop or a forgotten password.
Tip: When you update your kit each year, remember to send the fresh copy — so the version your point person has is always current.

If you filled in the Google Sheet

This is the best option if you have a personal Google account and the people you want to share with do too. Google lets you share the sheet with a couple of taps, and you stay in control of who can see it. Here's exactly how.

On a computer

  1. 1

    Make sure the sheet is in your Google Drive

    When you opened the kit's Google Sheet link, it made a copy in your Drive. You'll find it at drive.google.com — look for a file named something like “ChronWise Readiness Kit.”
  2. 2

    Open the sheet, then click Share

    It's the button in the top-right corner (it has a person-with-a-plus icon).
  3. 3

    Add the person's email address

    In the box under “Add people and groups,” type the email address of the person you want to share with. It must be the email tied to their Google account.
  4. 4

    Choose what they can do

    Click the dropdown next to their name:
    • Viewer — they can see the kit but not change it. Recommended.
    • Editor — they can also make changes. Only choose this if you want them to help fill it in.
  5. 5

    Optional — add a short message

    So they know what it is — e.g. “This is our family's emergency and estate info. Please keep it somewhere safe.”
  6. 6

    Click Send

    They'll get an email with a link, and the file will appear in their Google Drive under “Shared with me.”

That's it — they now have access, and the file stays in your Drive under your control.

On a phone or tablet (Google Sheets app)

  1. 1

    Open the Google Sheets app

    Tap your kit to open it.
  2. 2

    Open the share menu

    Tap the three dots (⋮) in the top-right, then tap Share & export → Share.
  3. 3

    Add the person and send

    Type the person's Google email address, choose Viewer or Editor, and tap Send (the paper-airplane icon).

To change or remove access later

  1. 1

    Open the sheet and click Share again

  2. 2

    Click the dropdown next to the person's name

  3. 3

    Change or remove their access

    Choose a different permission, or select Remove access.They'll no longer be able to open it. You're always in control.
Share with more than one person for peace of mind — if one person is unreachable in an emergency, another can step in. And because the kit holds locations, not passwords or account numbers, sharing it this way is safe.

A map, not the keys

However you share it, the rule that protects you is the same: your kit points to where things are — it never stores the secrets. That's the whole idea behind ChronWise. Share freely with the people you trust; you're giving them a map, not the keys.

Still have a question? Reply to any ChronWise email, or reach Sidd directly at sidd.saran@chronwise.com / 609-285-3560. A real person answers.