Before sharing a guide, think about who would benefit from the information and whom you trust to read it. Familiarity alone is not the same as trust. Choose people you personally know and feel comfortable giving access to the whole guide.
It can help to have a conversation first. Explain that you have organized practical details so they would have somewhere to begin if you could not explain things yourself.
Explain what sharing means
A Trusted Person can read the guide after accepting access through their account. They do not need to wait for a future event. The guide includes your personal message and instructions, along with future updates while their access and your subscription remain active.
Being invited does not give the person legal authority to act for you. The guide is practical information, not a will, power of attorney, or another legal appointment.
Share with more than one person if useful
You can invite multiple Trusted Persons. Consider whether they each need the information and how you want to discuss practical responsibilities outside the website. Access does not automatically assign tasks or create a shared completion checklist.
Each Trusted Person's completion progress is separate. One person's marked item does not mean another person has completed it.
Review access over time
You can remove a person's access, including rescinding an invitation before it is accepted. You can also choose whether to allow that person to download a PDF; downloads are off by default.
Removing access or disabling downloads does not delete copies that were previously saved, printed, copied, or photographed. Consider that before sharing. Online access also depends on your subscription remaining active.
A thoughtful invitation is about clarity as much as access. Tell the person what they are receiving, why you chose them, and which questions still belong with a provider, professional, or formal document.