§ Sharing & Stewardship
Who can see what , and why .
In a vestry, the keys are not assumed — they are given, and they are recorded. We've built sharing the same way. Every permission visible. Every access earned.
§ 01 · Roles
Four roles. No ambiguity.
The person the record belongs to. Has the only key that can change the architecture — add rooms, remove stewards, rotate recovery.
Can — Read & edit everything — Add & remove stewards — Delete the vault
Always can't Transfer ownership without 7-day waiting period
Co-owner
Spouse, partner, parent
Equal rights to the household vault. Any change to stewardship requires both owners to confirm. Both receive every summary.
Can — Read & edit everything — Propose changes to stewards
Can't alone Remove a steward Delete the vault
Steward
Executor, trustee, close kin
Named to act on a specific part of the vault at a specific time. Can see only what they need. Every view is logged and surfaced to the owner.
Can, by room — See the rooms you've chosen — Act on them under agreed triggers
Can't See other rooms Invite others Change anything you've written
Witness
Professional advisor, attorney
Read-only, time-limited. Used during plan review. Access auto-expires on a date you set.
Can — Read what you've shared — Leave a comment
Can't Change anything See steward list Export
§ 02 · Permissions matrix
Written down. Visible in the app, visible here.
Room / record
Owner
Co-owner
Steward
Witness
Will & trust Read + edit Read + edit Read on trigger — Medical directives Read + edit Read + edit Read anytime* — Financial inventory Read + edit Read + edit Read on trigger — Digital accounts Read + edit Read + edit Read on trigger — Final wishes Read + edit Read + edit Read anytime — Letters & messages Read + edit By consent On delivery date — Steward list Read + edit Read + edit Own entry only — Audit log Read Read Own actions —
* Medical stewards can be granted always-on read access, with an email sent to owners each time viewed.
§ 03 · Sharing, in practice
The moment you invite someone in.
Stewards on this vault
Three people. Each sees only what they need.
KM
Kevin McArthur
Partner · co-owner
"Equal say in what we plan. Same view as you."
Co-owner
JP
Julia Park
Sister · executor
"Named in your will. Sees legal + financial only when the trigger is met."
Steward · on trigger
DR
Dr. Rohan Bhatt
Healthcare proxy
"Can see medical directives anytime. You'll be emailed on view."
Steward · medical
Invite a steward
See the audit log