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Sharing and Export

Explain how to export Styx data, generate PDFs, and share a read-only plan with a trusted person.

Purpose

Explain how to export Styx data, generate PDFs, and share a read-only plan with a trusted person.

Who this is for

  • people who want a portable backup of their planning data
  • people preparing a checklist PDF, document locator, or letter of instruction
  • account users who want to invite a trusted person
  • trusted people who need to view a shared plan

What you can do here

Styx supports several export and sharing paths:

  • download a full checklist PDF
  • download a document locator PDF
  • download a letter of instruction PDF
  • download a planning worksheet PDF only when a reviewed worksheet is available for your selected state or territory
  • export and import a portable TXT backup from Settings
  • invite a trusted person to view a read-only shared plan

Export and sharing are separate features. Backups are for your own data. Shared plans are for limited read-only access.

Step-by-step instructions

Export the checklist PDF

  1. Open the export page.
  2. Select Download PDF.
  3. Save the downloaded file.

The checklist PDF includes your statuses, completion dates, and notes.

Export a document locator PDF

  1. Open the export page.
  2. Select Document Locator PDF.
  3. Save the downloaded file.

This PDF organizes your recorded documents with their storage locations and related details.

Export a letter of instruction PDF

  1. Open the export page.
  2. Select Letter of Instruction PDF.
  3. Save the downloaded file.

This PDF aggregates contacts, assets, documents, preferences, and beneficiaries into a single handoff document.

Export a planning worksheet PDF

  1. Open the export page.
  2. If your selected state or territory has a reviewed worksheet available, select Planning Worksheet PDF.
  3. Save the downloaded file.

This button only appears when a reviewed worksheet is available for the current jurisdiction. Do not expect it to appear for every state or territory.

Export or import a TXT backup

  1. Open Settings.
  2. In Data Export & Import, select Export TXT Backup to create a portable copy.
  3. Use Import TXT Backup if you need to restore a previously exported file.

The backup format is TXT with embedded JSON markers. Settings still accepts older .json exports for compatibility. Use a backup when you need a portable copy for yourself; use sharing when you want someone else to view a limited read-only snapshot.

Invite a trusted person

  1. Sign in to an account.
  2. Open Account from Settings.
  3. In Trusted Person Sharing, enter the trusted person’s email address.
  4. Choose an expiry period and send the invite.

The recipient can accept the invite after signing in with the invited email address.

Open a shared plan

  1. Sign in to an account.
  2. Open the shared plan from the invite list or the shared-plan link.
  3. Review the read-only snapshot.

Shared plans show limited data only. They are for viewing, not editing.

Important caveats or limitations

  • Shared plans are read-only.
  • Shared snapshots intentionally omit notes, private contact fields, and assets.
  • Trusted-person sharing requires an authenticated account.
  • PDF exports contain planning information that should be stored securely.
  • The planning worksheet PDF is only shown when a reviewed worksheet is available for the current jurisdiction, and it may not appear for many states or territories yet.
  • English is the only supported documentation language right now.

Common mistakes

  • Treating a shared plan like an editable copy.
  • Sending a PDF or backup file to someone without considering the sensitivity of the contents.
  • Expecting the worksheet PDF to appear for every state or territory.
  • Mixing up the backup export with the shared-plan invite flow.
  • Trying to use trusted-person sharing from guest mode.

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