Digital Vaults for Families (8)
Help Articles for Families
Digital Vaults for Advisors (7)
Help Articles for Holistic Advisors
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Advisor Dashboard: Your Command Center for Clients & Revenue
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Understanding Your Dashboard Metrics
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Adding a New Client
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Managing Client Vaults (Advisor Guide)
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Adding Recipients to Your Client's Vaults
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Setting Delivery for a Client Vault (For Advisors)
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Revenue Opportunities: Overview - Start Here
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Add an Opportunity
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Manage an Opportunity (Statuses, Values, and Best Practices)
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Settings Overview: What You Can Control (and Why It Matters)
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Advisor Profile: Update Your Contact and Branding Details
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Help & Onboarding Settings: Welcome Guide, Help Button, and Disabling the Wizard
How tos (1)
How to Articles & Instructional Videos.
FAQ (5)
Answers to the most common questions about vault setup, security, emergency access, billing, and advisor workflows. Start here if you’re not sure which article you need.
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Why does my record say “not assigned to any vault yet”?
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What's the difference between a recipient and a beneficiary?
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Where do reminders show up?
Tools & Checklists (3)
Printable and digital resources designed to help you evaluate your preparedness, organize documents, and plan ahead with confidence.
Security, Privacy & Compliance (3)
Learn how your data is protected, how access works, and what IronClad Family does behind the scenes to safeguard your information.
Most Viewed Articles (1)
Step-by-step guides with screen shots.