Setup A Vault

Created by IronClad Family Support, Modified on Sat, Apr 11 at 12:04 PM by IronClad Family Support

Creating & Managing Your Vaults

Vaults are the heart of the IronClad Family experience. They are secure, encrypted containers designed to protect your most important information — from legal documents to health directives, family memories, financial records, and the digital accounts future generations may need to access.

? Zero-Knowledge Encryption
All vault content is encrypted so that only you — and your chosen recipients — can decrypt it. IronClad Family cannot view, recover, or access your files. This ensures complete privacy and full ownership of your information.

∞ Unlimited Vaults
You can create as many vaults as you need. Most families separate their lives into categories such as “Estate,” “Finances,” “Medical,” “Kids,” “Keepsakes,” or “Business.” There are no limits to how you organize or how many vaults you create.

? Recipients Per Vault
Each vault supports up to 4 recipients. Since your account includes unlimited vaults, you can create separate vaults for different groups of people — giving each person access to exactly what they need, and nothing more.

How to Create a Vault

Go to the Vaults tab in your dashboard.
Click Create Vault.
Enter a Vault Name (e.g., “Legal Documents,” “Family Finances,” “Emergency Info”).
Select a Color to help identify your vaults at a glance.
Click OK to save.

Managing Your Vault

After creating a vault, click its name to open the vault settings. You will see four tabs:

Delivery Conditions – When the vault is released to recipients
Recipients – Who receives it (up to 4 per vault)
Details – Vault info and content summary
Activity – A running log of all changes

Setting Delivery Conditions

Your delivery conditions determine when your vault will be automatically delivered to your chosen recipients. Choose one of three options:

Death or Incapacitation – The default and most common option
Specific Date – Perfect for birthdays, graduations, or future milestones
Deliver Now – Immediate release

❤ Our Promise to You — The Integrity Lock

Once a vault is delivered, it becomes a permanent, locked record of exactly what you intended to share. No one — not a family member, not an advisor, not IronClad Family — can alter it after delivery.

This is not a restriction. It is a promise. Your wishes, your documents, your instructions are preserved exactly as you chose them — so they can never be questioned or tampered with. We are on your side.

If anything changes in your life, simply create a new vault. Your account includes unlimited vaults.

For full delivery instructions, visit: Scheduling Delivery of a Vault

Sharing a Preview Before Delivery (Optional)

Before formally delivering a vault, you can share a preview link with your recipients so they know what is coming. You choose one of two modes:

File names only – Recipients see the list of files but cannot open or view the contents.
Full content – Recipients can view the actual file contents.

The preview link does not expire. Recipients are always read-only during preview — they cannot add, edit, or delete anything. Only the vault owner can make changes, and only before delivery.

Assigning Recipients

Recipients are the loved ones who will receive your vault when your delivery conditions are met.

Recipients must be added under the Planning tab before assigning them to a vault.
Each vault supports up to 4 recipients.
Need more than 4? Create a separate vault for a different recipient group — vaults are unlimited.
You can update or remove recipients anytime before the vault is delivered.

Learn how to set up recipients here: Add a Recipient

Vault Details & Activity

The Details tab shows:

Vault name and creation date
Color tag
Document summary

The Activity tab shows a full log of everything that has happened inside your vault:

Files uploaded, edited, or removed
Recipient changes
Delivery condition updates

Account Permissions

The account owner has full control over all vaults. If another family member uses the same account login, they have the same level of access.

★ Coming Soon — Delegate Feature

We are building the ability to grant another person their own separate account with owner-level access. This Delegate feature will be available in our next platform update.

Best Practices for Families

Create separate vaults for legal, financial, medical, and personal items.
Review your vaults once a year or after major life events.
Use the Preview link to let loved ones see what is coming without giving them early access to the actual contents.
Create a new vault whenever major documents like a will or trust are updated.
Use unlimited vaults to stay organized — each vault supports up to 4 recipients.

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