Setup A Vault

Created by IronClad Family Support, Modified on Sat, Nov 29 at 5:16 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 in a way that only you — and your chosen recipients — can decrypt. 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.

How to Create a Vault

Go to the Vault 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’ll see:

Delivery Conditions – When the vault is released
Recipients – Who receives it
Details – Vault info and content summary
Activity – A running log of any changes

Setting Delivery Conditions

Your delivery conditions determine *when* your vault will be automatically delivered to your chosen recipients. You can choose:

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

Important Legal Safeguard:
Once a vault is delivered, it becomes a locked snapshot in time. No one — including you — can edit or replace its contents after delivery. This protects your legal documents from being altered after they’ve been shared.

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

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.
You may assign one or multiple recipients.
You can update or remove recipients anytime before the vault is delivered.

Learn how to set up recipients here:
Add a Recipient

Vault Details

The Details tab provides a quick view of the vault’s information:

Vault name
Creation date
Color tag
Document summary

Vault Activity

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

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

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 Preview Only to let loved ones prepare without early access.
Create a new vault when major updates are made to documents like a will or trust.
Use unlimited vaults to keep things organized for your family.

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