Scheduling Delivery of a Vault

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

Scheduling Delivery of a Vault

IronClad Family makes it easy to choose exactly who should receive each type of information in your Digital Vault. Everything in the vault is encrypted using information known only to you and the recipient. You can deliver a vault on a specific date or automatically upon death or incapacitation.

If you choose “Death or Incapacitation,” IronClad Family will periodically reach out and perform additional verification to confirm whether a vault needs to be delivered according to your instructions.

Our Promise to You — The Integrity Lock

❤ Why Delivered Vaults Cannot Be Edited

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.

Before You Deliver — Checklist

Review all documents to ensure they are up to date.
Confirm that each document is placed in the correct vault.
Double-check your delivery method (date or death/incapacitation).
Verify your recipients (up to 4 per vault) and their email addresses.
Decide whether to share a preview before delivery — choose file names only or full content.
Remember: once delivered, the vault is locked permanently.

How to Schedule Delivery

Click on the Vaults tab.
Open an existing vault or click Create Vault.
Inside the vault you will see three sections: Delivery Conditions, Details, and Activity.

1 — Delivery Conditions

Click the Delivery Conditions tab inside your vault and choose how it will be delivered:

Death or Incapacitation – The default and most common option
Deliver on a Specific Date – e.g., a child’s birthday or a future milestone
Deliver Now – Immediate release

Assigning Recipients

Open the Recipients tab inside your vault to choose who receives it. Each vault supports up to 4 recipients. Example: a will delivered to your daughter upon death.

Sharing a Preview Before Delivery (Optional)

Before formally delivering, you can share a preview link with your recipients. You choose one of two modes:

File names only – Recipients see what files exist but cannot open them.
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.

2 — Details

The Details tab shows the vault name, date created, and all content included. Review this before completing delivery.

3 — Activity

The Activity tab shows a full log of recent edits and actions taken on your vault — useful for verifying everything is correct before delivery.

What Your Recipients Will See

? After delivery, recipients see a secure, read-only version of the vault. No changes can be made by any party.

Before delivery: they may see file names only or full content, depending on the preview mode you selected.
After delivery: they have full, permanent, read-only access to all vault content.
Every vault includes a time-stamped record of delivery.
Recipients cannot modify, delete, or upload anything — before or after delivery.

Family Best Practices

Create separate vaults for different purposes: legal docs, personal messages, insurance, etc.
Use the preview link to show family members what to expect without exposing document contents prematurely.
Review your vaults once or twice a year.
Use Deliver Now only when the vault is fully ready.
Create a new vault whenever major events occur — marriage, relocation, new will, new insurance policy.
Remember: each vault supports up to 4 recipients. Use multiple vaults for larger families.

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