Scheduling Delivery of a Vault

Created by IronClad Family Support, Modified on Sat, Nov 29 at 4:47 PM by IronClad Family Support

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.

Why Delivered Vaults Cannot Be Edited

Important: Once a vault is delivered, it becomes a permanent, locked snapshot in time. This legally protects your wishes by ensuring nothing can be changed after delivery.

This protects the integrity of crucial items such as wills, directives, and emergency instructions. If something changes in the future, you can always 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 and their email addresses.
Use Preview Only to let someone see file names without seeing the actual documents.
Remember: once delivered, the vault is locked forever.

How to Schedule Delivery

Click on the Vaults tab.

Open an existing vault or click Create Vault.
You will see three main vault settings:

1) Delivery Conditions

Choose how your vault will be delivered:

Death or Incapacitation
Deliver on a Specific Date (e.g., a child's birthday)
Deliver Now

Note: Once delivered, a vault cannot be edited for legal and security reasons.

Open the Recipient tab to choose who receives your vault. Example: A will delivered to your daughter upon death.

Preview Only: When turned on, recipients can see file names but cannot open or view the actual documents until the vault is delivered.

2) Details

Shows the vault name, date created, and all content included.

3) Activity

Shows recent edits and actions taken on your vault.

What Your Recipients Will See

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

They may see previews before delivery (if enabled).
They will see full content after delivery.
Every vault includes a time-stamped record of delivery.
Recipients cannot modify, delete, or upload anything.

Family Best Practices

Create separate vaults for different purposes: legal docs, personal messages, insurance, etc.
Use Preview Only to show family members what to expect without exposing documents prematurely.
Review your vaults once or twice a year.
Use “Deliver Now” only when the vault is ready.
Create a new vault whenever major events occur (marriage, moving, new will, new insurance policy).

Add a Recipient