Create and Maintain a Last Will and Testament

Created by IronClad Family Support, Modified on Sat, Nov 29 at 5:30 PM by IronClad Family Support

Creating and Managing Your Last Will and Testament with IronClad Family

IronClad Family offers Legacy Planning tools to help you create, store, and manage your Last Will and Testament. Your information is fully encrypted using our zero-knowledge architecture, which means only you (and those you authorize) can access the contents of your will.

You can either build a will using our guided experience or securely upload a will prepared by your attorney. Once stored, you can assign your will to one or more vaults so that it is delivered to the right people at the right time.

Step 1: Open the Legal Section

1) Click on Legal from the left-hand navigation under the Planning tab.

Step 2: Select “Last Will”

2) Under the Planning panel on the right, click Last Will.

Step 3: Start or Upload Your Will

3) Click Manage Last Will to launch the guided questionnaire. If you already have a legally prepared will, you may instead use the Upload button to securely store the signed document in your vault.

Note: The IronClad Family will-creation experience helps you organize and document your wishes, but it is not a substitute for independent legal advice. For state-specific questions or complex estate needs, we recommend reviewing your will with a qualified attorney.

Step 4: Complete the Guided Questionnaire

4) Inside the will builder, review the options available on each page. You can:

Use Next and Back to move between steps.
Jump between sections using the dropdown navigation.
Review Common Questions and Signing Instructions for additional guidance.

5) Make sure to Save your progress periodically.

6) You may choose Save and Exit at any time to pause the process. When you return, you can resume from where you left off.

Step 5: Complete and Review Your Will

7) Once you complete all required sections, you will be returned to the main Last Will and Testament menu and see a confirmation message that your will has been created.

Important – Signing & State Requirements:
Will-signing rules vary by state and country. Many jurisdictions require:

Two adult witnesses who are not beneficiaries, and
In some cases, notarization or additional forms for “self-proving” wills.

IronClad Family does not determine whether your will meets the legal requirements of your jurisdiction. Always review your will and signing process with a local attorney or legal professional.

Step 6: Assign Your Will to Vaults

8) After your will is created or uploaded, make sure to assign it to one or more vaults so it can be delivered to the right people:

Open the vault where you want your will stored (for example, “Estate & Legal”).
Add your will file to that vault.
Confirm that vault recipients and delivery conditions (e.g., death / incapacitation) are correctly configured.

When that vault’s delivery trigger is met, your will will be delivered securely to the designated recipients.

Tip: You can store unlimited vaults and documents in your IronClad Family account, so feel free to create separate vaults for different recipients or purposes (for example, one for your executor and another for your spouse or adult children).

Step 7: Download, Sign, and Re-Upload (If Required)

9) Some states require a physical, signed will with witnesses and/or notarization. In those cases:

Download the completed will from IronClad Family.
Print and sign it following your local signing rules.
Have any required witnesses and notary sign, if applicable.
Upload the fully executed copy back into your vault so your final, signed version is securely stored.

Legal Disclaimer: IronClad Family does not provide legal, tax, or financial advice. The will templates and tools are provided for general informational and organizational purposes only and may not satisfy the legal requirements of every jurisdiction or situation. Laws can change and vary by state and country. You are responsible for consulting with a licensed attorney or qualified professional to ensure that your will and estate plan comply with all applicable laws and reflect your intentions.