Create and Maintain a Codicil

Created by IronClad Family Support, Modified on Tue, Jan 14 at 4:42 PM by IronClad Family Support

IronClad Family offers a Codicil tool that can assist you with setting up estate plan documents. Follow the steps below to create or manage your Last Will and Testament.

1) Click on Legal from the left pane.

2) Click Last Will under Planning tab on the right.

3) Click Digital Assets Codicil Button. Note that you can also upload or create a codicil document if you already have a will. This is useful for digital assets.

4) Review the options available. You can click Next to move forward and Back to move back. You can also navigate between sections using the drop down.

5) Make sure to save your work periodically

6) Review and follow the step-by-step instructions on each page. Click Next to move to the next page. You may also choose Save and Exit to save your work. Follow the same steps when you are ready to resume the process.

7) Once complete, you will be taken back to the main menu and will see a notification indicating that you have successfully created your Codicil.

8) Make sure to assign the will to any number of vaults with the recipients for those vaults already assigned so that codicil is delivered to them based on that vault's delivery trigger you designate.

9) Some states require signature / notary of the Codicil, so you might need to download it, sign it and then upload the executed will just to be sure.

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