Create and Maintain a Funeral Plan

IronClad Family offers Legacy Planning tools that can assist you with setting up a final wished plan or what we refer to as a Funeral Plan. Follow the steps below to create or manage your Funeral Plan.

1)   Click on Funeral from the left pane. 
      

2)     Click Funeral Instructions under the Planning tab on the right. 

      3)    You can click on Create Funeral Plan Button to start the wizard, or you can enter instructions on your own by clicking the "Add instructions" button. You can also upload your own document or video if you like by using the Upload button.

       4)     Review the options available. You can click Next to move forward and Back to move back.

      
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 funeral plan. 

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

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• Creating a Will
• Creating a Codicil