Create and Maintain a Funeral Plan

Created by IronClad Family Support, Modified on Sat, Nov 29 at 5:35 PM by IronClad Family Support

Creating and Managing Your Funeral Plan with IronClad Family

IronClad Family’s Legacy Planning tools help you document your final wishes, including funeral preferences, in a way that is easy for your loved ones to find when they need it most. Your instructions are stored in your secure, zero-knowledge encrypted vaults and can be delivered automatically to the people you choose.

You can use our guided Funeral Plan wizard, type your own instructions, or upload documents and videos that explain your wishes in your own words.

Step 1: Open the Funeral Planning Area

1) From the left-hand navigation, click Funeral.

Step 2: Open Funeral Instructions

2) Under the Planning tab on the right, click Funeral Instructions.

Step 3: Create or Add Your Funeral Instructions

3) You have three options:

Click Create Funeral Plan to use the guided wizard.
Click Add instructions to type your own wishes in your own words.
Use the Upload button to upload a document or video that explains your wishes.

Ideas for what to include: Preferred funeral home or location, burial or cremation choices, religious or cultural traditions, music or readings, people you would like notified, and any special requests for your service or memorial.

Step 4: Move Through the Wizard

4) If you use the guided wizard:

Click Next to move forward
Click Back to review or change earlier answers

5) Be sure to Save your work periodically so you do not lose any details.

6) At any time you can click Save and Exit to pause your progress. When you return, you can resume right where you left off.

Step 5: Completion & Confirmation

7) Once you finish your plan, you will return to the main Funeral menu and see a confirmation message that your funeral plan has been successfully created.

Tip: Updating your funeral plan over time is normal. You can return to this section at any point, adjust your wishes, and save a new version in your vault.

Step 6: Assign Your Funeral Plan to Vaults

8) Make sure your funeral plan is actually delivered when your family needs it. Assign your funeral plan to one or more vaults that already have recipients and delivery conditions set.

The funeral plan will be delivered based on that vault’s delivery trigger, such as death, incapacity, or manual delivery.
You can assign the same plan to multiple vaults if you want different groups of people to receive it.

Reminder: IronClad Family uses zero-knowledge encryption, which means only you and your authorized recipients can see the content of your funeral plan. IronClad Family cannot read your private instructions.

Important Notes

Your funeral plan in IronClad Family is designed to guide your loved ones and reduce stress during a difficult time. It may not replace any formal contracts or prepaid arrangements you have with a funeral home.

Disclaimer: IronClad Family does not provide legal, tax, or funeral director services. This tool is for documenting your wishes in a secure and organized way. For legally binding arrangements or prepaid services, you should speak directly with a licensed funeral home, attorney, or other qualified professional.