I've started my free trial. What should I do next?

Created by IronClad Family Support, Modified on Wed, 06 Sep 2023 at 05:50 PM by IronClad Family Support

  1. Activate account, set password, and turn on two factor authentication.
  2. Start uploading files based on categories provided: Assets. Debts, Legal, Health, Funeral, Personal Wishes, Recipients & Delegates
  3. Create a vault, you can create as many vaults as needed depending on what content you want delivered, based on what trigger and to which recipients.
  4. Assign files to respective vaults.
  5. Assign recipients to respective vaults
  6. Set-up delivery criteria for vault. (Manual delivery, date-based delivery such as son’s birthday party, death, or incapacitation delivery)

That’s it! You are all set!

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