Managing Client Vaults

• Within your agent dashboard. click on the Manage Vaults option from the 3 dots to the right of your client's name. 

Step 1: Access the Vault Tab

1. Navigate to the Vault tab in your dashboard.

Step 2: Create a Vault

1. Click on Create Vault.

2. Type a Vault Name (e.g., "Family Finances").

3. Choose a Color Code for easy identification.

4. Click OK to save.

Step 3: Configure Your Vault

1. After creating your vault, click on the vault name to open its settings.

2. On the left pane, you will see two configuration options:

   • Delivery Conditions

   • Recipients

Step 4: Set Delivery Conditions

1. Click on Delivery Conditions.

2. Choose how the vault contents will be delivered to your recipients. You have three options:

   • Death or Incapacitation of the vault owner.

   • Specific Date: Useful for milestones like a child's 18th birthday.

   • Manual Delivery: Use the Deliver Now button when ready.

Note: Once a vault is delivered, it cannot be edited.

Step 5: Assign Recipients

1. Click on Recipients.

2. Select the individuals who will receive the vault contents.

   • Recipients must first be created in the Planning Tab.

   • For detailed steps on adding recipients, refer to this article.

Step 6: Preview the Delivery Link

1. Click on Preview Delivery Link to see how the vault contents will appear to your recipients.

2. This allows you to confirm what your loved ones will see when the vault is delivered.

Step 7: Enable Preview Only Option

1. The Preview Only Option lets recipients view limited information via the Delivery Link before the vault is officially delivered.

   • This ensures your recipients can prepare without accessing full details ahead of time.