Managing Client Vaults (Advisor Guide)

Created by IronClad Family Support, Modified on Sat, Apr 11 at 12:15 PM by IronClad Family Support

Managing Client Vaults (Advisor Guide)

This article explains how to manage a client vault from end to end: finding the client, opening the vault workflow, creating a vault, adding recipients, and setting delivery. Follow this sequence to avoid most support issues.

ⓘ Advisor Rule
Do not wait for “perfect.” Get the client to safe and usable, then improve over time. A vault at 60% is better than no vault at all.

Step 1 — Find the Client and Open Manage Vaults

Go to Clients in the left menu.
Find the client in the list.
Click the 3 dots next to their name.
Click Manage vaults to open the client vault workspace.

Step 2 — Confirm Vault Progress and What’s Missing

Inside the client’s vault workspace, your first job is to identify gaps:

What documents are missing
Whether recipients have been added
Whether delivery conditions are configured

Step 3 — Choose Your Service Model for This Client

Option A — Client-Collaborative (client participates)
Best for: engaged clients, tech-comfortable clients, clients who want control.
Advisor role: guide, review, and fill gaps.

Option B — Advisor-Managed / Concierge (you do most of the work)
Best for: busy executives, elderly clients, low-tech clients, overwhelmed families.

Step 4 — Access the Vault Tab and Create a Vault

Navigate to the Vaults tab in your client dashboard.
Click Create Vault.
Type a Vault Name (e.g., “Family Finances,” “Estate Documents”).
Choose a Color for easy identification.
Click OK to save.

After creating the vault, click its name to open the settings. You will see two configuration options on the left:

Delivery Conditions – When and how the vault is released
Recipients – Who receives it (up to 4 per vault)

Step 5 — Set Delivery Conditions

Click Delivery Conditions and choose how the vault will be delivered. You have three options:

Death or Incapacitation – Triggered when the vault owner passes or becomes incapacitated
Specific Date – Useful for milestones like a child’s 18th birthday
Deliver Now – Manual immediate release when ready

❤ The Integrity Lock — Why Delivered Vaults Cannot Be Edited

Once a vault is delivered, it becomes a permanent, locked record of exactly what the client intended to share. No one — not the advisor, not the client, not IronClad Family — can alter it after delivery.

This is not a restriction. It is a promise. The client’s wishes are preserved exactly as they chose them — so they can never be questioned or tampered with. We are on their side.

If the client needs to update documents later, create a new vault. Client accounts include unlimited vaults.

Step 6 — Assign Recipients

Click the Recipients tab and select who will receive the vault contents.

? Recipient Limit
Each vault supports up to 4 recipients. Client accounts include unlimited vaults, so for clients with complex family structures, create separate vaults for different recipient groups.

Recipients must first be created in the Planning Tab before they can be assigned to a vault.
For detailed steps on adding recipients, see: Adding Recipients to Your Client’s Vaults

Step 7 — Share a Preview Before Delivery (Optional)

Before formally delivering, you can share a preview link with recipients so they know what is coming. Choose one of two modes:

File names only – Recipients see what files exist but cannot open them. Useful for letting clients’ families prepare without exposing sensitive content.
Full content – Recipients can view the actual file contents before formal delivery.

The preview link does not expire. Recipients are always read-only during preview — they cannot add, edit, or delete anything. Only the vault owner can make changes, and only before delivery.

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