Setting Delivery for a Client Vault
Delivery settings control how and when vault information is released to recipients. This is a critical step. If delivery is not set correctly, the vault may not function the way the client expects.
IronClad Family lets you designate different recipients for different types of information. Each vault is encrypted, and delivery can occur on a specific date or based on a trigger such as death or incapacitation of the vault owner.
Delivery should match the client’s legal and family reality. If something is unclear, stop and confirm rather than guessing.
Before You Configure Delivery
- Confirm recipients are correct and up to date (up to 4 per vault).
- Confirm core documents are present: estate plan, insurance, IDs, key property and financial records.
- Confirm the client understands what “delivery” means in plain language: who gets access, under what conditions, and how.
• At onboarding completion
• At annual reviews
• After major life events (marriage, divorce, death, relocation)
Our Promise — The Integrity Lock
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, their documents, their instructions 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.
The vault also preserves the audit trail, recording exactly what was delivered and when.
Sharing vs. Delivering a Vault
• Recipients can preview the vault via a non-expiring preview link
• You choose whether they see file names only or full contents
• The vault can still be edited
• Sharing can be revoked at any time
• Recipients are read-only — they cannot change anything
• Sends a final, uneditable version of the vault
• The vault becomes a permanent record of the client’s wishes
• No one can change anything after this point
Pre-Delivery Checklist
- ✔ All documents uploaded and verified with the client
- ✔ Recipients selected and email addresses confirmed (max 4 per vault)
- ✔ Delivery method chosen (date, event trigger, or manual)
- ✔ Preview settings configured correctly
- ✔ Client understands vault will be permanently locked after delivery — and why that protects them
Step 1 — Go to Clients
- Click on the 3 dots next to the client’s name.
- Click Manage vaults.
- Go to the Vaults tab in your client dashboard.
Step 2 — Select or Create a Client Vault
- Open an existing vault or click Create Vault to set up a new one.
- Inside the vault you will see three tabs: Delivery Conditions, Details, and Activity.
Delivery Conditions
Select Delivery Conditions to choose how and when the vault will be delivered.
You may deliver a vault:
- Upon Death or Incapacitation of the vault owner
- On a specific Date
- Manually via Deliver Now
Assigning Recipients
Open the Recipients tab to select who receives the vault. Each vault supports up to 4 recipients. For clients with larger families, use separate vaults for different recipient groups.
• File names only — recipients see what exists but cannot open files
• Full content — recipients can view actual file contents
The preview link does not expire. Recipients are always read-only in both modes.
Details
The Details section shows the vault name, its creation date, and all included content. Review this before completing delivery.
Activity
The Activity panel shows all recent changes to the vault. This audit trail helps verify that all documents are correct before delivery.
What Recipients See After Delivery
Understanding the recipient experience helps advisors set expectations and avoid confusion.
- Before delivery (if preview shared): Recipients see file names only or full content depending on the mode you selected. The preview link does not expire.
- Upon delivery: They receive a secure, permanent, read-only version of the vault.
- No editing or commenting: Delivered content is locked to preserve legal authenticity.
- Timestamps visible: Recipients always see exactly when the vault was delivered.
Advisor Best Practices Before Delivering
- Review documents with your client to ensure each file is the most recent version.
- Use separate vaults for unrelated categories (e.g., “Estate Planning,” “Insurance,” “Financial Accounts”).
- Confirm every recipient — spouses, children, business partners — based on the delivery trigger.
- Use the preview link if you want recipients to see file names without exposing sensitive content before delivery.
- Remind your client: delivered vaults cannot be changed. Frame it as protection, not limitation.
- Create a new vault anytime the client updates a will, policy, or major instruction.
Post-Delivery Checklist
- ✔ Confirm client understands the vault is now permanently locked
- ✔ Verify all intended recipients received access
- ✔ Remind client they can create new vaults for future updates
- ✔ Save delivery record in your client notes or CRM
Common Issues and Fixes
- Client doesn’t want to decide now: Set a minimal configuration and schedule a follow-up in 30 days.
- Recipient contact info is incomplete: Fix recipient data first. Delivery depends on it.
- Client has multiple households or blended family: Confirm intent carefully, use separate vaults for different recipient groups (max 4 recipients each), and document all choices.
Related Articles:
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article