Family Vault Quick Start Guide

Family Vault Quick-Start Guide

Your IronClad Family vault is the place where wills, insurance, IDs, and emergency instructions live together — instead of scattered across different drawers and cloud accounts. This guide walks you from “just signed up” to “our essentials are protected” in five simple steps.

Step 1 — Set Up Your Vault and Login Security

• Sign in and create or confirm your main “Family Master Vault.”
• Set a strong password that you do not reuse on other sites.
• Turn on two-factor authentication if your plan includes it.

Step 2 — Upload the “Life-or-Death” Documents First

These are the documents someone would desperately need in the first 24–48 hours of a crisis:

Step 3 — Add Your Trusted Recipients

Recipients are the people who will receive your documents and instructions when certain conditions are met — for example, death, incapacity, or a specific date.

• Each vault supports up to 4 recipients. Your account includes unlimited vaults, so create separate vaults for different groups if needed.
• Add spouses/partners, adult children, guardians, or close friends.
• Assign only the folders they actually need — not your entire vault.
• Double-check email addresses and phone numbers so delivery works when it matters.

Learn more: Adding Recipients to Your Vaults

Step 4 — Write Simple Emergency & Legacy Instructions

Documents say what you have. Instructions say what to do. Use short, clear sentences:

• Where to find physical originals if needed.
• Who your key professionals are (attorney, advisor, CPA, executor).
• Any wishes for medical care, funeral, kids, or pets not already in legal documents.

Step 5 — Schedule a Yearly “Vault Checkup”

Your life will change; your vault should follow. At least once a year:

• Remove outdated insurance or legal documents.
• Upload new policies, deeds, or account summaries.
• Confirm that recipients and their contact info are still correct.