Family Vault Quick-Start Guide

Your IronClad Family vault is the place where wills, insurance, IDs, and emergency instructions live together, instead of in ten 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).

• 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.

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 that are 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• Remove outdated insurance or legal documents.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.

IronClad Family is a secure storage and automated delivery platform. It does not replace your will, trust, or professional advice. Always consult a qualified attorney or advisor about the legal effect of your documents and instructions.