How to Add and Manage Recipients

Created by IronClad Family Support, Modified on Sat, Apr 11 at 12:13 PM by IronClad Family Support

How to Add and Manage Recipients

Recipients are the trusted people who can receive your documents and instructions when certain conditions are met. You stay in control of who receives what and when.

? Recipient Limit
Each vault supports up to 4 recipients. Your account includes unlimited vaults and unlimited total recipients. For more than 4 people, create a separate vault for each group.

ⓘ Examples of recipients: spouse or partner, adult children, executor, sibling, close friend, or a professional such as an attorney.

Add a New Recipient

Sign into your vault and go to the Recipients area.
Click Add recipient.
Enter their full name, email, and relationship.
Choose which folders or documents they should be allowed to receive.
Select the trigger: date, death, incapacity, or manual release.
Save your changes and, if appropriate, let them know you have added them.

Edit or Remove a Recipient

Open the recipient’s profile from the list.
Update email, phone, or mailing address if it changes.
Adjust which folders or documents they can receive.
To remove access, choose the Remove or Revoke option.

Smart Recipient Strategies

Give your executor or attorney access to legal and estate folders via a dedicated vault.
Give your spouse broad access in one vault; assign adult children to a separate vault.
Give adult children access to what they will actually use: insurance, home, finances.
Review your list after major life events like marriage, divorce, or relocation.
If you need more than 4 people to receive information, create additional vaults with different recipient assignments.

❤ Our Promise — Recipients Are Always Read-Only

Recipients cannot add, edit, delete, or change vault content at any time — before or after delivery. This is our promise to you that your wishes are never tampered with.

Before delivery, recipients can preview file names only or full contents depending on what you choose when sharing the preview link. After delivery, they view your content securely but cannot change anything.

Only you — the vault owner — can edit content, and only before delivery. Once delivered, your vault is permanently locked exactly as you intended. We are on your side.

IronClad Family cannot change your recipient list, override your choices, or release documents to someone you did not authorize. Only you control who receives what information.

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