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.

Add a new recipient

1. Sign into your vault and go to the Recipients area.
2. Click Add recipient.
3. Enter their full name, email, and relationship.
4. Choose which folders or documents they should be allowed to receive.
5. Select the trigger: date, death, incapacity, or manual release.
6. 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.
• Give your spouse broad access but limit sensitive legacy messages as needed.
• Give adult children access to what they’ll actually use: insurance, home, finances.
• Review your list after major life events like marriage, divorce, or relocation.

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.