How do I know what information needs to be uploaded into my vaults?

Created by IronClad Family Support, Modified on Wed, Sep 6, 2023 at 5:14 PM by IronClad Family Support

One of the many benefits of a IronClad Family's membership is the ability to store sensitive information that is fully encrypted so that it is available to the individuals you designate on a specific date or o the occurrence of a designated life event, even if they don’t know that the information is waiting for them. Gathering and organizing the information you plan to share is an important step in the process.

IronClad Family has developed an interface that is organized to walk you through al of the assets that a family would need access to. This is the information you will want to consider for upload into your vaults. F

1)   Log in to your IronClad Family account

2)   Click on Planning Tab from the home screen

 

3)   Click on the categories on the left pane and start uploading your information. A progress indicator on the bottom left will reflect those items as complete. 

 

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