Partner Program · For Professionals
You Help Them Build It.
Help Them Protect It.
IronClad Family gives advisors and agents a co-branded family vault platform — so you become indispensable, not replaceable.
I am a —
Turn Widow Risk Into
Lifetime Loyalty
80% of widows leave their advisor within a year of their spouse's death — not because you failed, but because they never felt the operational connection. iVaultX puts your name, your brand, and your relationship at the center of every family event before it becomes a crisis.
"It took me 5 years to close probate — policies, deeds, merged companies. It would have been so nice if all this had been in a vault."
Howard S. — Los Angeles, CAFrom Documents Filed
to Documents Found
A trust that can't be located at the moment of death is a trust that fails. iVaultX gives estate attorneys and planners a RUFADAA-compliant zero-knowledge vault to ensure every directive, POA, and beneficiary designation is findable — and that your name is on it when the family calls.
"The iVaultX platform is the operational layer that makes estate planning real — not just paper in a drawer."
IronClad Family — Practitioner BriefA Closing Gift That
Never Stops Giving
The average agent stays relevant for 90 days after closing. iVaultX turns the closing packet into a living vault of deeds, warranties, HOA docs, and insurance policies — co-branded with your name — so you're the first call when they're ready to buy again or refer a friend.
"They keep the card in their wallet, the vault on their phone, and your name in their head. That's repeat business."
IronClad Family — Real Estate Partner GuideThe Benefit That Feels
Actually Personal
Benefits packages that top out at dental and vision are losing the talent war. iVaultX gives employers a co-branded family vault — a benefit employees actually use during the moments that matter: illness, relocation, divorce, the death of a parent. It's the benefit no competitor has.
"A vault that holds emergency contacts, insurance cards, and advance directives isn't a perk. It's peace of mind that shows up on day one."
IronClad Family — Benefits BriefMulti-Generational Wealth.
Multi-Generational Access.
Family offices manage wealth across generations — but the documents, directives, and digital assets rarely survive the transition. iVaultX deploys individual encrypted vaults for every family member, with a structured handoff layer that ensures critical information passes — not probate.
"Individual vaults for every family member, with cross-generational access controls. Finally, a system that thinks like a family office."
IronClad Family — Family Office BriefEvery Partner Track
Built for How You Serve Clients
Financial Advisors & RIAs
Co-brand iVaultX as a client benefit that deepens relationships through every life event — and keeps AUM on your side through spousal transitions.
Advisor Program →Family Offices
Individual encrypted vaults for every family member, cross-generational document handoff, and a structured access layer built for multi-generation wealth.
Family Office →Real Estate Agents
Transform your closing packet into a branded living vault — deed, warranties, HOA docs — and stay top-of-mind long after closing day.
Real Estate →Employee Benefits & PEOs
Give employers a family vault benefit no competitor offers — and differentiate your book of business with a product employees actually use.
Benefits Program →"My father passed away in 2005, and it took me 5 years to close probate — life insurance policies, deeds to houses where the company had been bought and merged with another. I thought: it would have been so nice if all this had been in a vault."Howard S. — Los Angeles, CA
The Process
Simple to Deploy. Powerful to Keep.
Select Your Partner Track
RIA, estate, real estate, benefits, or family office — we configure the program around how you work.
Co-Brand the Platform
Your logo, your color palette, your name in the vault experience every client sees.
Onboard Your Clients
Bulk provisioning, white-glove setup, or self-serve — we match your workflow and client expectations.
Become Indispensable
Every life event routes through you. Every document search ends with your name. Every family in crisis calls you first.
Their Wallet Keeps
Your Name Alive
Every partner client receives a co-branded Emergency Wallet Card — a durable, physical card they carry every day with your contact details on the back and their emergency vitals on the front. It's the business card that never gets thrown away.
See the Card Program →📞 (305) 555-0180
📋 Advance Directive: iVaultX App
🏥 Primary Care: Dr. L. Torres
Ready to Be the Advisor
They Never Leave?
Schedule a 20-minute consultation to see which partner track fits your practice — and how fast you can deploy it to your first 10 clients.