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White-Glove Family Preparedness & Document Protection

We Do the Hard Part — So Your Family Is Ready for Anything

Our concierge planners help families and seniors organize vital documents, create emergency plans, and secure everything safely—without the tech stress.

 

Schedule Free 30-Minute Consultation
Well take care of the everything

Because Emergencies Don’t Wait

Life is unpredictable. But chaos doesn’t have to be.
We build the safety net your family can count on in any emergency.

📝 No scrambling in a crisis

 Your loved ones will have clear instructions

🤝 Stress-Free Setup

We handle the setup and guide you step by step.

💖 Confidence for Your Family

Just peace of mind when it matters most.

"We didn’t know where to start. IronClad Family made it effortless"

A Holistic Advisor speaking with a client about protecting ALL their assets

Susan M.
74, | Retired Teacher

We Take Care of the Details

We handle every step of the process so you can focus on your family, not the technology.

 

Organize Everything

 

 

legal will and codicil

 

 

Unlimited Vaults

 

 

 

automated delivery

HOW IT WORKS

Step 1 — Plan Together
🗓️ 
We meet with you, learn your needs, and gather your information.


Step 2 — Build Your Vault
🔒
We set up your secure digital vault and upload your key documents.


Step 3 — Protect Your Family
👨‍👩‍👧‍👦 
We designate recipients and train you (and your loved ones) on how to access it.

Burden Off Our Chests!

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"Their planners uploaded everything and even helped us add our son & daughter to each vault as future recipients."

Jack & Amy W.

Peace of Mind

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"I’m not tech-savvy. They walked me through everything—now my daughter knows exactly where to find what she’ll need."

Maria S., 71

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Simple Plans, Lasting Protection

White-Glove Family Protection Services

Professional document organization and estate planning to protect your family's future

Essential Service

$988
Complete First Year Protection

Perfect for families who want professional organization with essential estate planning tools

What's Included:

$799 professional setup and organization

$189 first year digital protection included

Complete Will and Codicil setup with legal review

Comprehensive funeral planning consultation

Professional document scanning and organization

Secure FedEx shipping both ways

Digital vault setup with family access

Emergency wallet cards with QR codes

Fireproof document storage bag

Then $189/year to maintain digital protection and family access

Schedule Consultation
Most Popular

Premium Service

$1,299
Lifetime Protection - No Recurring Fees

Complete family protection with ongoing support and maintenance for life

What's Included:

Everything in Essential Service

Lifetime digital platform access - no annual fees

Annual document review and updates

Dedicated family protection specialist

Free will amendments for life changes

Quarterly family check-ins

Estate law compliance monitoring

Emergency family support during crises

No recurring fees! Lifetime protection and platform access included

Schedule Consultation

Essential Service

$988
Complete First Year Protection

Perfect for families who want professional organization with essential estate planning tools

What's Included:

$799 professional setup and organization
$189 first year digital protection included
Complete Will and Codicil setup with legal review
Comprehensive funeral planning consultation
Professional document scanning and organization
Secure FedEx shipping both ways
Digital vault setup with family access
Emergency wallet cards with QR codes
Fireproof document storage bag

Then $189/year to maintain digital protection and family access

Schedule Consultation
Most Popular

Premium Service

$1,299
Lifetime Protection - No Recurring Fees

Complete family protection with ongoing support and maintenance for life

What's Included:

Everything in Essential Service
Lifetime digital platform access - no annual fees
Annual document review and updates
Dedicated family protection specialist
Free will amendments for life changes
Quarterly family check-ins
Estate law compliance monitoring
Emergency family support during crises

No recurring fees! Lifetime protection and platform access included

Schedule Consultation

What does the $189 annual fee cover?

Platform hosting, security updates, family access management, document delivery services, and 24/7 technical support to keep your family's information safe and accessible.

WAS $1499.99  ...

Now with 20% Discount Already Applied!

$449.99 Initial Payment

Then,

$60/mo. for 12 Months

Enjoy dedicated planning with our experts, lifetime asset protection, and assured delivery of your directives to chosen recipients.

  • We will scan and upload your documents, by category, into your new digital vaults. ($2500 value)

  • Setup unlimited Vaults, multiple individual recipients for each
  • Ship personalized emergency cards for 2 adults w/ link to heath directive ($40 value)

  • Help setup your online Will ($1999 value)

  • Setup your funeral plan ($999 value)

  • Designate recipients of every information and when it can be shared as you instruct us to
  • We pay for FedEx both ways to ensure your documents are tracked and safe

  • Your documents will be returned in a fireproof waterproof pouch for protection at home ($50 value)

  • LIFETIME protection of important information inside encrypted vaults with auto release to loved ones in case of an emergency ($3000 value)

  • PEACE OF MIND! (PRICELESS)

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Beginner guide mockup

Not Ready Yet? Start With Our Free Family Protection Guide!

Learn what documents to gather, how to keep them safe, and what every family should have in place.


🔒 What’s Inside:
  • How to organize and protect vital documents.
  • Tips to ensure your family is prepared for any unexpected events.
  • A Funeral Planner Guide to ease stress and provide clarity during difficult times.

 

Don’t wait—your family deserves the best protection.

Frequently Asked Questions

General Questions

1. Explain this service by IronClad Family in simple terms.
We will arrange, digitize, and securely store important documents in digital vaults to safeguard them against potential disasters like fires, hurricanes, and unexpected medical emergencies. Need a will or funeral plan? No worries, we have both covered for you.

2. Who is it designed for?
The service is ideal for individuals and families who value security and preparedness but lack the time, expertise, or desire to manage these tasks themselves. It’s especially beneficial for those overwhelmed by the complexities of estate planning, digital document management, and emergency readiness. 

3. Why should I buy this service over handling these tasks myself?
Our professionals have the expertise to ensure that every aspect of your family’s planning is done thoroughly and accurately. By delegating to us, you avoid common mistakes and gain peace of mind knowing everything is expertly managed.

Reasons for the Service

4. Why is this service necessary?
Many people delay or neglect planning due to its perceived complexity or emotional difficulty. The DIFM service eliminates these barriers, making it easy for families to secure their future without stress.

5. How does this service address procrastination?
We take the initiative to guide you through every step of the process. By handling the heavy lifting, we ensure that planning is completed efficiently and effectively.

6. Why is professional assistance important for document management?
Misplaced, outdated, or incomplete documents can cause unnecessary delays and complications during emergencies or estate settlements. Our professionals ensure all documents are organized, up-to-date, and accessible when needed.

How it Works

7. How does the process begin?
The process starts with a personalized consultation to understand your family’s needs, assess existing documents, and outline a customized plan.

8. What types of documents are included in the service?
The service covers wills, insurance policies, medical directives, financial records, property deeds, and other critical documents necessary for estate planning and emergency preparedness.

9. How are documents organized and stored?
We digitize and securely store your documents in our state-of-the-art digital vault. The vault is organized by categories, making it easy to locate specific files when needed.

10. What is automated delivery, and how does it work?
Automated delivery ensures that in certain situations, such as an emergency or incapacity, designated individuals receive pre-approved documents and instructions without delay. Triggers for delivery are carefully configured to align with your preferences.

11. Is my information secure in the digital vault?
Absolutely. Our digital vaults use industry-leading encryption and security measures to protect your sensitive information from unauthorized access.

12. Can I make updates to my stored documents?
Yes. You can access your vault 24/7 from anywhere in the world to update your information.  Of course, if you need help, we provide ongoing support.

Privacy and Document Security

13. How does IronClad Family protect my privacy?
We take your privacy very seriously. All documents are handled in secure, access-controlled environments. Our team members are bound by strict confidentiality agreements, ensuring your sensitive information remains private and protected.

14. Where are my documents scanned, and how is security maintained?
All scanning is conducted in secure, monitored locations. These facilities are designed to prevent unauthorized access, ensuring that your documents are handled with the highest level of security throughout the process.

15. How does IronClad Family confirm receipt and scanning of my documents?
When we receive your documents, we take detailed photos and videos to confirm their receipt, number of pages, and condition. These images are shared with you for full transparency. After scanning, you will receive proof of what was digitized, ensuring accuracy and trust.

16. What happens to my physical documents after scanning?
Once your documents are scanned and securely uploaded, we return the originals to you promptly inside a fireproof water-resistant document bag via a tracked and insured service such as FedEx or DHL. We do not retain physical copies.

17. Is my data encrypted during and after the scanning process?
Yes. From the moment your documents are digitized, they are encrypted and securely uploaded to our digital vault system. This ensures that your sensitive information is protected from unauthorized access at every stage.

Why Choose IronClad Family?

18. What sets IronClad Family apart from other providers?
IronClad Family specializes in comprehensive family protection planning. Our expertise, user-friendly digital vaults, and commitment to personalized service make us the premier choice for family protection solutions.

19. What kind of support does IronClad Family offer after the setup?
We provide continuous support to help you maintain and update your plans. Our team is available to assist with changes, updates, or questions at any time.

20. Does IronClad Family offer other related services?

Yes. In addition to "Do it For Me", we provide various family protection services tailored for advisors and agents in the finance, insurance, employee benefits, and estate planning firms.

Not Ready for the Full Service Yet?

Try our Digital Vault Free Trial — organize your most important documents, test our platform, and see how easy protection can be.

  • Securely store and organize vital documents
  • Share with loved ones in case of emergency
  • Explore key features of our digital family vaults on your own, risk-free

 

Start My Free Trial