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If you died tomorrow, can your family actually run your portfolio? The one-page plan + 5 documents to leave behind
['Financial Horse', 'Stacked Homes', 'August', 'Sethisfy', 'Live Rich Life Free', 'Beansprout']
TheFinance.sg
What my family would actually face if I died tomorrowThe 5 documents that change the timeline from years to weeksThe one-page plan I’m leaving behind (and how to make yours)Okay so this one is by popular demand.
At the end of the brokerage account article, I asked whether there was interest in a piece on how to leave behind a portfolio your spouse/kids can actually run.
So I decided to sit down to answer the question properly — if I died tomorrow, could my family actually take over my portfolio?
But because the entire map — which accounts exist, whaere they are, what happens to each one — lived in exactly one place.
So In this article, I’ll cover:...