top of page

Instructions for the afterlife: Preparing for the inevitable

Instructions for the Afterlife: Preparing for the Inevitable

This is a guest post from Robert Brokamp of The Motley Fool. Robert is a Certified Financial Planner and the adviser for The Motley Fool’s Rule Your Retirement service. He contributes one new article to Get Rich Slowly every two weeks.

I hate to get all morbid on you, but if something happened to you today that temporarily or permanently (or immortally, depending on your religious persuasion) put you out of commission, would your family be able to locate all the necessary papers, people, and passwords necessary to continue or settle your affairs? Documenting this information is one of the 10 steps that I consider important to any estate plan.

What should be in this collection of sensitive material? Here are some ideas.

Where to Go for Help

Include the phone numbers and addresses of professionals you’ve worked with. This will help in sorting out your affairs, and give you the opportunity to recommend professionals whose services you think your family may need. This list could include:

237 views0 comments

Recent Posts

See All


bottom of page