Published in Money & Life by Jordan Vaka
When someone you love dies, you inherit more than their assets—you often inherit responsibility. In his latest article for Money & Life, Planning Solo founder Jordan Vaka explains how to make sense of what you’ve been left to manage.
From self-managed super funds and family trusts to share portfolios, Jordan outlines the first practical steps for widows and adult children facing complex financial structures. Just as importantly, he acknowledges the emotional weight that comes with these decisions—fear, guilt and loyalty—and why it’s okay to feel uncertain before taking action.
Whether you’ve become a trustee overnight or you’re trying to honour a loved one’s legacy while planning your own future, this piece is a compassionate guide to getting started with clarity and confidence.
