Estimated reading time: 9 minutes, 26 seconds
This is a topic that has been weighing heavy on my mind lately, and after a recent discussion (literally, 4-5 minutes ago) with my girlfriend, I figured it’d be best to type this article out.
Do you have a spouse that has no interaction with what you do on a day to day basis? Maybe they have their own job, or maybe you’re the sole provider. In my case, I am the sole provider. My girlfriend has severe anxiety, which causes her to not be able to work, so I provide for us. I love it, and honestly, even if she was able to work, I wouldn’t want her to. I love the fact that we can spend so much time together. But, what would she do if I died tomorrow? Would she be able to pick up where I left off and keep the business going?

What I think we should do (at least, what I’ll be doing myself soon) is put a packet together of resources and information for our spouse in case something goes wrong and we don’t make it. Now, I know it’s a bit weird thinking about dying, but lets face it, we’re all going to go sometime, and I know personally that I’d much rather have the comfort of knowing my spouse is taken care of and can move forward without me. So in today’s article, we’re going to go over items of importance and put together some ideas on what could be inside our ‘business from beyond’ packet (yes, that name is just a lame joke – sorry).
Lets break a few things down first (I’ll use my girlfriend as an example, just fill in the blanks for your spouse as needed, adding extra items you feel they’ll need to know).
So, now that I have a base for what she could and couldn’t do, I have to lay out a plan that will detail to her the ever step that it takes to run the business, get clients, fulfill jobs for clients and keep everything running smoothly, as if I never left.
I am not suggesting that you try to teach your spouse how to code, design and create websites, logos or print material. There’s really no need to. There are tons of killer designers and coders already out there who could do that for him/her, and allow them to focus on the more important aspects of the business – the money.
Most of us (I will assume – let me know in the comments section if I am wrong) use invoicing software like Freshbooks or Invoice Machine, and since these apps are really kick ass products, they tend to have a “how to” video or two lying around that your spouse could look over. You could even have them sit down one night and show them how to do it, or watch over your shoulder as you handle these things. The same goes with accounting. Find some how to videos for them and pile them together for your spouse to look over.
First things first, your spouse is going to have to know the following:
Breaking things down, it starts to get a bit clearer on what would need to be explained and how things could keep moving forward, even if we weren’t here. Lets tackle the first item on the above list and see how much easier we can make it on them if we weren’t here.

I’d suggest making a quick and simple list, similar to the one below that details how to login to each of the places your business has accounts. From emails, to invoicing, project management, payment processors and social media profiles. All of them are important, and all of them are parts of your business that your spouse will need to know.
Add as many items to that list that you need. Obviously there will be more, but make sure they’re all listed and easy to get to.

Now comes the part that you really need to put some thought into. If you’re like me, you know of a bunch of kick ass designers, coders and developers who you chat with on a regular basis and know that if needed, they’d be able to do what you do, if your spouse contacted them. Get their names and information together, put it into it’s on section of the packet and make sure things are as detailed as possible. I’d even advise contacting these people to let them know you’d like them to be on the list, and if at any time they get a new job, or wouldn’t be taking freelance work anymore, they should contact you to let you know (and if you’re cool with them and chat with them on various sites and through email, you’d probably be able to know these things anyways).
What I do for a living is mainly wordpress websites. Not just simple blogs, but full blown wordpress websites that have magazine style home pages, options panels and various custom php functions. So, places like elance and sitepoint forums won’t be of much help. What I’m going to do is custom cater my needs, find a wordpress coding company (or freelancer, who just runs a “company” site) and keep their details on file. I’ll have a few, and will make sure my spouse knows to shop around.
I’ll also need a kick ass designer who can create killer website designs. The same as above applies for this as well. I’ll get a list together, make sure my spouse knows to shop around and will make sure I’ve got a few different people on the list.

Being honest with yourself for a minute, if your business has been running for a year or more and still doesn’t get new clients through word of mouth or through search engine rankings you’ve acquired, you are doing a few things wrong and should be reading other articles first. But lets say that even if you’ve got a steady flow of repeat customers and referrals, your spouse wants to keep growing the business, where do they find new work?
Job boards are a gold mine of job leads. It’s like heading to a lake to go fishing and knowing that all of the fish are under this big rock – all you have to do is cast your bait and at least one of them will bite. I wrote about job boards in the last article here on Guerrilla Freelancing, so I’d just use that as a reference for this point.
Forums are also a great place to find work. Places like the Freelance Switch Forums and Sitepoint are perfect places to check out and have links to (remember, we’re adding lists for each of these sections in the packet).
I also make sure that in my twitter profile, I have 5-6 saved searches that allow me to see who’s talking about work that I could be doing. If you do this (items like “need a copywriter” or “php developer” are good places to start – with ” ” marks around it), make sure you let your spouse know, and write up a brief example of how to contact them and keep it from seeming like a pitch (even though they may be asking for one, it’s best to not pitch).

I have an rss feed reader that has over 1,000 different websites in it, in varying categories. Now, this may be overkill for your spouse, so I’d suggest getting the top 5-10 websites in your niche and make sure they’re listed and easy to find. Let your spouse know about places that discuss trends and places that will give out warnings on bad products or how to spot a real, legit product from a rip off that someone is selling without permission.
For me, these are the ten websites I’ll make sure my spouse knows about.
Are there any other things you can think of that you’d add to the packet? Maybe you can note how you use gmail for business email and that you’ve got 3-4 saved canned responses for job leads and follow ups? Or maybe you can mention how you can outsource ghostwriting services to get articles for submission on larger blogs so you can keep links and traffic coming to your site? What is missing from the packet, and what would you add? Let me know in the comments, because as long as I’m alive, I’ll be refining my packet to ensure everything is up to date and has the largest amount of information possible.
Hi, interesting article and very thoughtful. But I’m a bit confused. Are you just outlining how a spouse can fulfill obligations to current clients, or are you really suggesting that someone (my spouse also fits this profile) with no Photoshop or coding skills could really continue, even grow your business?
Perhaps your spouse/girlfriend (referred to as both in your article) could learn Photoshop, coding, and invoicing–but this will take some time. Not to insult her, but with her anxiety, do you really expect her to go to school to learn your trade, and then take on your role after your death? If so, why not now? As I was reading the article, I kept thinking, “Just let it go.” Why, unless she needs the money, and this is the only way to get it, wouldn’t she just move on to something she has experience in?
This article is interesting to me (a print designer) personally because my husband is the main breadwinner now that I’ve lost the non-freelance job I had, lost a client, and can’t manage to get another non-design job. Tough market. However, we can’t survive on just his income. I have a degree of anxiety that I deal with, too — not severe, but limiting.
I would say if you have a bigger company, with employees to think of and possibly entrust the company to, this is something to consider—but not if you’re just one person. I just think that there’s no way I would try to make my husband continue what freelance work I’ve started, especially if he were reduced to a coordinator position. It sounds like what you have in your packet is a freelance agency in a box. You’re concerned with finding jobs and then finding people to do the jobs for you, just to keep the name of your business alive. Is that really going to help it grow? Personally, after the obligations to clients were taken care of, I would prefer my little company to just fade away.
I do apologize if this is out of line; I am often grateful that my family is not dependent on my freelancing income, as I have no retirement plan, health insurance, or stock through it. For that I look to my husband. I hope you feel better about the future with this post, even if it’s confusing to me. Ultimately, it is a series of decisions for you and your spouse/girlfriend. I sincerely wish you and her the very best, and I hope you don’t have to use your packet.
Hi Rose,
Thanks for the insightful comment. I appreciate it.
With my situation, my girlfriend cannot work outside of the home, so if she were to take over my business, it’d be the best solution, since she’d be able to build off of the foundation I’ve already got as well as do it all from inside the comfort of the home.
The underlying thing I noticed when reading the article back again today is that, if you’ve got any time of management skill and/or are organized, you could outsource the entire business and build it without learning how to design anything.
And thanks, I hope I never have to use my packet either, but like a will, it’s just there for ‘just in case’ purposes. I’d much rather know she’s taken care of if something happened.
interesting article, and a topic i’ve thought of quite a bit. Since i am not married, i often wonder if i were to die suddenly, who would let my clients know. I supposed I should put together something like this, but more of a list of my client emails and where to find their files. That way, my boyfriend or family could send them any files I’m working on for them so they’re not left in the lurch.
Then I suppose where to find my receipts or end of year info and CPA info….i would imagine, that even if i’m dead, the IRS would still expect me to pay taxes on what i’d earned that year
A tough topic you picked, but I appreciate that you made this bold move. Death is often just silenced away in our society and it is important that we prepare ourselves and families for the eventuality.
I think it is also important that you name your spouse/partner as your legal successor regarding business affairs in your will.
A little morbid, but a very important thing to think about. Personally, before worrying about your clients and business I’d get some life insurance sorted out, so as to provide a decent buffer to give your partner time to deal with things and get sorted.
As DesignLovr said, get the legal stuff sorted, and make sure there’s a family support structure in place also.
I’m lucky in that my wife has decided to learn web development so can a) work with me which is nice and b) I know that if I wasn’t around she would have the skills to pick up my work and make a living from it.
hey,
Thats a very thoughtful article. I run a design studio along with my fiance, and we think we complete each other, as i am good in creative and he into finance and accounting and management and handelling clients. But he really cant fit into my shoes and neither can i. Because, Creativity is a virtue which everyone does’nt possess. Thought process and ideation can eventually be developed but not in an overnight span. But yeah, other facts are right that he can outsource or hire someone to do craeatives. Anyways, nice article and these are just my views. Nice reading you.
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Shweta Jain