01
Jobs & Benefits
Health coverage, retirement plans, workplace insurance, leave and employment records.
Open Jobs & Benefits →
Set Status
Yearly Preparedness Review
Annual Life Review
Once a year, take a broad look at the important parts of your life and ask a simple question: is this area current, does it need a closer look, or has something changed enough that action is needed?
This is an organizational review, not professional legal, medical, financial, tax or insurance advice. Use the linked guides and appropriate professional resources when a specific life area needs deeper attention.
Annual Review Dashboard
Your life at a glance
Set one status for each life area.
Current
0
Review
0
Update Needed
0
Not Applicable
0
Areas reviewed
0%
You are not trying to finish your entire life today.
Give each area one status. Use Current when it looks good, Review when you want to look closer, Update Needed when you already know something requires attention, and Not Applicable when the area does not apply to your situation.
13 Life Areas
Review the systems that support your everyday life.
Each card links back to the deeper Have These Now guide for that topic, so your annual review can become a practical action plan instead of a pile of vague reminders.
02
Money
Budget, emergency savings, credit, debt, taxes, retirement and financial records.
Open Money Guide →
Set Status
03
Insurance & Protection
Life, health, disability, home, renters, auto and other important coverage.
Open Insurance Guide →
Set Status
04
Health & Medical Readiness
Medication lists, providers, pharmacy, insurance, emergency contacts and important documents.
Open Health Guide →
Set Status
05
Identity & Documents
Identification, certificates, insurance records, legal records and document storage.
Open Documents Guide →
Set Status
06
Home & Housing
Lease or mortgage, insurance, utilities, maintenance, warranties and household records.
Open Home Guide →
Set Status
07
Vehicles & Transportation
Registration, insurance, ownership records, maintenance, recalls and roadside readiness.
Open Vehicles Guide →
Set Status
08
Family & Dependents
Dependents, beneficiaries, emergency contacts, caregiving and shared responsibilities.
Open Family Guide →
Set Status
09
Business & Self-Employment
Registration, taxes, insurance, contracts, digital assets and continuity planning.
Open Business Guide →
Set Status
10
Emergency Preparedness
Contacts, communication, evacuation, supplies, health needs, documents and household safety.
Open Emergency Guide →
Set Status
11
Legal & Estate Planning
Wills, powers of attorney, healthcare directives, beneficiaries and important legal records.
Open Legal Guide →
Set Status
12
Digital Life & Security
Email security, passwords, recovery methods, devices, backups, subscriptions and digital legacy.
Open Digital Guide →
Set Status
13
Final Affairs & Legacy
Important contacts, final instructions, digital assets, household records and personal wishes.
Open Final Affairs Guide →
Set Status
What Changed?
Life events are often the reason old plans stop fitting.
Mark anything significant that happened since your last review. A major change does not automatically mean something is wrong, but it is a useful reason to revisit benefits, beneficiaries, documents, insurance, finances and household plans.
Your Review Summary
Turn the review into a short priority list.
The goal is not a perfect score. The useful outcome is knowing what you can leave alone and which areas deserve your attention next.
Current
Areas you reviewed and believe are in good shape right now.
0
Needs Review
Areas worth checking more closely before deciding if changes are necessary.
0
Update Needed
Areas where you already know something needs attention.
0
Useful Next Steps
Go deeper only where your review says you need to.
Your Next Step
Choose one area marked “Update Needed.”
You do not need to fix thirteen areas at once. Pick the most important one, open the deeper guide, and move one unfinished part of your life back into the “Current” column.