Annual Document Review Checklist
One hour, once a year. Eight checks that keep your documents current, your backups accessible, and your emergency information accurate.
What's in the template
- 8 annual review items with checkboxes and clear explanations of what to do
- Covers expiry dates, backup verification, beneficiary designations, and emergency contact updates
- Date field to record when the review was completed
- One-page print-friendly layout
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Why this template exists
Documents don't stay accurate. Policies lapse, people change phone numbers, you move house, a new medication replaces an old one. The emergency information sheet you filled in three years ago is wrong in at least two places. You just don't know which two.
The annual review is the maintenance work — not glamorous, not urgent on any given day, but the reason everything still works when you actually need it. One hour, once a year. That's the trade: an hour now against days of chaos later.
After the review, keep your scans organised and up to date with filedup — privately, on your iPhone, always with you.