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Annual Checklist

  • Start a family emergency book that houses everything you want a loved one to know in emergencies (this can be digital too!)


  • Check ITEMS THAT EXPIRE and make a note of renewal dates update the family emergency book with expiration dates; set an automatic reminder in the phone/calendar to renew
    • Driver’s license, ID cards, credit cards, passport
    • Professional licenses and professional associations
    • Check when professional CEU and certifications are due, and make note of training needed this year (don’t forget things like CPR!)


  • MEDICAL
    • Schedule annual wellness exams and needed health screenings (mammogram, colonoscopy, etc)
    • Schedule dental appointments
    • Schedule eye exams
    • Check expiration dates on medication - including OTC medications
    • Check for needed vaccines - make sure vaccine records are up to date in the family emergency book
    • Ensure living will is up to date and filed in family emergency book


  • HOME
    • Set up a quarterly reminder in your phone/calendar to test fire alarms and change the batteries annually
    • Check your closets and drawers for items you haven’t worn or used this year.
    • Update the new calendar with important birthdates and anniversaries
    • Drain water heater
    • Ensure home warranties, insurance policies, and appliance information are stored in the family emergency book
    • Update list of paint colors and manufacturers in the family emergency book
    • Clean carpets
    • Set up annual maintenance on the air conditioner
    • Check and repair gaps in seals around doors
    • Get rid of old beauty products (lipstick, eyeliner, etc.)
    • Plan the spring garden
    • Set up reminders in phone/calendar to plan spring and winter gardens


  • PETS
    • Schedule annual Vet visit - including teeth cleaning
    • Make sure vaccines are up to date and filed in family emergency book
    • Make sure microchip/adoption information is filed in family emergency book


  • DIGITAL
    • scan old family photos to hard drive for archival
    • clean out email boxes
    • organize files in your computer
    • Change passwords
    • Ensure photos, videos and voicemails are backed up to hard drive
    • Update password list in family emergency book
    • Update this annual checklist
    • Search for yourself/ your business on the internet to check your digital profiles


  • FINANCES
    • Check for recurring subscription charges
    • Review your investments
    • Update account information in family emergency book
    • Update next of kin/ heirs for accounts
    • Organize receipts and annual statements for taxes
    • Check your credit score


  • AUTO
    • Check for renewal dates for auto insurance, inspections and registration. Ensure dates are updated in the family emergency book and set up automatic reminders in phone/calendar


  • GOALS
    • Review last year’s personal and professional goals
    • Set new goals and make a plan to achieve them


  • SPIRITUALITY
    • Write a list of things your proud of or grateful for this year.
    • Plan to do a random act of kindness
    • Update births, deaths, religious ceremonies and weddings in family bible