- 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