Guide
Annual Review
Life changes. Asset values change. Nominees change. Keep your plan current.
Updated: 15 Oct 2026
What is it?
The Annual Review reminds you to revisit your plan once a year. Life changes: new assets, new family members, new relationships. Your plan should change too.
The review has six steps: life changes, asset values, nominees, your will, passwords and documents. The goal is to keep your plan current so your family never has to guess.
Why does it matter?
A will from 10 years ago may not reflect your current wishes. Nominees may have changed. An annual review keeps everything aligned.
It's a small habit with a big impact. Your family will thank you.
How to use it
Open the review and work through the six steps, updating what has changed. At the end you set the date of your next review, and we remind you by email. Check your bank and SBI nominees while you are at it.
Tips
Do it the same time every year. Consistency helps.
Involve your family. "I'm doing my annual review. Anything you want me to update?"
