Guide
Annual Review
Life changes. Asset values change. Nominees change. Keep your plan current.
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.
We prompt you to review: nominees, asset values, will updates, beneficiary designations. It takes a few minutes. 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
Set a reminder—birthday, new year, or any date that works. When you get the prompt, go through your inventory, will, and documents. Update what's changed.
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?"