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Review

Annual review checklist

The once-a-year pass: what changed, what went stale, and what nobody has been told about.

Everything in this subject decays quietly. Contacts move, policies lapse, people change. This is the yearly pass that catches it — fifteen minutes, once a year, is the whole maintenance cost of a plan that took a weekend to build.

Answers stay in this browser — nothing is sent to LifeWynQuestions reviewed 2026-08-27

Progress

0 of 9 answered

Section 1 of 3 · 35% of the score

What changed in your life

Have you checked whether a life event this year should change your plan?

Marriage, separation, a birth, a death, a move, a business change.

Have you checked whether the people you named are still the right ones?

Ask it as a fresh question, not as a confirmation of last year's answer.

Have you checked whether anything you own has changed materially?

New accounts, closed accounts, a property, a business stake.

Section 2 of 3 · 35% of the score

What changed in your records

Have you removed entries for things that no longer exist?

A stale record sends someone chasing an account that closed years ago.

Have you checked renewal and expiry dates?

Policies, licences, identity documents, domains.

Have you confirmed your providers hold a current address for you?

The single most effective thing against an asset going dormant.

Section 3 of 3 · 30% of the score

Who has been told

Have you confirmed the people in your plan still know they are in it?

A year is long enough for somebody to have forgotten entirely.

Have you checked their contact details still work?

Try the number rather than reading it.

Has anyone tried to follow your plan this year?

The only real test, and it costs an afternoon.

Nothing answered yet. Your score appears once every question has an answer — a part-finished score would measure the questions you skipped.

How this score is worked out

Three sections: what changed in your life, what changed in your records, and who has been told. “Who has been told” carries real weight because it is the section people skip and the one that makes the rest usable.

Every question is yes/no and carries a weight of 1 to 3. A section scores the weight you answered “yes” to as a percentage of its total weight. The overall score combines the section percentages by the section weights shown on each heading, which always total 100, then rounds. Anything you have not answered counts as “no”, so a half-finished assessment always scores lower than the same situation fully answered — the score is never flattered by stopping early.

The score reflects only the answers you gave. It cannot see your documents, your accounts or the rules where you live, so treat it as a prompt for what to check next, not a verdict.

This is a self-assessment, not advice. It scores the answers you gave against a checklist we wrote — it does not see your documents, your accounts or your jurisdiction, and it is not legal, tax or financial advice. What is required varies by country. Treat the score as a prompt for what to look at next, and speak to a qualified professional about your own situation.

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