How this checklist works
This is a self-audit tool. Each item asks whether a part of your Ready File is current — contacts, document locations, insurance details, household routines, and more. Work through each category at your own pace. When you confirm something is still accurate, check it off. If something needs updating, that's your to-do — go update the real document wherever it lives (your own files, a binder, a password manager). The portal only tracks your progress. It doesn't store your documents or personal data.
- Check it off when the information is confirmed current.
- Update it outside the portal if something has changed.
- Review annually or after major life events. We'll send a reminder.