Don’t Start Your New Year Without This…
Essential records to review and refresh as you prepare for the year ahead
The beginning of a new year is a natural moment to pause, reflect, and ensure the important details of life are in order.
Whether you’re managing your own affairs or supporting a loved one, having essential documents reviewed and organized brings clarity and peace of mind. This checklist is designed to help you take stock, refresh what’s needed, and move into the year ahead feeling prepared and supported.
What This Checklist Covers
This thoughtfully curated guide walks you through reviewing and updating key documents, including:
Estate and financial planning records
Health care and advance care directives
Insurance and property documentation
Personal identification and essential records
Key contacts and information your family may need
It’s not about making changes all at once - it’s about knowing what you have, where it lives, and whether it still reflects your current season of life.
Who This Is For
This checklist is especially helpful for:
Busy professionals who value organization but have limited time
Families supporting aging parents or planning ahead together
Individuals considering a future move, downsizing, or lifestyle shift
Anyone who wants to begin the year feeling calm, prepared, and informed
Why an Annual Review Matters
Life changes - often quietly, sometimes unexpectedly.
Homes evolve. Health needs shift. Family dynamics change. And documents that once felt complete may no longer reflect reality. An annual review helps ensure everything is aligned before decisions feel urgent.
Clarity now allows for more confident choices later.
A Thoughtful Approach to Transitions
At New Leaf Realty Group, much of our work begins long before a move or sale ever takes place.
We support individuals and families as they prepare - organizing information, clarifying priorities, and intentionally planning for what’s next. Whether that next chapter involves staying put, simplifying, relocating, or supporting a loved one, preparation creates ease.
This checklist reflects the same philosophy we bring to every transition: steady guidance, attention to detail, and care for the people involved.
Download the Checklist
A simple, practical resource you can revisit each year - and share with those you care about.