Every year
The Annual Life Audit
2026 Edition
One afternoon a year. Everything current.
Estate plans go stale silently. Beneficiaries stay wrong for a decade. This dated workbook walks your household through a full review once a year, so nothing quietly drifts out of date.
$22Available immediately
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What's inside
- A guided annual review across all nine major life events
- A beneficiary audit — the single most commonly outdated item
- Insurance adequacy worksheets: life, disability, umbrella, long-term care
- A retirement pacing check against your age and target
- A year-over-year comparison page to see what actually changed
- Next-year trigger predictions based on your stage
Who it's for: Anyone who has already put documents in place — and wants them to stay accurate.
Pairs with the free Life Stage Quiz intake
The kit gets it on paper. The free guided intake makes it specific to your state and your situation — and hands you a prioritized action plan at the end.
Start the free intake →Also in the library
This is an educational preparation kit — checklists, worksheets, and guidance. It is not a legal document and does not create one. Pre&Post is not a law firm.