Keep your plan current by setting aside time each year to review and refresh your information. Our human-centered Yearly Check-In helps you stay organized by guiding you through confirming that your documents, contacts, and decisions still reflect your life today—while giving you space to update details, replace outdated records, and recognize the progress you’ve made.

Check-In & Accountability sessions are available only to those who have purchased a toolkit. If your check-in was included in your purchasing tier, you should have received an email with your details. If you are scheduling your check-in separately, please enter your information to be among the first contacted when books open in July 2026.