Print sheet
Printable life admin checklist
One line per skill with a box to tick. Skills you have marked learned in this browser print with a tick. The full guides are on the life admin page; every skill is also in the master list, and the guides pull them together.
Paperwork and life admin
Tick each skill once you can do it without the guide.
- Build a document vault and tell one person where it is
- Check and update every beneficiary form
- Prepare notes for a will and book a lawyer
- Name a health care proxy and share copies
- Read my plan's deductible, copays and network before a visit
- Keep tax records by year for at least seven years
- Change my name in the right order and tick off each office
- Gather financial and property documents before a divorce
- Check my passport expiry and set a nine month reminder
- Audit and cancel forgotten subscriptions
- Name a digital legacy contact on my key accounts
- Know the paperwork order after a spouse dies
- At open enrollment, compare plans, check your doctors and submit on time
- Start a tax folder in January and tick forms off as they arrive
EveryWomanSkills, general information for learning. Full steps for each line are on the skill's page.