Planning

Review your affairs plan when life changes

A short regular review can keep useful information from becoming outdated.

Notice the changes

A move, new account, new device or change in your support network can make a record out of date. You do not need to rewrite everything. Start with the entries affected by the change.

Check locations and contacts

Confirm where originals are kept and whether the phone numbers and email addresses still work. Read your notes as though you were seeing them for the first time. Replace vague instructions with a clear description.

Review agent contributions

Look at submissions awaiting your approval. Accept accurate information or request changes. Approval means you accept the record; it does not authorise the agent to send messages, publish stories or release private material.

Use a reminder you already have

Until LastConnect review reminders are available, use your existing calendar to set a suitable review date. Keep a short note of unresolved questions. After-death release stays disabled regardless of record status.

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