Year-End Legal Checklist: Documents to Review Before the New Year

As the year comes to a close, many people focus on holidays, travel, and setting goals for the year ahead. One important step that’s often overlooked is reviewing key legal and personal documents before January begins.

Life changes quickly, and documents that were accurate a year—or even a few months—ago may no longer reflect your current situation. Taking time now to review and update them can help you start the new year with clarity and peace of mind.

Below is a practical year-end checklist to consider.

1. Estate Planning Documents

If you have a Living Trust, Will, Power of Attorney, or Healthcare Directive, review them to confirm:

• Beneficiaries are still correct

• Trustees, executors, or agents are still appropriate

• Property and assets listed are up to date

• Contact information is accurate

Major life changes—such as marriage, divorce, the birth of a child, or the purchase or sale of property—are common reasons updates may be needed.

2. Family Law Documents

For individuals with active or recent family law matters, year-end is a good time to review:

• Custody or visitation agreements

• Support orders

• Name change documents

• Pending court filings or deadlines

Confirm that agreements reflect your current circumstances and that any required filings have been completed.

3. Business & Contract Documents

Business owners should review:

• Operating agreements

• Contracts and service agreements

• Independent contractor agreements

• Promissory notes or payment arrangements

Ensuring documents are current can help prevent disputes and set a clear foundation for the upcoming year.

4. Court Filings & Open Matters

If you have documents that were previously returned by the court, are awaiting signatures, or require additional steps, addressing them before year-end can prevent unnecessary delays in the new year.

Court processing times can vary, and holiday closures may impact timelines, making early planning especially important.

5. Plan Ahead for 2025

Even if no updates are needed right now, understanding what documents you have—and what you may need in the future—can help you plan more effectively. Many people choose to start the year with updated documents rather than scrambling during an emergency.

Final Thoughts

Reviewing your legal documents doesn’t have to be overwhelming. A simple check-in before the year ends can save time, reduce stress, and provide peace of mind moving forward.

If you’re unsure whether your documents need updates or would like help preparing new paperwork, consulting with a document preparation professional can help you understand your options.

Wishing you a peaceful holiday season and a prepared start to the new year.