Life Admin Checklist | The Planning Studio

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PAPERWORK

Documents & Paperwork

Open and deal with important post File important documents Shred paperwork no longer needed Check important documents are up to date Save digital copies of important paperwork Organise receipts that need keeping Complete any outstanding forms

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DATES & BOOKINGS

Appointments

Check upcoming appointments Book any appointments you've been putting off Add appointments to calendar Reschedule anything you can no longer attend Check appointment addresses / travel arrangements Set reminders for important appointments

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CONTACT

Calls, Emails & Messages

Reply to important emails Reply to messages needing a response Make any calls you've been avoiding Follow up unanswered enquiries Check voicemail if needed Save important contact details

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KEEP UP TO DATE

Renewals & Expiry Dates

Check passport expiry date Check driving licence expiry if relevant Check insurance renewal dates Check memberships due for renewal Check annual subscriptions Add important renewal dates to calendar

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HOME

Household Admin

Check household bills Submit meter readings if needed Book any repairs or maintenance Follow up outstanding repairs Check household supplies that need replacing Update household calendar Deal with any household paperwork

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MONEY ADMIN

Quick Money Check

Open the full Monthly Money Checklist →

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DIGITAL LIFE

Digital Admin

Clear important emails Unsubscribe from unwanted emails Organise downloads / files Delete screenshots no longer needed Back up important photos or files Update important apps / devices Check cloud storage space

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DECLUTTER

Subscriptions & Memberships

Review streaming subscriptions Review app subscriptions Review memberships Cancel anything you no longer use Check upcoming free-trial end dates Check for price increases

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GETTING AROUND

Car & Transport Admin

Check MOT date if relevant Check vehicle tax if relevant Check car insurance renewal Book service / maintenance if needed Check breakdown cover Deal with parking / travel admin

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GET IT BOOKED

Things to Arrange

Book appointments Book travel if needed Book accommodation if needed Make restaurant / event reservations Arrange childcare / pet care if needed Add confirmed plans to calendar

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DON'T FORGET

Returns, Refunds & Collections

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LOOK AHEAD

Calendar & Important Dates

Open Important Dates →

Life Admin

Checklist

Life Admin Reset