Life Transition Master Checklist

A comprehensive checklist for navigating major life changes

Major transitions touch every area of your life. Use this master checklist to ensure nothing important slips through the cracks — work through it at your own pace.

<\!-- Section 1 -->

1. My Transition

Type of Transition

Started

Timeline

My primary goal right now:

<\!-- Section 2 -->

2. Administrative & Legal

Legal / Admin

Updated will or started estate planning
Reviewed / updated beneficiaries (insurance, retirement)
Organized important documents in one place
Updated emergency contacts
Reviewed insurance coverage (health, life, auto, home)
Address changes filed with USPS
Driver's license / ID updated
Voter registration updated
Professional licenses / certifications current

Notes

<\!-- Section 3 -->

3. Financial

Finance

Created or updated personal budget
Reviewed all accounts and subscriptions
Emergency fund status reviewed (target: 3–6 months expenses)
Retirement contributions reviewed
Credit report reviewed
Tax implications of transition understood
Financial advisor consulted (if needed)

Notes

<\!-- Section 4 -->

4. Health & Wellness

Health

Primary care doctor established
Health insurance coverage confirmed
Prescriptions transferred / updated
Dental and vision care scheduled
Mental health support in place
Regular exercise routine established
Sleep schedule regularized

Notes

<\!-- Section 5 -->

5. Work & Career

Career

Resume / LinkedIn updated
Professional references secured
Skills gaps identified and addressed
Professional network activated
Benefits (health, retirement) transitioned
Income and expenses balanced

Notes

<\!-- Section 6 -->

6. Social & Emotional

Support network identified
Therapist or counselor engaged (if needed)
Community involvement / social activities planned
Personal goals for this chapter written down
Self-care routine established
Grief or loss processed (with support if needed)

Notes

<\!-- Section 7 -->

7. My Next 3 Priorities