Annual Review
For households that want to stay current
Circumstances change. Properties change. The risks facing Southern California change. The Annual Review keeps your Household Resilience Dossier current — revisiting your preparedness, updating documentation, and ensuring that what was true when we finished your engagement is still true today.
What you will get.
An annual preparedness walkthrough — a structured revisit of your property and household circumstances to identify anything that has changed and needs to be reflected in your Dossier.
An updated Household Resilience Dossier — your preparedness record refreshed to reflect any changes to your property, your household, your insurance, or the risk environment.
Revised emergency protocols and evacuation plans — updated plans that account for any changes to your household since your last engagement.
Safety infrastructure maintenance review — a systematic check of your household's critical safety equipment, including fire extinguishers, smoke and carbon monoxide detectors, emergency lighting, and other installed systems, ensuring everything is current, functional, and up to standard.
Emergency supply rotation — a review of your stored supplies — food, water, medications, batteries, and other perishables — with guidance on what to replace, replenish, or upgrade so your household is never relying on supplies past their useful life.
Refreshed documentation and inventory — updated records ensuring your household documentation remains accurate and complete for insurance and estate purposes.
Continued access to Held's expertise — an ongoing relationship with an advisor who knows your household and can answer questions as your circumstances evolve.