Annual Reserve Review Visit
A yearly check-in to update your catalog after life changes, new reserves, or spent items.
Purpose
Reserves change. Certificates mature, new savings accounts open, jewelry is acquired or gifted, and storage locations shift after a move. The annual review keeps your catalog accurate so Layer II and Layer III remain trustworthy.
What Changes From the Initial Session
We work from your existing catalog rather than starting fresh. The visit focuses on deltas: what was added, removed, relocated, or expired since the last session. Updated pages replace outdated ones in your Layer I binder, and a new Layer II seal is applied.
Eligibility
This session is available to households who completed a Home Reserve Cataloging Session within the past fourteen months. If more time has passed, we recommend the full cataloging session to account for drift.