A guide can be accurate when you create it and confusing a year later. A contact changes jobs, a folder moves, or a household service ends. Small reviews help keep the information useful.
You do not need to rewrite everything each time. Begin with the details most likely to change and the instructions someone would use first.
Review after a meaningful change
A move, new job, different care arrangement, or change in a service provider is a natural reminder. Update the related instruction while the change is still fresh in your mind.
If you move a document folder, update its location. If you replace a contact, check whether that name appears in more than one instruction. Look for the connection rather than editing only the obvious entry.
Use a short review checklist
Check the current contacts, important locations, household routines, and priorities. Read the personal message to make sure it still feels right. Review who has access and whether each person's PDF permission reflects your wishes.
Then preview the guide as a whole. Repeated information, vague titles, or instructions that depend on old assumptions can be easier to notice in the reader's view.
Remember offline copies
A PDF does not update automatically. If you have made a meaningful change, consider saving a fresh copy and telling anyone who holds an older version. Previously saved or printed copies may remain in circulation even after you ask for them to be replaced.
Keeping the subscription active matters too. When it expires, both creator and Trusted Person online access end; an offline copy is a separate file, not continued website access.
Choose a review routine you will actually use, perhaps alongside another household task. A brief, thoughtful review is better than an ambitious schedule you avoid. The aim is not a flawless record of your life. It is information that still points someone in the right direction when they need it.