Year-End Checklist: How to Make the Most of Trustbook

As the year comes to a close, it’s the perfect time to take stock not just of your goals, but also your contracts, coverage, and commitments.

Trustbook helps you enter the new year organized, protected, and in control. Here’s how to make the most of it before January begins.

1. Review Your Insurance Coverage

December is the ideal moment to review your insurance portfolio. Whether for your home, car, health, or life, Trustbook helps you upload and analyse all your policies in one place.The AI automatically highlights what’s covered, identifies missing protections, and suggests where you could optimise or consolidate your plans.

You might find, for example, that your household insurance covers theft but not water damage, or that combining policies with one provider could save you money.Add your partner’s and children’s contracts to see everyone’s coverage at a glance.

2. Prepare for Tax Season

The Swiss tax year ends on 31 December, and January is when most people begin preparing their documents.Trustbook helps you centralise all your employment contracts, benefit plans, and financial agreements — ready to share with your accountant or upload to your online tax declaration.

Tag documents with “Tax 2025” for quick retrieval later. The automatic summaries can also highlight clauses relevant for deductions, such as pension contributions or professional expenses.

3. Manage Renewals and Cancellations

Many Swiss contracts renew automatically unless terminated on time.Trustbook reads your documents, detects renewal and cancellation dates, and reminds you before deadlines expire. You can then decide whether to renew, renegotiate, or cancel unnecessary contracts.

For example, if your car insurance renewal is due on 31 December, Trustbook will notify you in November — giving you time to compare offers and make an informed choice.

4. Update Your Family Profile

Life changes and your Trustbook setup should follow. Add new family members, update addresses, and assign who is covered by which contract. This ensures that every household member is protected and all information stays current.

Trustbook’s Family View gives you a clear overview of coverage across the whole family — structured, simple, and precise.

5. Secure and Back Up Your Documents

Paper folders are still common in Switzerland, but digital storage is more efficient and secure.With Trustbook, you can store all contracts safely in the cloud, fully encrypted and accessible from any device. Retrieve your insurance policy, lease, or warranty in seconds anytime you need it.

This is especially useful before the new year, when you want to declutter, switch providers, or simply feel organized.

Start the New Year on Solid Ground

January always arrives faster than expected. By reviewing your contracts and coverage now, you can start the new year clear, confident, and in control. Trustbook helps you stay on top of renewals, deadlines, and opportunities so you can focus on what truly matters.

Log in to Trustbook or Download the App to begin your year-end review today.