What are the steps to completing my personal planner?
• Get started… • Set aside one-to two-hour windows. • Read the two introductory chapters, About This Book and Completing Your Planner. • Prepare planner pages… • Using the workbook, make copies of planner pages (and use ink for your final copy), or • Using the CD-ROM, print planner pages and complete by hand, or simply complete each section on your computer, password-protect and save, then print. • Get a planner binder… • Get a binder with tab dividers. • Add some pocket and sheet protector pages. • Include a binder pouch or two. • Store your planner securely… • Use a fireproof, waterproof home safe. • Store with your attorney – but only planner sections 18 through 28. • Store in your safe deposit box – but, again, only sections 18 through 28. • Skip around… • Start with easiest or most important sections. • Begin to collect related documents. • Complete sections that apply to you, while skipping those that don’t. • Talk to loved ones – especially your agents, executor, and successor t
