Who are you?
You only need to do this once on each computer.
Dad, this is the plan we talked about. It works out how much you and Mom might need in the years ahead, including in the expensive cases, and gets the house, the papers and the advice in order.
We do this together. Each item is marked for you, for me, or for both of us. Let's sit down once for each of the five steps and check things off as we go. Whatever either of us checks off or writes here shows up for both of us.