WPCN  M:E9iTmz3 \) !G֜,"age6cTBn9S,UaˢOyo@|fB}zbk\DNuxt fNh}Hj7i~0 _2, }η]T{;Pwǭx =joah9gٴjmӔ C='A@ ұ,)CpslaG,͵7tJr]NV:f[CNZ,K,!eSO1G./T{'Zr*Z'^5++~BbQO?׌<wROF݈φH5dt/E^ xHF9Qoi5^a%cƖiQŠqao;+,Bu$Ce&%Vx44d2Rw_1+X#ӂ]c(:c:N!+\#UN % 0@% ^ e wq 4u   m 1u 72& 0X V N f a 0 0 B ( < Optra,,,,,,0(9 Z6Times New Roman RegularX($    C9[#9:i+003|xU3#37=CIQYag1.a.i.(1)(a)(i)1)a) i)(b$0  0` (#(#2#   .3  0 ` (#` (#TABLE A2]]0OLevel2   2#  a  .3  . 52Nc0OLevel30  2#   .3  0` (#(# dlastpage2lastpage !     _ ThisisjustapageforsomeMergedocumentassemblycodeandtechniquesIuse.   1)First,oftenwhendraftingdocumentsyoudonotnecessarilywantitdatedthisveryday.Youmay  wantitdatedtomorrow,whenthesigningoccurs,forexample.Here'sanembeddedmacroIuseto t selectadocumentdate: ` B   J  If(NOTExists(_vDocDate_))  `   Persist(_vDocDate_;_vDocDay_;_vDocMonth_;_vDocYear_;_vOrdinal_)  L  _EndIf_  8  _DialogDefine_Ԁ(1;50;50;75;60;Percent!|OK!;"SelectDate") $  _DialogSetProperties_Ԁ(1;"_Verdana_";12p)   _DialogAddDate_Ԁ(1;"_rDate_";12;18;50;14;0;_vDocDate_;)   _DialogAddText_Ԁ(1;"S1";9;6;56;10;Left!;"DocumentDate:")   _DialogShow_Ԁ(1)   _vMonths_Ԁ=0 ` {"January";"February";"March";"April";"May";"June";"July";"August"; p "September";"October";"November";"December"}\` (#` (# _vD_Ԁ=_StrParseList_Ԁ(_vDocDate_;"/") H _vDocMonth_Ԁ=_vMonths[StrNum_(vD[1])] 4 _vDocDay_Ԁ=vD[2]  p _vDocYear_Ԁ=vD[3]  \ Switch(_StrNum_(_vDocDay_)) H   _CaseOf_1;21;31:  _vOrdinal_Ԁ=("st") 4   _CaseOf_2;22:   _vOrdinal_Ԁ=("_nd_")     _CaseOf_3;23:   _vOrdinal_Ԁ=("rd")     Default:   _vOrdinal_Ԁ=("th")  _EndSwitch_  KCPutthisinthedocumenttogetanOrdinalDate: X  ގ  _vDocDay_ޏ ގ  _vOrdinal_ޏ dayofގ  _vDocMonth_ޏY ,ގ  _vDocYear_ޏ  D! PutthisinthedocumenttogetaRegularDate: #l! ގ  _vDocMonth_ޏ6 ހގ  _vDocDay_ޏx ,ގ  _vDocYear_ޏ  $X" 2)Next,hereisatableofanumberofcodetechniquesIuseinestateplanningdocuments: %0!$ *Hddd Xdd Xdd X(#(#,dd , dd +  '#&'# Atthebeginningofadocument,assignvariablesforsexofthespouse,andapathforclauses. (l#' Thisputsabunchof"If..Then"statementsupfront,andusesvariablesthereafter.Muchmore )X$( efficient.  )D%) B  0  _vSex_;ތ  ކ  L  SexM;1;1އލ1 P Z  "ގ  _vSex_ޏ>"<>"M"AND"ގ  _vSex_ޏ"<>"F"[3 <   l @  _vSex;Male_Ԁ(M)orFemale(F)?;SexofL  NameMQA (  l 0  _vSex_;ތ  ގ  _vSex_ޏލ1   0  _vPath_;"c:\Data\Documents\Estates\Wills\Clauses\"1M   0  _vSpouse;wife_1   0  _vSHimHer;her_1# t   0  _vSHisHer;her_1| `   0  _vSHeShe;she_1 L  0  _vHimHer;him_1- 8  0  _vHisHer;his_1 $t  0  _vHeShe;he_1 `  Z  "ގ  _vSex_ޏ>"="F"[3 L   l 0  _vSpouse;husband_1 8  l 0  _vSHimHer;him_1 $  l 0  _vSHisHer;his_1}   l 0  _vSHeShe;he_1   l 0  _vHimHer;her_1E   l 0  _vHisHer;her_1   l 0  _vHeShe;she_1  p  \  _SpouseName_]o H  l 0  _vSHimHer;him_Ԁorher1 4  l 0  _vSHisHer;his_Ԁorher1>  p  l 0  _vSHeShe;he_Ԁorshe1  \  C * H q*ThefollowingisthemethodIusedtouse,whichhadIF..THEN..ELSE x statementsscatteredthroughout.Stillusefulforotherpurposes: /%  q  /Code '@" 'Description @"  Z  "L  SexMq"="m"[fwife husband  #! XpXXreferringtowifeorhusband #" #XpXXXp#hZ  "L  SexMd"="m"[Yer im  @% # XpXXpreferringtoherorhim;survivor @% $ #XpXXXp#Z  "L  SexMT"="m"[Is he  &"% XpXXpreferringtosheorhe;survivor &"& #XpXXXp#hZ  "L  SexM9"="m"[.er is  @(#' XpXXpreferringtoherorhis;survivor @(#( #XpXXXp#Z  "L  SexM) "="m"[ or _rix_  )%) XpXXpendofword;referringtomakerofdocument )%* #XpXXXp #l  r  _dateord.wcm_sC!m9!  @+&+ XpXXprunthismacroNEXTmerge @+&, #XpXXXp!#l  J  _GenerateDoc_ d (_DontSave_!;Undo!)K?"m5"J   P  _MergeFileType_Ԁ(Form!)K"  < XpXXprunthesemacrocommandsNEXTmerge d #XpXXXpa##Z  "L  SexM#"="f"[##Zlastpage2#?   ![lastpage!?   l XpXXpCrossreferto"_lastpage_"if"m","lastpage2"if l "f" & v Z  "L  SexMY%"="f"[N% Z   [ #XpXXXp$#XpXXXp  t  SetTargetto"_lastpage_"if"m","lastpage2"if t   "f"#XpXXp%#XpXXp . ~  @  _DorF;Domestic_ԀSitus(YorN)?;TaxCharacter |   ofTrustA& h   Z  ތ  "ގ  _DorF_ޏ'"ލ{'ހ="Y"[q' T   l 0  _DorF;Domestic_1( @    l 0  _DorF;Foreign_1w( h   #XpXXXp&#XpXXXp  T  Askiftrustwillhavedomesticsitus.Set |  Variable"_DorF_"to"Domestic"ifY, 6  "Foreign"ifN.#XpXXp(#XpXXp  @  DATEDJ  Run(?_PathMacros_+"Date  _Ordinalize.wcm_";{ގ  _vDate_ޏ*})KF*.  p Runamacro,passingthevalue_vDate_Ԁtoit.#XpXXp*#XpXXp"  "3)Finally,thismaybebleedingobvious,butafterworkinginWordPerfectforover20yearsit's x somethingIjustfiguredout.WhatIhavealwaysdoneinestateplanningdocumentsishaveseparate d fieldsforTrustee1,Trustee2,Executor1,Executor2,eachperson'saddress(AddressT1,PhoneT1), P andsoon.Thisworkedfineforwills,butnotsomuchforthedocumentsthatgowiththem:powers < ofattorneyandthelike.Also,youwinduphavingtoduplicateinformation.Thatis,ifExecutor2 (x isthesamepersonasTrustee2,you'vegottoenterhisname,address,andphonenumbertwice. d I'vealwaysthoughtabetterapproachwouldbetolistthespouse,children,andfiduciaries,andthen < refertothemwithinthedocument.Thatis,setupadatafileofpeople(e.g.,Fiduciary1,Spouse, (  Child1),andrefertothem(Executor1=Child1).SoIrolledupmysleevesandenteredintoanew ! project:writingwhatIthoughtwouldbeacomplicatedmacrosoIcoulddothis.Iwasthinkingin " termsofusingmacrocodetoassignvariablestotheseveralfiduciariesviaadialogbox,asIalready  # doforsettingthedateofthedocument,thenusingthegeneratedvariableswithinthedocument. !$ TurnedouttobealoteasierthanIthought!Aftersomeexperimentation,IfoundIcoulddothings `#& thisway:CallthefieldforSpouse"S",Child1"C1",Child2"C2",Fiduciary1"F1",Fiduciary2 L$' "F2",andsoon.Theinformationforeachincorporatestheindividual'stitle:soChild1'sinformation 8% ( isAddressC1,PhoneC1,EMailC1.Fiduciary2'sinformationisAddressF2,PhoneF2,EMailF2. $&t!) ThenIcreatedfieldsforthefiduciaries:"Executor1"through"Executor4,""Trustee1"through 'L#+ "Trustee4,""HIPAA1"through"HIPAA4",andsoon. (8$, Thenallyoudoissetthefiduciaryfieldstorefertothepeople.SupposeyouwantExecutors1 *&. through4tobeSpouse,Fiduciary1,Child1,thenFiduciary3.ThefieldvalueofExecutor1would +&/ thenbe"S",Executor2"F1",Executor3"C1",andExecutor4"F3". ,'0  -(1 Withinthedocument,itgoeslikethis:  "Iappointthefollowingpersons,eachtoactsolelyandsuccessively,intheordernamed,as  IndependentExecutorofmyestate.Ifanamedpersonisunableorunwillingtoactortocontinueto t actasIndependentExecutorforanyreason,includingbutnotlimitedtoincapacityordeath,the ` next-namedpersonisappointedasIndependentExecutorwiththesamepowers,rights,discretions, L  obligations,andimmunities.Iftwopersonsarenamedandoneisunableorunwillingtoactorto 8  continuetoact,theothermayactalone. $ t   1)0 ` L  L  Executor1M]8MS8,ofL  AddressL  Executor1M8M8; L ` (#` (#   2)0 ` L  L  Executor2M9M 9,ofL  AddressL  Executor2M[9MJ9;$ ` (#` (#   3)0 ` L  L  Executor3M9M9,ofL  AddressL  Executor3M:M:; ` (#` (#   4)0 ` L  L  Executor4M:M~:,ofL  AddressL  Executor4M:M:." ` (#` (# (TheabovecodehasbeensimplifiedfromwhatIactuallyuse.I'veremovedabunchof \ _IFNOTBLANK_Ԁstuffandadditionalinformationlikephonenumbersandemailaddresses.) H ThefirstlinethusactuallygetsFIELD(S)ofFIELD(_AddressS_);thesecondFIELD(F1)of  p FIELD(AddressF1),thethirdFIELD(C1)ofFIELD(AddressC1),andthefourthFIELD(F3)of  \ FIELD(AddressF3). H Thisway,eachperson'sinformationappearsinthedatafileonlyonce,andeveryonecanbeassigned   differentrolesinthedocumentsquiteeasilyifdesired.Itismoreefficient,morelogical,andsimpler,   too.  Thisisprobablyoldnewstosome,butitneveroccurredtomebeforethatIcouldnestmergefield  codestomakethemactlikevariables.Itwillsavemesomeconsiderabletimeondocumentdrafting, l allowingmetofocusonmoreimportantaspectsthancopyingandpastinginformationaround. X  Thisideawill,ofcourse,workgreatinsettingupbusinessentities(e.g.,definingwhoistobe 0"  President,ChairmanoftheBoard,andsoon).Perhapsitwillbeausefultechniqueforothers.