Getting Married Checklist
General information |
Yes |
No |
N/A |
1. Has relevant personal information been gathered? · Names, ages, health statuses · Dependents · Children from previous marriages |
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2. Has financial situation been assessed? · Income · Expenses · Assets · Liabilities |
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Notes: |
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Money management |
Yes |
No |
N/A |
1. Have assets been itemized separately/together? |
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2. Have debts been itemized separately/together? |
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3. Has an apportionment of responsibility for expenses been determined? |
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4. Have separate/joint savings plans been discussed? |
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5. Will separate/joint checking/savings accounts be used? |
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6. Has a record-keeping system been devised? |
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7. Are there any credit history concerns? |
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Notes: |
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Housing |
Yes |
No |
N/A |
1. Homeowner? |
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2. If not, is a home purchase planned? |
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3. Have home ownership options (e.g., joint, sole) been considered? |
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Notes: |
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Insurance planning |
Yes |
No |
N/A |
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2. Will separate health insurance plans be maintained? |
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3. Will health coverage be combined? |
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4. Does life insurance need to be purchased/upgraded? |
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5. Does automobile insurance need to be purchased/upgraded? |
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6. Does homeowners/renters insurance need to be purchased/upgraded? |
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7. Does disability income insurance need to be purchased/upgraded? |
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8. Does personal liability insurance need to be purchased/upgraded? |
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9. Will beneficiary designations be changed? |
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Notes: |
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Investment planning |
Yes |
No |
N/A |
1. Have investment profiles been determined separately/together? |
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2. Have investment goals separately/together been considered/prioritized? |
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3. Has size/frequency of investments been determined? |
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4. Are separate/joint investments contemplated? |
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5. Are there current investments? · Stocks · Bonds · Mutual funds · Annuities · Real estate · Art/collectibles |
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Notes: |
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Retirement planning |
Yes |
No |
N/A |
1. Is a retirement plan available? · IRA · Employer-sponsored retirement plan · Beneficiary designation |
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2. Will one or both plans be funded? |
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Notes: |
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Estate planning |
Yes |
No |
N/A |
1. Is there a will? |
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2. Will changes be made to the will? |
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3. Is there a trust? |
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4. Has setting up trusts been considered? |
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5. Have durable power of attorneys been considered? |
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6. Have health-care directives been established? |
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7. Are spousal property transfers anticipated? |
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8. Is there a concern about equalizing estates? |
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Notes: |
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