Information to bring to your prenup consultation

You’ve decided with your fiance that you both want to have a prenuptial agreement drawn up and signed before getting married.  You’ve even gone as far as each retaining separate attorneys.  You’re now ready to meet with your respective attorneys for the first time.  Please don’t go into the office empty handed because it will make the consultation a very short one because there would be absolutely no solid financial information to discuss.  Instead, bring the following items with you for your first consultation.

  • Most recent statements from all bank and brokerage accounts
  • Most recent statement reflecting all retirement accounts
  • Most recent statements of any stocks, bonds, mutual funds, ETFs held outside of brokerage accounts
  • Any life insurance policies
  • Most recent pay stub
  • Copies of tax returns for at least the last 2 years
  • Most recent statements from all credit card or debt obligations
  • Information regarding any real property, including but not limited to: fair market value of the home (tax accessed value), total mortgage amount, names of people on the mortgage and title
  • Information regarding any automobiles and motor vehicles

If you bring these items and any other items relating to your finances to your first meeting with your prenup attorney, the meeting will be fruitful and productive.  Be prepared for the initial meeting with a prenup attorney to last approximately 2 hours.  It takes this much time to gather all the financial information and speak with you about the goals of the prenuptial agreement.

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