Checklist – Marriage preparation

1. Do you have any debts?

Yes No

If yes, please list amounts and estimated payoff dates:
________________________________

2. List your salary: _________________

3. Are you entitled to any pensions, stock options or insurance benefits at work?

Yes No

If yes, please list their values and any named beneficiaries:
________________________________

4. Do you have an investment portfolio?

Yes No

If yes, list its value, how and by whom it’s managed, and any maturity dates or named beneficiaries:
________________________________

5. Do you have any personal insurance policies?

Yes No

If yes, please the names and types of policies, their values, and all named beneficiaries:
________________________________