
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:
________________________________