What Documents do I Need When Preparing a Prenuptial Agreement?
While creating a prenuptial agreement may be the last thing on a couple’s mind before tying the knot, taking this step is one of the best ways to protect both parties’ assets. Entering into these agreements can be a difficult process and requires both parties to compile, organize, and present a significant number of documents. Failing to provide the proper documentation can have serious consequences for the parties later on, as prenuptial agreements can actually be invalidated if a court determines that one of the parties didn’t disclose all of his or her assets to the other. For help ensuring that you provide the proper documentation to your partner before entering into a prenuptial agreement, please call an experienced Fort Lauderdale prenuptial and postnuptial agreement lawyer today.
Full Financial Disclosure
While there are a wide range of documents that couples must provide before entering into a prenuptial agreement, some of the most important involve a full financial disclosure of the parties’ assets, which include:
- A completed financial affidavit;
- A recent copy of bank account statements;
- A recent copy of any investment account statements;
- Documentation related to any businesses owned in whole or in part by either party, including estimated values;
- A copy of all real estate deeds;
- The property appraiser’s valuation estimate and tax bills for real and personal property;
- A copy of all vehicle registrations, titles, or bills of sale;
- A detailed and complete list of tangible personal property, such as jewelry, antiques, and collectibles; and
- Any pets.
In addition to assets, couples entering into prenuptial agreements should list all of their debts, including:
- A copy of any mortgages and notes on real property, as well as the status of any payments;
- A copy of any notes or lien documents on tangible personal property;
- A copy of any unsecured loans or notes;
- A copy of any car loan documentation;
- Credit card statements;
- A copy of medical bills; and
- Tax bills.
Finally, couples will need to provide documentation about their income, including personal and business income tax returns from the prior year, recent pay stubs, retirement plan annual statements, and any financial statements recently provided to a bank.
Besides financial information, parties to a prenuptial agreement will also need to provide details about other important matters, including the full names of their children, copies of any wills or other estate documentation, along with the names of prospective beneficiaries and heirs, and information about any potential future inheritances from family members.
It’s important to note that personal information will not be attached to a prenuptial agreement and will only be revealed to the intended spouse, the parties’ attorneys, and potentially a tax or investment advisor. To learn more about the types of documentation you may need to present when entering into a prenuptial agreement, please call our legal team today.
An Experienced Florida Prenuptial and Postnuptial Agreement Lawyer
If you and your partner are planning on getting married and you are considering creating a prenuptial agreement, you will need the help of an experienced attorney. Please call dedicated lawyer Sandra Bonfiglio, P.A. at 954-945-7591 today to learn more.