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INTAKE SHEET FOR PRENUPTIAL AGREEMENT It is important to complete this questionnaire as fully and accurately as possible. CLIENTS INFORMATION NAME: LastFirstMiddleHOME ADDRESS: Zip CodeCountyIf you

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How to fill out prenupatial agreement client intake

01

Start by obtaining a prenuptial agreement client intake form, which typically includes sections such as personal information of both parties, assets and liabilities disclosure, and desired provisions.

02

Begin by filling out the personal information section for both the client and their future spouse. This may include full names, addresses, contact information, and social security numbers.

03

Move on to the assets and liabilities disclosure section. Here, the client needs to provide a detailed list of their individual assets (e.g., properties, investments, bank accounts) and liabilities (e.g., debts, loans). The same should be done for their future spouse.

04

Specify any desired provisions in the agreement. This can include matters related to division of property, spousal support, inheritance, and any other financial arrangements.

05

Ensure that both parties thoroughly review and understand the contents of the prenuptial agreement client intake form. It is advisable to seek legal advice if necessary.

06

Once all the required information is provided and agreed upon by both parties, make sure to sign and date the form before submitting it for further legal processing.

Who needs prenupatial agreement client intake?

01

Any couple considering entering into a prenuptial agreement should complete a prenuptial agreement client intake form. This applies to those who wish to protect their individual assets, outline financial arrangements during marriage, or address potential legal matters in case of separation or divorce.

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