Prenuptial Disclosure Statement Template

Ensure your prenuptial agreement's enforceability with a thorough financial disclosure statement. This template helps you document all assets, liabilities, and income sources with the detailed transparency required by law.

Prenuptial Disclosure Statement Guide

A prenuptial disclosure statement is a crucial legal document that provides a comprehensive overview of both parties' financial situations before marriage. This transparency is essential for creating an enforceable prenuptial agreement and protecting both parties' interests.

What This Template Is For

This template helps couples create a detailed financial disclosure statement that meets legal requirements for prenuptial agreements. It ensures all assets, liabilities, income sources, and financial obligations are properly documented, reducing the risk of the agreement being challenged later on grounds of inadequate disclosure.

When To Use This Template

Use this disclosure statement template:

  • Before finalizing a prenuptial agreement
  • When updating existing prenuptial agreements
  • During premarital financial planning
  • When documenting significant changes in financial status

How To Customize It

Follow these steps to complete your disclosure statement:

  1. Gather all financial documents including bank statements, investment accounts, and property deeds
  2. List all assets with current market values
  3. Document all debts and liabilities
  4. Include income sources and tax returns
  5. Detail any business interests or ownership
  6. Attach supporting documentation
  7. Have the statement reviewed by legal counsel

Common Use Cases

This template is particularly valuable for:

  • High-net-worth individuals requiring detailed asset documentation
  • Business owners needing to disclose company interests
  • Individuals with complex investment portfolios
  • Those with inheritance or trust fund interests

Best Practices

To ensure your disclosure statement is thorough and legally sound:

  • Be completely honest and transparent
  • Include all known assets and liabilities
  • Provide recent valuations where applicable
  • Attach supporting documentation
  • Update regularly if circumstances change
  • Have both parties' attorneys review

Template Variations

Consider these specialized versions:

  • Simple disclosure for basic assets and income
  • Complex disclosure for business owners
  • International asset disclosure format
  • Updated disclosure for existing agreements

Success Stories

Many couples have successfully used this template to create legally sound prenuptial agreements. For example, a business owner properly documented their company interests, preventing future disputes, while another couple clearly outlined their respective real estate holdings, ensuring mutual understanding.

Frequently Asked Questions

What happens if I forget to include an asset?

Omitting assets can potentially make your prenuptial agreement unenforceable. Always err on the side of over-disclosure.

Do I need to have exact values for everything?

While exact values are preferred, reasonable estimates with explanations of how they were determined are acceptable.

Should I include future inheritances?

Yes, if you're aware of potential inheritances, include them with appropriate disclaimers about their speculative nature.

How often should I update the disclosure?

Update your disclosure if there are significant changes in your financial situation before the marriage.

Do I need to attach bank statements?

While not always required, attaching recent statements adds credibility and transparency to your disclosure.