Your prenup financial checklist

What to organize

• Accounts: bank, investment and retirement statements.
• Property: addresses, ownership, values and mortgage balances.
• Businesses: ownership interests and available financial records.
• Debts: loans, credit cards, guarantees and other obligations.
• Income: pay records, tax returns and other income information.
• Other assets: valuable belongings, digital assets and relevant trust or inheritance information.

Make your information clear.

Record the owner, value or balance, and date. Label estimates and missing information. Your attorney will tell you which supporting documents are needed.

Financial disclosure is part of California’s enforceability framework. Disclosure, written waiver, knowledge and unconscionability are addressed together in Family Code § 1615(a)(2).

Add your requests.

Write down what you want the agreement to address, such as a future home purchase, a business or responsibility for a debt. Plain language is fine.

Wait for sharing instructions before sending sensitive records. Read the California requirements guide or call to start.

Updated September 10, 2026. General information; ask your attorney how the law applies to your agreement.