PRENUP950 · CALIFORNIA
California prenup financial disclosure checklist
Gather the facts. Add your requests. Your attorney handles the drafting.
Published by Prenup950 · Updated September 11, 2026.
Legal services by U2U Law Professional Corporation. Meet Nazli Usaklioglu, Esq.
Prepare a list of your assets, debts and income, with current supporting records. For each item, note who owns it, its value or balance and the date of the information. This checklist helps you prepare for your attorney; your final disclosure will depend on your circumstances.
Documents to gather for your prenup
| Category | Records and details to prepare |
|---|---|
| Bank and investment accounts | Recent statements, account type, owner and balance date. Identify individual and jointly owned accounts. |
| Homes and other real estate | Property address, ownership, purchase date, estimated value, mortgage balance and any available appraisal. |
| Business interests | Company name, ownership percentage, operating or shareholder agreements, financial statements and any existing valuation. |
| Retirement and compensation | Retirement statements, pension information, pay records, tax returns and documents for stock options, restricted stock or deferred compensation. |
| Debts and guarantees | Loan and credit-card balances, borrower names, payment obligations and personal guarantees of business debt. |
| Other property and interests | Digital assets, valuable personal property, insurance cash values and relevant trust or inheritance documents. Distinguish property already received from an expected future inheritance. |
Make each entry useful
Record the source of a value, such as a statement or appraisal, and clearly label estimates. List an asset and its related debt separately. Do not report a home’s value as though it were the equity after its mortgage.
Illustration: For a home, record the purchase date, ownership, estimated current value, mortgage balance and where the down payment came from. Add a note if your partner will contribute to the mortgage after marriage. These facts help frame the questions for drafting.
What if a record or value is missing?
List the item anyway and mark what is unknown. Tell your attorney if an account is overseas, ownership is disputed, a business has no current valuation or compensation depends on future events. Your attorney can explain which additional records or professional input may be needed.
Why financial disclosure matters in California
Disclosure, written waiver, knowledge and unconscionability are considered together under Family Code § 1615(a)(2). Do not assume that a short asset list or a generic waiver resolves every requirement. Discuss gaps before the agreement is finalized.
Add your requests in plain language
- What would you like to keep separate?
- How do you want to handle a future home purchase, business growth or retirement contributions?
- What expectations do you have about debts, shared expenses or a career pause?
Read the California prenuptial agreement guide and allow time for review and signing. Wait for our team’s sharing instructions before sending sensitive financial records.
Bring your questions. We will explain the next steps.
Our $950 package for one client includes a 15-minute attorney consultation, questionnaire review and personalized drafting. Prepare for your consultation or call to get started.
Call (424) 600-7167General information, not legal advice. Your attorney will assess the disclosure required for your agreement.