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Financial Agreement Between Couples
"I need a Financial Agreement Between Couples that covers shared property management and expense allocation for my partner and me, as we're moving in together and purchasing our first home in March 2025, with particular attention to protecting my existing investment portfolio."
1. Parties: Identification and details of both parties entering the agreement
2. Background: Context of the relationship and purpose of the agreement
3. Definitions: Key terms used throughout the agreement
4. Financial Obligations: Breakdown of shared and individual financial responsibilities
5. Property Rights: Details of property ownership and division
6. Term and Termination: Duration of agreement and conditions for termination
1. Debt Management: Provisions for handling existing and future debts between the parties
2. Investment Properties: Terms governing the management and ownership of joint investment properties
3. Business Interests: Provisions regarding ownership and profits from business ventures
4. Estate Planning: Terms related to inheritance and estate management arrangements
1. Schedule A: Asset Register: Detailed list of all assets owned by both parties
2. Schedule B: Debt Register: Comprehensive list of all existing debts and liabilities
3. Schedule C: Income Statement: Current income details of both parties
4. Appendix 1: Financial Statements: Recent financial statements and tax returns of both parties
5. Appendix 2: Property Valuations: Professional valuations of significant assets owned by the parties
Authors
Assets
Bank Account
Business Day
Commencement Date
Confidential Information
Current Assets
Debt
Effective Date
Expenses
Financial Institution
Future Assets
Household Expenses
Income
Individual Property
Investment
Joint Property
Liabilities
Living Expenses
Marriage
Net Worth
Parties
Partnership
Personal Property
Pre-existing Assets
Principal Residence
Real Property
Separate Property
Shared Expenses
Term
Termination Date
Financial Obligations
Property Division
Asset Management
Income Sharing
Expense Allocation
Debt Management
Bank Accounts
Investment Management
Real Estate
Business Interests
Inheritance Rights
Tax Obligations
Insurance Requirements
Confidentiality
Dispute Resolution
Termination
Amendment
Severability
Governing Law
Notice Requirements
Force Majeure
Entire Agreement
Financial Disclosure
Record Keeping
Estate Planning
Default and Remedies
Indemnification
Representations and Warranties
Survival
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