Prenup Financial Disclosure Template for United States

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Prenup Financial Disclosure

"I need a Prenup Financial Disclosure that covers my extensive international real estate portfolio and multiple business interests across three countries, with particular emphasis on future inheritance expectations from family trusts that will mature in 2025."

Document background
The Prenup Financial Disclosure is a critical document required by U.S. state laws to ensure transparency and fairness in prenuptial agreements. It must be completed and exchanged between prospective spouses before executing a prenuptial agreement, typically with sufficient time for review and legal consultation. The document includes detailed listings of all assets, debts, income sources, and potential future financial interests. Its proper execution helps prevent future challenges to the prenuptial agreement based on claims of incomplete or misleading financial disclosure. The document's requirements vary by state but generally align with the Uniform Premarital Agreement Act's standards for full and fair disclosure.
Suggested Sections

1. Parties: Identification of both parties including full legal names and current addresses

2. Background: Statement of intended marriage and purpose of financial disclosure

3. Definitions: Key terms used throughout the disclosure document

4. Assets Declaration: Detailed listing of all assets owned by each party

5. Liabilities Declaration: Comprehensive list of all debts and obligations

6. Income Statement: Current income from all sources

7. Verification: Statement of truth and completeness of disclosure

Optional Sections

1. Future Inheritances: Details of any expected inheritances or trust distributions that may be received in the future

2. Business Interests: Detailed information about any business ownership, shares, and current valuations

3. Intellectual Property: Information about owned patents, trademarks, copyrights or other intellectual property assets

Suggested Schedules

1. Schedule A - Real Estate Holdings: Detailed list of all real estate owned including property addresses, ownership details, and current market valuations

2. Schedule B - Investment Accounts: Comprehensive list of all investment and retirement accounts including account numbers and current balances

3. Schedule C - Personal Property: Itemized list of valuable personal property including vehicles, jewelry, art, and collectibles

4. Schedule D - Supporting Documents: Collection of supporting documentation including bank statements, property deeds, business valuations, and recent tax returns

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Industries

Uniform Premarital Agreement Act (UPAA): Federal framework adopted by many states that sets standards for validity of prenuptial agreements and requires full and fair financial disclosure

State-Specific Marriage Laws: Individual state requirements governing marriage contracts, including varying disclosure requirements and property division rules (community property vs. equitable distribution)

Full Financial Disclosure Requirement: Legal requirement for comprehensive disclosure of assets, liabilities, income, expected inheritances, business interests, real estate, retirement accounts, investments, and debts from both parties

Independent Legal Counsel: Recommended requirement for both parties to have separate legal representation to ensure agreement validity and fairness

Execution Timeline: Requirement for reasonable time period between disclosure/agreement presentation and marriage date for proper review

Federal Tax Laws: IRS regulations affecting the taxation implications of asset division and transfer in prenuptial agreements

ERISA Compliance: Federal law governing retirement accounts and their treatment in prenuptial agreements

Statute of Frauds: Legal requirement that prenuptial agreements must be in writing and properly signed to be enforceable

Contract Law Principles: Fundamental legal requirements including consideration, capacity, and protection against unconscionability in contract formation

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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