Marriage Agreement and Cohabitation Agreement Questionnaire

We take a question-and-answer approach to preparing legal documents.  We believe that this approach helps to make the process as efficient and accurate as possible.   In this regard, we ask that you fill out the questions below that apply to you as thoroughly as possible before we meet.  Your answers will provide us with essential information and assist us with identifying the issues we should discuss with you.  Please contact us if you have any questions concerning this questionnaire. 

YOUR INFORMATION
Name *
Name
Address
Address
Phone
Phone
Date of Birth
Date of Birth
RELATIONSHIP WITH SPOUSE/PARTNER
Full Name of Spouse/Partner
Full Name of Spouse/Partner
Address (if different)
Address (if different)
Date of Birth
Date of Birth
Include date and place of marriage.
Include when and where you started living together.
INCOME INFORMATION
This is the total on line 150 of your Income Tax Return.
Amount from line 150 of his/her Income Tax Return.
Include the name of your employer, address, and occupation.
Include the name of his/her employer, address, and title/occupation.
CHILDREN (fill in if applicable)
Provide his/her full name, date of birth, mother's and father's name, current living arrangements, and whether or not he/she is from a prior relationship and any child support is being paid for this child.
Provide his/her full name, date of birth, mother's and father's name, current living arrangements, and whether or not he/she is from a prior relationship and any child support is being paid for this child.
Provide his/her full name, date of birth, mother's and father's name, current living arrangements, and whether or not he/she is from a prior relationship and any child support is being paid for this child.
Provide his/her full name, date of birth, mother's and father's name, current living arrangements, and whether or not he/she is from a prior relationship and any child support is being paid for this child.
List any other children and include the same information.
ASSETS AND LIABILITIES
Excluded assets include, in part, any assets each of you owned before the relationship started, gifts and inheritances to a spouse, and settlement and insurance payments. Describe the asset, when it was received, and its approximate value.
If there is a current or expected family residence is owned by you, your spouse, or both, provide the address, owner, date of purchase, and approximate market value when you started living together (if applicable) and today. Will it be held as joint tenants or tenants in common (if so, in what proportion)? Or will the non-owning spouse acquire an increasing interest in the family residence (e.g., 5% every 2 years).
Provide the address, owner(s), purchase date, and market value. Will it be owned by one spouse or both spouses as joint tenants or tenants in common? Who will be responsible for paying the bills on the other real estate?
Include the make/model/year, owner, and approximate value.
Include the amount and whether it is the property of one spouse or both.
List those held separately and jointly with approximate values. Include the financial institution and account number. This information will be listed in a Schedule to the Agreement.
List those held separately and jointly with approximate values. Include the institution and account number. This information will be listed in a Schedule to the Agreement.
Include the institution and approximate value.
List any pension plans. Will these be kept as separate property?
List any debts, including mortgages, lines of credit, personal loans, car loans, and credit cards. Include the financial institution, in whose name they are held, and approximate values.
Add any additional information regarding assets and debts here. You may include here how you would like you and your spouse's property divided on separation.
SUPPORT OF SPOUSES AND CHILDREN (IF APPLICABLE
You may include a provision providing for the support of each other, waiving support, or leaving it to the ability of one or the other to apply to court.
Set out your intentions regarding the future support of the children should a separation occur. Note that if a separation occurs, child support will be governed by the applicable law at the time, including the Federal Child Support Guidelines.