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Worksheet 1: Financial Inventory-- PRE NUPTIAL AGREEMENT

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Worksheet 1: Financial Inventory-- PRE NUPTIAL AGREEMENT Powered By Docstoc
					____________                                   ____________________________________
Date Prepared                                  Your Name

                            Worksheet 1: Financial Inventory

1. Assets
   Real Estate
   Address or Description                                          Percentage Owned       Current Market
                                                                                              Value

   _______________________________________                                 __%            $__________
   _______________________________________                                 __%            $__________

   Cash and Bank Accounts (Checking, Savings, or Money Market Accounts, CDs)
   Type of Account                                                                        Current Balance

   ___________________________________________________                                    $__________
   ___________________________________________________                                    $__________

   Other Investment Assets (Stocks and Stock Options, Bonds, Mutual Funds,
   Annuities, Life Insurance)
   Description                                                                            Current Market
                                                                                              Value

   ___________________________________________________                                    $__________
   ___________________________________________________                                    $__________

   Retirement Assets (Pension, IRA, 401(k), Deferred Compensation Plans)
   Description                                                                            Current Market
                                                                                              Value

   ___________________________________________________                                    $__________
   ___________________________________________________                                    $__________

   Personal Property (Vehicles, Household Goods, Art, Antiques, Jewelry, Tools,
   Equipment, Animals, Other Items)
   Description                                                                            Current Market
                                                                                              Value

   ___________________________________________________                                    $__________
   ___________________________________________________                                    $__________

   Business Ownership
   Business Name                        Form (Corporation, LLC,              Percentage     Current Market
                                        Partnership, Sole Proprietorship      Owned             Value

   ________________________             ___________________                      __%        $__________
   ________________________             ___________________                      __%        $__________
   Other Assets (Including Money Owed to You)
   Description                                                                   Current Market
                                                                                     Value

   ___________________________________________________                           $__________
   ___________________________________________________                           $__________

       Total Assets                                                            $____________
2. Debts
   Secured Loans (Mortgages, Auto Loans, Other Loans Secured by Assets)
   Owed To                  Secured by (Asset Description)   Current Balance     Date Due

   _________________        ______________________           $_________          _________
   _________________        ______________________           $_________          _________

   Credit Card Debts
   Owed To                                                   Current Balance     Date Due

   ________________________________                          $_________          _________
   ________________________________                          $_________          _________

   Bank Loan/Lines of Credit
   Owed To                                                   Current Balance     Date Due

   ________________________________                          $_________          _________
   ________________________________                          $_________          _________

   Private Loans
   Owed To                                                   Current Balance     Date Due

   ________________________________                          $_________          _________
   ________________________________                          $_________          _________

   Student Loans
   Owed To                                                   Current Balance     Date Due

   ________________________________                          $_________          _________
   ________________________________                          $_________          _________

   Child Support/Alimony
   Owed To                  For                              Monthly Amount      Date Ends

   _________________        ______________________           $_________          _________
   _________________        ______________________           $_________          _________

   Divorce Settlement or Other Judgment Debt
   Owed To                  For                              Current Balance     Date Due

   _________________        ______________________           $_________          _________
   _________________                ______________________   $_________           _________

   Other Debts
   Owed To                          For                      Current Balance      Date Due

   _________________                ______________________   $_________           _________
   _________________                ______________________   $_________           _________

       Total Debts                                                             $____________
3. Income
   Type of Income                                                               Annual Amount
                                                                                (Before Tax)

   Salary/Wages                                                                 $___________
   Business Income (Sole Proprietorship)                                        $___________
   Dividends, Interest                                                          $___________
   Capital Gain (or Loss) Income                                                $___________
   Pension or Annuity Income                                                    $___________
   Rental or Partnership, S-Corporation Income                                  $___________
   Social Security Benefits                                                     $___________
   Tax-free Income                                                              $___________
   Other (specify): ________________________________________                    $___________

       Total Income                                                            $___________

4. Personal Expenses (indicate monthly or annual)
                                                             Annual Expense    Monthly Expense

   Housing Expenses
       Rent or Mortgage                                       $_________       $___________
       Property Tax                                           $_________       $___________
       Insurance                                              $_________       $___________
       Utilities and Maintenance                              $_________       $___________
       Other Housing Expenses (specify): __________           $_________       $___________

   Transportation and Auto
       Auto Payment                                            $_________      $___________
       Registration and Insurance                              $_________      $___________
       Repairs and Maintenance                                 $_________      $___________
       Gas, Parking                                            $_________      $___________
       Other Transportation Expenses (specify): ______         $_________      $___________

   Necessities
       Food and Supplies                                       $_________      $___________
     Clothing                                        $_________      $___________
     Medical/Dental                                  $_________      $___________
     Personal Hygiene                                $_________      $___________
     Other Necessities (specify): _______________    $_________      $___________

5. Other
                                                    Annual Expense   Monthly Expense

     Entertainment and Travel                        $_________       $___________
     Dues, Subscriptions, and Hobbies                $_________       $___________
     Gifts and Donations                             $_________       $___________
     Insurance                                       $_________       $___________
     Other (specify): _________________________      $_________       $___________

     Total Expenses                                 $_________       $___________

				
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Description: Worksheet 1: Financial Inventory- PRE NUPTIAL AGREEMENT
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