Law offices of
 
Alexander, Clayton & Wilson, LLP
 
 Providing superior legal representation in Ventura & Los Angeles Counties since 1963

MARRIAGE & FAMILY CHECKLIST

Pre-Marriage

Arrange for marriage license
Create Pre-Nuptial Agreement

Immediately after Wedding

Create/revise Wills and Trusts
File new IRS w-4 form with employer to adjust withholding allowances
Notify Banks and Investment Brokerages to add spouse as either account holder or beneficiary and/or name change on Checking, Savings, Annuity, Pension and other retirement accounts
Notify Social Security Administration of name change
Review Insurance policies and contact providers to consolidate and/or modify coverage and beneficiaries to include spouse
Create Post-Nuptial Agreement

While Pregnant or Adopting

Name Guardian should parents die or become incapacitated prior to child reaching adulthood
Reconsider how title to assets, including bank accounts and other investments, are held
Revise Wills and Trusts

Before Child reaches 2 years of age

Obtain Social Security Card for child

 
 
 
 
 
 
 
 
 

One Boardwalk, Suite 200 • Thousand Oaks, CA 91360 • Telephone: +1 805.497.0802 • Fax: +1 805.494.7898 • eMail: office@acwlaw.net
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