Marriage Checklist

Newly Married?


Congratulations! Marriage can introduce new financial needs. Please reference this list for potential to-do items once you tie the knot.

Talk to your financial professional about:

☐ Formulating a new comprehensive financial plan including investment strategies and life insurance needs

Additional action items:

☐ Update your accounts to add your spouse as a beneficiary

☐ Update any account ownership and account accessibility permissions

☐ Obtain and keep a copy of your marriage license in a safe place

☐ Talk to a professional about creating an estate plan

☐ Talk to a professional about tax implications and possible deductions

>> Click here to download this checklist


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