Marriage Contract or Cohabitation Agreement Client Questionnaire Template

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MARRIAGE CONTRACT OR COHABITATION AGREEMENT CLIENT QUESTIONNAIRE
1.
Name
2.
Name of Partner
3.
Date Started or Intent to Start Cohabitation
4.
Date Intended to be Married or was Married
5.
Names and dates of birth of dependant Children of Client
_________________________________________________
_________________________________________________
_________________________________________________
6.
Names and dates of birth of dependant Children of Partner
_________________________________________________
_________________________________________________
_________________________________________________
7.
Purposes of Agreement
G
protect children from previous marriage
G
protect spouse from children of previous marriage
G
ensure get credit for bringing a home into the relationship
G
ensure no division of property if separate, die or become incompetent
G
ensure no trust claim against property
G
ensure no spousal support payable if separate within 5 years, ever separate,
die or become incompetent
8.
Income (approximate values, no proof needed)
Client
$ __________
Partner
$ __________
MARRIAGE CONTRACT OR COHABITATION AGREEMENT CLIENT QUESTIONNAIRE
1.
Name
2.
Name of Partner
3.
Date Started or Intent to Start Cohabitation
4.
Date Intended to be Married or was Married
5.
Names and dates of birth of dependant Children of Client
_________________________________________________
_________________________________________________
_________________________________________________
6.
Names and dates of birth of dependant Children of Partner
_________________________________________________
_________________________________________________
_________________________________________________
7.
Purposes of Agreement
G
protect children from previous marriage
G
protect spouse from children of previous marriage
G
ensure get credit for bringing a home into the relationship
G
ensure no division of property if separate, die or become incompetent
G
ensure no trust claim against property
G
ensure no spousal support payable if separate within 5 years, ever separate,
die or become incompetent
8.
Income (approximate values, no proof needed)
Client
$ __________
Partner
$ __________
9.
Assets (approximate values, no proof needed)
Client
House
$ __________
Investment
$ __________
Investment
$ __________
RRSPs)
$ __________
10.
Assets (approximate values, no proof needed)
Partner
House
$ __________
Investment
$ __________
Investment
$ __________
RRSPs)
$ __________
11.
Debts (approximate values, no proof needed)
Client
Mortgage
$ __________
Loans
$ __________
Credit Cards
$ __________
12.
Debts (approximate values, no proof needed)
Partner
Mortgage
$ __________
Loans
$ __________
Credit Cards
$ __________
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