Prenuptial Agreement Questionnaire

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GENERAL CLIENT INFORMATION

Client Name (Last)

First

Social Security Number

Date of Birth×

Prospective Spouse’s Name (Last)

First

Social Security Number

Date of Birth×

Address

Anticipated Date Of Marriage×

PERSONAL AND FAMILY DATA

Does either party have assumed or former names, such as a maiden name, or nicknames, that should be included?*

Yes

If so, whar are they?

Does either party have previous marriage(s)?*

Yes

If yes, please state the names(s) of the former spouse(s), and the year that the dealth occured, or dissolution of marriage was final.

Are both parties U.S. citizens?*

Yes

If not a U.S. citizen, what is the country of citizenship?

FOR WHOM?

Are there any children from a prior marriage or prior relationship for either party?*

Yes

Other

Enter details of children from a prior marriage

We strongly recommend that your prospective spouse is represented by separate counsel in order to strengthen the effectiveness of the prenuptial agreement. If your prospective spouse will retain counsel, please furnish such counsel’s name and contact information.

Name of counsel

Address

Peter Robert Stone*
*Also Admitted Colorado

Peter Robert Stone

Attorney & Counselor At Law
A Professional Corporation

P.O. Box 41199
Sacramento, CA 95841
Telephone: 916-348-5600

AGREEMENT FOR

ELECTRONIC MESSAGING

AND STORAGE

I agree*

Client hereby agrees that Attorney shall use electronic mail, cell phone, text messaging, instant messaging, skype or other service, and electronic storage of their files and information. That all communications are agreed to be made in electronic form. By such communication, neither the client nor the attorney waives the attorney-client privilege. Files may be stored electronically in the cloud, the internet, or in the servers owned by law firm. Client understands that there is some risk in allowing the files to be stored and communications to be made electronically. However, there is also risk with physical storage; someone can just walk in and walk out with the file or letters. Client agrees that attorney shall not be liable for anyone hacking client’s email account or attorney’s email account, and that said hacking shall not waive the attorney-client privilege or other privilege. Client agrees that attorney shall not be liable for anyone hacking into the file storage devices. Client agrees to accept any communication electronically to the below addresses as though sent in person or by United States Mail. Client(s) understand all files are destroyed upon the signing of the estate planning documents, and only those documents are maintained permanently.

Client’s preferred email

Client’s secondary email

Client’s preferred text messaging

Client’s instant message

DATED×

Prenuptial Agreement Questionnaire

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GENERAL CLIENT INFORMATION

PERSONAL AND FAMILY DATA

Enter details of children from a prior marriage

Real estate. if possible, please provide copies of the deeds (not deeds of trust).

Iras (Individual Retirement Accounts)

Other Retirement Plans (Including Pensions and Deferred Compensation)

Life Insurance and Annuities

Stocks and Bonds. List below or provide copies of recent statements or certificates.

Cash

Income

If yes, please list

Other Assets (E.g. Partnerships, Other Business Interest, Or Highly Valued Automobiles, Antiques, Art, Jewelry, Etc.)

If yes, please list

PROPERTY

RECHARACTERIZATION OF PROPERTY

LIVING EXPENSES

MARITAL RESIDENCE

SPOUSAL SUPPORT

GIFTS

INCOME TAX RETURNS

DEBTS

PRIOR AGREEMENTS

RIGHTS UPON DEATH OF PARTY

Peter Robert Stone

AGREEMENT FOR

ELECTRONIC MESSAGING

AND STORAGE

Client Signature

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