Olsen Family Law

PREMARITAL FINANCIAL DISCLOSURE

Confidential Client Form

This form is designed to help you compile a clear and complete summary of your financial situation. California law requires both parties to a premarital agreement to provide full and honest disclosure of their income, assets, debts, and expenses.

The information you provide will be used to prepare your official financial disclosures and to support the drafting or review of your premarital agreement. Please complete each section to the best of your ability. Our team will review and finalize the disclosures with you.

This is an internal working document between you and our firm. Once finalized, we will prepare a formal disclosure from this information for your signature and exchange with the other party.

Instructions

  • Complete each section as thoroughly as possible. If a particular subsection does not apply (e.g., you have no cryptocurrency or student loans), click the "N/A — skip" button next to the subsection heading to collapse it.
  • List every open account — even those with a zero or minimal balance. This includes credit cards you rarely use, dormant savings accounts, and any open line of credit. If it is open, it must be disclosed.
  • For accounts and debts, provide the institution name, account type, last four digits of the account number, and the current balance as shown on your most recent statement.
  • Amounts should match your supporting documents wherever a statement exists (bank accounts, credit cards, loans, retirement accounts, investment accounts, income). Estimates are acceptable only where no statement is available — such as real property values (use Zillow), vehicle values (use KBB), and personal property.
  • Click "+ Add Row" on any table if you need more space.
  • Totals will calculate automatically as you fill in amounts.
  • When finished, click "Submit to Olsen Family Law" at the bottom. Our team will review your information and prepare your formal disclosure.
  • Your progress is automatically saved in your browser, so you can close this page and come back to finish later.
OLSEN FAMILY LAW Premarital Financial Disclosure
Section 1: Personal Information
Partner Information
Please provide the following to the extent known.
Section 2: Assets
List all assets you currently own or have an interest in. For each account, provide the institution name, account type, last four digits of the account number, and the current balance as shown on your most recent statement. For property (real estate, vehicles, personal items), reasonable estimates are acceptable.
Real Property
Property AddressApprox. ValueMortgage BalanceEquity
Subtotal
Bank Accounts
Checking, savings, money market, CDs.
Institution / Account NameAccount TypeLast 4 DigitsCurrent Balance
Subtotal
Investment and Brokerage Accounts
Institution / Account NameAccount TypeLast 4 DigitsCurrent Value
Subtotal
Retirement Accounts
401(k), IRA, Roth IRA, pension, deferred compensation, etc.
Institution / Plan NameAccount TypeLast 4 DigitsCurrent Value
Subtotal
Business Interests
Business NameEntity TypeOwnership %Approx. Value
Subtotal
Stock Options, RSUs, and Equity Compensation
CompanyTypeShares / UnitsCurrent Value
Subtotal
Cryptocurrency and Digital Assets
Platform / WalletAsset Type (BTC, ETH, etc.)QuantityCurrent Value
Subtotal
Vehicles
Year / Make / ModelApprox. Value (KBB)Loan Balance
Subtotal
Life Insurance Policies
Insurance CompanyPolicy TypeFace ValueCash Value
Other Significant Personal Property
You do not need to list routine household furnishings or everyday items. Only include items of significant value or items you believe could be a point of discussion (e.g., high-value jewelry, art, collectibles).
DescriptionApprox. Value
Subtotal
Trust Interests and Expected Inheritances
DescriptionEstimated Value (if known)
Section 3: Debts and Obligations
List every open debt or financial obligation — even if the current balance is zero. If it is open, it must be disclosed.
Mortgages and Home Equity Lines of Credit
LenderProperty AddressLast 4 DigitsCurrent BalanceMonthly Payment
Subtotal
Credit Cards
Include all open credit cards — even those with a zero balance.
Card IssuerCard TypeLast 4 DigitsCurrent BalanceMonthly Payment
Subtotal
Student Loans
Lender / ServicerLoan TypeLast 4 DigitsCurrent BalanceMonthly Payment
Subtotal
Auto Loans
LenderVehicleLast 4 DigitsCurrent BalanceMonthly Payment
Subtotal
Other Debts and Obligations
Personal loans, tax obligations, medical debt, judgments, family loans, and any other amounts owed.
CreditorType of DebtLast 4 DigitsCurrent BalanceMonthly Payment
Subtotal
Section 4: Income
Provide information regarding all income you receive, whether from an employer, business, social security, or any other source.
Employment Status
Employment Income (W-2 / Employer-Based)
List each current position where you receive a W-2 or paycheck from an employer. If your only income is from self-employment, a business you own, or contract work, skip this section and complete the Self-Employment Income section below instead.
Total Monthly Income (All Positions Combined)
Self-Employment / Business Income (1099 / K-1)
Complete this section if you earn income from a business you own, independent contracting, freelancing, or any 1099/K-1 source. This is separate from any W-2 employment listed above — if you have both, fill out both sections.
Note: Please attach a profit and loss statement, Schedule C, or K-1 (as applicable) from your last two years of federal tax returns for each business. Include this with your supporting documents in Section 8.
Additional Compensation
Bonuses, commissions, overtime, profit sharing, stock vesting, etc.
Type of CompensationAnnual Amount (Approx.)Notes
Other Income Sources
Rental income, investment income, dividends, social security, royalties, side business income, etc.
SourceTypeAnnual Amount (Approx.)
Payroll Deductions
Union dues, health/medical insurance premiums, retirement contributions, etc.
Deduction TypeAmount Per Pay PeriodFrequency
Section 5: Average Monthly Expenses
Provide your average monthly expenses. Where possible, use recurring charges from your bank or credit card statements. Reasonable averages are acceptable for variable expenses.
Housing
Expense CategoryMonthly Amount
Rent or mortgage payment
Property taxes (if not in mortgage)
Homeowner's / renter's insurance
HOA dues or maintenance fees
Home maintenance and repairs
Subtotal$0
Utilities
Expense CategoryMonthly Amount
Electricity
Gas / heating
Water, sewer, and trash
Phone (cell and/or landline)
Internet, cable, and streaming
Subtotal$0
Transportation
Expense CategoryMonthly Amount
Car payment(s)
Auto insurance
Gas and fuel
Parking and tolls
Maintenance and repairs
Public transit / ride-share
Subtotal$0
Insurance and Health
Expense CategoryMonthly Amount
Health insurance (if not payroll-deducted)
Dental and vision insurance
Life insurance premiums
Out-of-pocket medical / dental
Prescriptions and medications
Therapy or mental health services
Subtotal$0
Living Expenses
Expense CategoryMonthly Amount
Groceries and household supplies
Dining out and takeout
Clothing and personal care
Laundry and dry cleaning
Pet care (food, vet, grooming)
Subtotal$0
Children (if applicable)
Expense CategoryMonthly Amount
Child care or daycare
School tuition and fees
School supplies and activities
Child support (existing obligation)
Subtotal$0
Other Regular Expenses
Expense CategoryMonthly Amount
Entertainment and recreation
Gym or fitness memberships
Subscriptions (software, magazines, etc.)
Charitable contributions
Education and professional development
Travel and vacations (monthly avg.)
Savings contributions (monthly)
Alimony / spousal support (existing)
Other regular expense (describe in Section 9)
Subtotal$0
ESTIMATED TOTAL MONTHLY EXPENSES $0
Section 6: Tax Information
Please provide copies of your most recent two years of federal and state tax returns. If your filing status changed between years, list each year separately below.
Filing status options: Single · Married Filing Jointly (MFJ) · Married Filing Separately (MFS) · Head of Household (HOH) · Qualifying Surviving Spouse (QSS)
Most Recent Tax Year
Prior Tax Year
Section 7: Anticipated Changes
Are any of the following expected to change materially before or shortly after your marriage?
Section 8: Supporting Documents

In addition to completing this form, please provide the following supporting documents. Check each item as you gather it.

Important: Please provide actual account statements (downloaded PDFs from your financial institutions) for all financial accounts — not screenshots. For reference items like Zillow and Kelley Blue Book values, screenshots are fine.
Most recent statements for all bank accounts listed
Most recent statements for all investment and brokerage accounts listed
Most recent statements for all retirement accounts listed
Most recent statements for all credit cards listed (including zero-balance cards)
Two months of most recent pay stubs
Two years of most recent federal and state tax returns
Zillow estimate for any real property (screenshot is fine)
Mortgage statement for any real property
Kelley Blue Book (KBB) estimate for any vehicles (screenshot is fine)
Most recent statements for any auto loans, student loans, or personal loans
Cryptocurrency exchange statements or wallet balances
Documentation of stock options, RSUs, or equity compensation
Business documentation (operating agreements, valuations, etc.)
Life insurance policy declarations pages
Profit & loss statements, Schedule C, or K-1 for any self-employment or business interests (last 2 years)
Section 8B: Supporting Documents

Upload bank statements, tax returns, pay stubs, and other supporting documents referenced above.
Accepted formats: PDF, DOCX, XLSX, JPG, PNG, HEIC. Maximum 25 MB per file.

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Drag and drop files here
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Files are uploaded securely with your form submission. If you have trouble uploading, you may email documents directly to your attorney.

Section 9: Additional Information

Is there any other financial information not covered above that you believe is relevant to your premarital agreement?

OLSEN FAMILY LAW
California Family Law · Confidential