Marriage is a great moment to get organized together. A little clarity now means fewer surprises later, for both of you.
Do it yourself
Organize at your own pace, using the action items below as your starting point.
Your first month is free. Cancel anytime before it ends.
With a Forward Steward · Free
Schedule a free meeting with a Forward Steward about getting married.
Pick a time that works for you.
You don’t have to do it all at once. Start here.
Share what you each own, owe, and hope for. It’s less about the numbers and more about understanding each other.
How Forward helps · The guide includes prompts to keep the conversation light and productive.
Review beneficiaries on retirement accounts and life insurance, and update any name changes on accounts and IDs.
How Forward helps · Keep a running list of every account that needs an update.
If you don’t have one yet, now is a natural time. If you do, it may need a refresh. An estate planning attorney can advise on what’s right for you.
How Forward helps · Find professionals in The Neighborhood and store finished documents securely.
Bring both of your important documents, accounts, and contacts into one place you can both reach.
How Forward helps · Invite your spouse and decide together what’s shared.
A checklist of the updates most couples make after marriage, plus questions to talk through together.
Tell us where to send it and we’ll email it to you: these action items, 7 documents to look for, questions to talk through, and a contact sheet.