Post # 1
In addition to the wedding, FI and I are trying to prep for our married lives and all the logistics of that. Aside from changing your name (which is a pain but pretty well discussed elsewhere), what legal documents and paperwork did you/are you planning to get together after the wedding?
Here are some of the items I have in my head and need to make plans for:
– Address change
– Review health insurance plans and make sure we have it set up the most logical way (while we are still in the open period to change after marriage instead of waiting for open enrollment)
– Change beneficiaries on all insurance policies; consider increasing life insurance
– Re-evaluate home/car insurance and condense down to one company
– Get each other added onto bank & credit accounts; condense finances to be joint
– Set up wills (I have NO idea how to do this and what is the most cost-effective way to do it)
– Consider if we need to set up a medical POA or advance directives in case of emergency, will need to do a lot more research on this
Any other thoughts?
Post # 3
@NAvery: Although I am not married, I can give you some pointers on the last two. Contact an attorney. You go, have a meeting and then they draw up everything for you. My SO is my healthcare POA only because I was having some procedures done and wanted to be safe. I would suggest them.
Post # 4
- Wedding: July 2012 - The Gables Inn, Santa Rosa, CA
You’ve pretty much got the complete list. If you have a lawyer you use for family business, this would be who you talk to about your wills, otherwise you can use any number of online services, and/or Costco even sells a “how to write my will” kit.
Post # 5
Change next of kin details – he needs to list you in your new name, as his wife, anywhere you have this information.
Post # 6
Don’t forget you can change your tax withholdings if you want. I did at one job I do work for, but not my full time job.
Post # 7
A joint bank account. We didn’t have one before the wedding, and could only deposit cheques from our wedding addressed to both of us, into a joint account, not into one of our individual accounts. Had no idea about that before!
Post # 8
**whoops I see you put that on your list already