Sunday, January 26, 2014

Hello,must the list of bank ac/s incl. in the prenup contain the a/c numbers or can we just list the institutions & balances?

Q:  My fiancé and I are preparing our prenup. We are happy to include all of our individual bank and brokerage account balances, but feel that it's a bit of a security risk to include also the account numbers in case the document falls into the wrong hands. Could we just list institutions where the funds are held and the account balances or is it a pre-requisite to include the account numbers for the prenup contract to be valid and enforceable? Please advise. Thanks.


A:  David's Answer:  If you have assets wroth protecting, then it's also worth spending some money on a lawyer to make sure it's done right. Many of the forms you obtain off the internet aren't worth the paper they're written on - that's why they're free (or cheap). Speak to a Family Law attorney in your area.  -- David Bliven, Westchester Family Law attorney (www.blivenlaw.net)

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