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Fillable PDF guide
Getting Married: The Legal and Money Side
A 12-page companion to the Wedding Planner Spreadsheet that covers the paperwork side of getting married: what vendor contracts should say, the license, the name change sequence, the 30-day insurance window, beneficiaries and taxes.
General information, not legal, tax or financial advice. For a prenuptial agreement, each of you should have your own lawyer.
What's inside
- Vendor contractsWhat every contract should say, deposits, force majeure, wedding insurance and a tracker.
- The licenseWhat to bring and a fill-in sheet for your state's license rules.
- Changing your nameSocial Security first, then your license, passport and everything else.
- Insurance and beneficiariesSpecial enrollment deadlines and federal spousal rights in retirement plans.
- Money as a coupleTaxes after marriage, prenuptial agreements and a money conversation worksheet.
- Oklahoma sectionThe $5 premarital course discount, the 30-day license window, officiants and witnesses.
Details
- One fillable PDF, 12 pages, letter size
- Type on screen in Adobe Acrobat Reader (free), Preview on Mac, or most browsers, or print it
- National guide with an Oklahoma section; rules cited as of November 2026
- Instant download after checkout
Save $30.95
Family Milestones Set, $59.99
For the big moments: the wedding planner and its legal and money guide, the first-baby guide, the college guide, the estate organizer and the funeral planning guide.
See the set →