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  • Home
  • About Us
    • Gratia Schoemakers
      • Community Outreach Program
    • Testimonials
  • Virtual Services
  • Estate Planning
    • Estate Planning Basics
    • Last Will and Testament
    • Revocable Living Trusts
    • Durable Power of Attorney
    • Medical Power of Attorney
    • Living Will
    • Family Estate Planning
    • LGBTQ Estate Planning & Asset Protection
    • Kids Safety Plan™
    • Business Succession Planning
    • Guardianship
      • Guardianship Planning
    • Special Needs Planning
    • Legacy Preservation Planning
    • Asset Protection
    • Trusts
    • Pet Trusts
    • Gun Trusts
  • Probate
    • Texas Probate Guide
    • Probate of a Will
    • Texas Affidavit of Heirship
    • Texas Small Estate Affidavit
    • Texas Heirship Determination
    • Texas Muniment of Title
    • Trust Administration
  • Family Law
    • Divorce
    • Collaborative Divorce
    • Mediation
    • Custody / Visitation
  • Blog
  • FAQs
    • FAQs – Videos
    • FAQs – Estate Planning
    • FAQs – Beyond Money in Estate Planning
    • FAQs – Divorce and Estate Planning FAQs and Myths
    • FAQs – Estate Planning for Newlyweds Myths and FAQs
    • FAQs – Estate Planning for Young Adults
    • FAQs – The Estate Planning Cast of Characters
    • FAQs – Expecting an Inheritance
    • FAQs – Myths and FAQs – Planning for Conflict Prone Families
    • FAQs – New and Expanding Families
    • FAQs – Pet Trusts
    • FAQs – Probate
    • FAQs – Standalone Retirement Trust Myths and FAQs
    • FAQs – Trust Modifications
    • FAQs – Unwinding Obsolete Planning
    • FAQs – Why You Want to Avoid Probate
    • FAQs – Year-End Planning Myths and FAQs
  • Contact
    • Virtual Estate Planning Login
    • Client Portal

Your Post-Honeymoon Legal Checklist

June 27, 2022 By Gratia P. Schoemakers, Esq.

Your wedding is over, and the day was absolutely perfect.  You went away on your honeymoon with your new spouse and had the time of your lives.  Now you are back and can breathe a sigh of relief and watch the rest of the years ahead unfold before your eyes.  Well, not so fast.  Now that your honeymoon is over, there are several things you should be mindful of to make sure that the legal and financial parts of your life properly reflect your newly married status.

What To Do After the Honeymoon

post honeymoon checklist

As you start living happily ever after, make sure to attend to these post-honeymoon to-dos during the first few days (or even weeks) after your wedding.  This will help you enjoy the memories of your wedding and honeymoon for years to come.  The following checklist can serve as a reminder of some, but not all, of the tasks to which you should give your immediate attention:

In addition to the above, if you decide to legally change your name make sure to notify the following institutions:

  • Meet with a knowledgeable estate planning attorney to discuss the creation of a will or trust, or to update one from before you got married;
  • Review and update your medical proxy documents and provide copies to your necessary doctors’ offices;
  • Check and update beneficiary designations on any life insurance policies, 401(k)s, IRAs, annuities, and other investment accounts;
  • Seek advice from your tax preparer about whether or not you should adjust your with holdings to reflect your new marital status;
  • Obtain life insurance, if you do not already have coverage, and designate a beneficiary and a contingent beneficiary;
  • If you have or are planning to move, notify your auto insurer, banks, employer, and anyone else of your new address;
  • Add your spouse to your group health and/or dental insurance policy, if necessary; and
  • Change ownership of real property, if you choose to, to reflect your marital status;
  • Schools;
  • Employer(s);
  • Department of Motor Vehicles;
  • Creditors and debtors;
  • Social Security Administration;
  • Passport office;
  • Insurance agencies;
  • State taxing authorities;
  • Telephone and utility companies;
  • Banks and financial institutions;
  • Government benefit office.

Contact an Experienced Estate Planning Attorney

We are here to help guide you through the estate planning process and to make sure that the financial and legal aspects of your life correctly match your new marital status. Call or contact us today to learn about how we can help you enjoy your wedded bliss with financial and legal security.

Filed Under: Estate Planning, Post Honeymoon Tagged With: Checklist, EP Update, Estate Plan, Life Changes, Spouse, Update

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