A guided, step-by-step journey for couples who want to create a fair, honest, and legally sound agreement — on their own terms.
A guided, step-by-step journey for couples · Works in any country · Take to your lawyer when complete
These will appear throughout your Agreement. Each of you will answer the chapters independently — then compare your answers together.
The opening pages of your Agreement record the beginnings of your relationship, your shared vision for the future, and — if you wish — the date of a public celebration.
A waiting period before the Agreement takes legal effect — protecting both of you from claims it was "rushed into". Many couples choose 30–90 days.
Tell your story. How did you meet? How has your relationship grown? This becomes the Background section of your Agreement.
Select the reasons that reflect why you are creating this Agreement together.
Think of the Scope as your Agreement's table of contents. Choose which topics and commitments to include. You can return and update this as your discussions evolve.
Select the financial areas you want your Agreement to cover.
Your Agreement can also include commitments beyond money and finances.
A legally valid Agreement requires both partners to fully understand what they're agreeing to, have had independent legal advice, and are consenting freely — without any pressure.
Confirm the following statements apply to both of you. Each will become a clause in your Agreement.
Which country's laws will govern this Agreement?
How will future changes to this Agreement be made?
An open and honest sharing of values, expectations and circumstances. Full disclosure protects your Agreement from future legal challenge — and builds the strongest possible foundation for your relationship.
Understanding each other's personality helps couples value their differences and communicate better. The MBTI® assessment is used by over 2 million people annually.
The Couple Checkup® helps couples discover where they align and differ in key relationship areas. Used by over 2 million couples worldwide.
What does money mean to each of you? Unresolved differences in money values are one of the top causes of relationship stress.
Both partners confirm they will provide full financial transparency — the cornerstone of a legally sound Agreement.
A legal contract is a very real expression of commitment. These clauses enshrine your promises to each other as legally binding declarations.
How do you wish to describe your commitment to each other in your Agreement?
If one partner becomes incapacitated, the other can make medical and personal care decisions. This right is not automatic for unmarried couples in most countries.
Your home is likely to be the foundation of your shared wealth. How you own it matters enormously — for fairness, security, and what happens if the relationship ends.
How will ownership of the shared home be divided? This can reflect financial contributions made.
Will ownership shares change over time? For example, if one partner initially contributes more, shares may gradually equalise.
Imagine yourselves two decades from now. Where do you want to be financially? Your Agreement sets the foundation for your journey to financial freedom — together.
Select your shared financial priorities. These will form the basis of your Couple Wealth Plan.
Property each partner owned before the Agreement — including gifts and inheritances received at any time.
Assets created or acquired together after signing the Agreement will be shared. Set a value threshold — smaller items shared equally, larger items shared by contribution.
When a committed relationship means children, both partners will want to safeguard their children's futures. These provisions establish equal rights and responsibilities from the start.
Every relationship faces conflict. This chapter embeds a structured, fair process for resolving disputes — so disagreements strengthen your relationship rather than erode it.
Select the steps you agree to follow when conflicts arise. The process moves from informal to formal only if needed.
Agree on the spirit in which you will handle conflicts.
How long should the Agreement run before a scheduled review?
Think of your Agreement as two parachutes: one to sustain commitment, one to ensure a fair landing if things don't work out. Planning this now protects both of you.
If one partner dies, what happens to the shared home?
If you decide to end the Agreement, what happens?
Every well-drafted contract includes these standard clauses. They may seem dry — but each one has an important protective role.
As you complete each step of your Agreement, you build a paper trail of supporting documents called exhibits. Your lawyer will review all of these before you sign.
Here is a summary of the key decisions in your Agreement. Review these together before taking your draft to a lawyer.