Wedding Planning Checklist: What to Do After You Get Engaged
2 sections · Expert-curated · Free
Finances First
Share debts, credit scores, and income w...
Set a realistic wedding budget
Decide joint vs separate bank accounts
Discuss financial goals and priorities
Legal Preparation
Create or update your will to include yo...
Research name change requirements in you...
Update beneficiaries on all financial ac...
Review and combine insurance policies
Track your progress — assign tasks, check things off, share with family
Get my planFinances First
The most important conversation to have before the wedding.
Share debts, credit scores, and income with each other
Tap “Get my plan” above for detailed how-to instructions, questions to ask, and insider tips for this step.
Set a realistic wedding budget
Tap “Get my plan” above for detailed how-to instructions, questions to ask, and insider tips for this step.
Decide joint vs separate bank accounts
Tap “Get my plan” above for detailed how-to instructions, questions to ask, and insider tips for this step.
Discuss financial goals and priorities
Tap “Get my plan” above for detailed how-to instructions, questions to ask, and insider tips for this step.
Legal Preparation
These protect both of you.
Create or update your will to include your spouse
Tap “Get my plan” above for detailed how-to instructions, questions to ask, and insider tips for this step.
Research name change requirements in your state
Tap “Get my plan” above for detailed how-to instructions, questions to ask, and insider tips for this step.
Update beneficiaries on all financial accounts
Tap “Get my plan” above for detailed how-to instructions, questions to ask, and insider tips for this step.
Review and combine insurance policies
Tap “Get my plan” above for detailed how-to instructions, questions to ask, and insider tips for this step.
Frequently Asked Questions
Should we combine bank accounts?
There is no right answer — many couples use a combination: a joint account for shared expenses and individual accounts for personal spending. The key is having the conversation before the wedding.
You don’t have to figure this out alone
Get a personalized, interactive checklist that tracks your progress and lets you assign tasks to family members. Free to start.
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