How to Start

1. Return a completed intake form to our office via mail, email or fax. Copies of our intake forms are available on this site on the Work Request Forms page. If our office is to prepare a  QDRO(s), please provide a copy of the Judgment/MSA (only the section pertaining to the division of retirement plans)  or instructions on how to divide the account; as well as,  the signed SR Guidelines for self represented clients. If more information is needed, we will contact you immediately via email. 

2. Once your intake form and supporting documents are reviewed by one of our experts, an official estimate of cost will be sent via email.

3. We will begin work upon receipt of full payment and all requested documentation. We only accept checks or money orders.

4. In cases for which we are Jointly Retained, our office can not participate in any ex-parte communication (FL Code #216). Both parties will need to be included in all correspondence with our office. 

PLEASE NOTE: We do not accept drop offs. We request that all documentation is emailed, faxed or mailed to our office. Please send payment to 50 Vashell Way, Suite 240, Orinda CA 94563. Our office only accepts checks or money orders. We do not accept credit or debit card payments. 

 

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