Expert Retirement Valuation & QDRO services for divorce attorneys
TOVA Purpose
We Understand Divorce Attorneys Challenge: We recognize the complexities of retirement assets and the shift away from traditional pensions to retirement ‘savings’ plans like 401Ks, IRAs, and 403Bs. This evolution necessitates a nuanced approach to division, steering clear of outdated practices that often lead to delays and inequitable outcomes.
How TOVA Helps Divorce Attorneys:
We Simplify the Complicated with
TOVA Method
We empower divorce attorneys with our streamlined TOVA Method, a specialized approach designed to navigate the complexities of dividing retirement assets in divorce settlements. Briefly, here’s how it helps:
Triage: We begin by assessing each client’s retirement assets to identify the need for expert analysis, setting the foundation for a personalized strategy.
Obtain Documentation: Our method ensures attorneys efficiently collect all necessary documentation in one attempt, streamlining the process and saving valuable time.
Verify, Value, and Validate: We guide attorneys through verifying non-marital claims, accurately valuing / tracing non-marital shares, and validating settlement methods against retirement plan rules. This meticulous approach prevents common pitfalls and simplifies the division of complex assets.
Airtight Agreement: We assist in drafting retirement division language that complies with the specific retirement plan rules and contains all key provisions.
EDUCATION & COMMUNITY: Divorce attorneys keep up with relevant case law, industry updates and best settlement practices with our monthly high-quality educational programs and advanced training. Our Beyond the Bar Podcast featuring legal trailblazers and celebrities provides additional insights, fostering a community of learning and professional grow
Comprehensive Services
Real Support - not just a
1-800 number
Rapid & Easy Case Submission
Our Services
QDRO Preparation & Consulting Services
We prepare QDRO or QDRO-like instruments for all types of plans, both domestic and international. We consult on all QDRO-related matters.
Drafting of Settlement Language
We help you draft clear and correct retirement settlement language that will be effectuated by retirement plans.
Marital/Non-marital Tracing Analysis of Defined Contribution Plans
We trace and separate your client’s pre-marital balance together with investment earnings and any post-date cutoff contributions.
Present Value of Pension Plans
We provide present-value calculations of pension plans often used by attorneys to offset against other assets.
Cross-Border Divorce Services
We provide consulting, QDRO and retirement valuation services in cross-border divorces.
We Partner Only With Attorneys Who:
- Are dedicated to helping their clients divide their retirement assets correctly
- Hold themselves to a standard of excellence through enlisting expert retirement services
What Others Are Saying
Ready to Get Started?
If you are interested in our services, please click below and follow the steps.