Marital/Non-marital Tracing Analysis of Defined Contribution Plans

To get started with a service request
  • 1

    Download & Return Form

    Complete & Email / Fax Back The Service Intake Form & Follow Instructions on the Form 'FOR ANALYSIS OF DEFINED CONTRIBUTION PLANS / IRAs ONLY.'

    Download Form
  • 2

    Sign Retainer & Provide Payment

    Denisa will provide you with a fee quote and a retainer for electronic signature and direct payment.

    Make a Payment
  • 3

    Provide Statements

    Provide us with the requested statements (only electronic copies are accepted).

    Providing a complete set of statements will be key for us to provide an accurate analysis, which will determine the marital and non-marital share and proportionate investment earnings on each share.

Ready To Get Started?