Marital/Non-marital Tracing Analysis of Defined Contribution Plans

To get started with a service request
  • 1

    Download & Return Form

    Download & Email the Intake Form to: [email protected]

    Download Form
  • 2

    Provide Payment and Retention Documents

    We review the settlement language and respond with a fee quote, payment link, and a document request.

  • 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 render an accurate analysis, which will determine the marital and non-marital share and proportionate investment earnings on each share.

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