Create Account

  • Registration

    Creating an account allows you to complete an application for a retirement plan valuation or a QDRO. You can respond to questions at your own pace and save a partially completed application for submission later. When you return you will be able to retrieve your saved information confidentially. Whenever there is a change in status of your request, you will receive an email. You will also have the ability to access the work product as soon as it is completed. To review the questions you will be asked after you create an account, refer to the Legacy Portal Documents.

    Please only provide information for the project(s) for which you are prepared to pay for or split the payment for at this time.

    Create an account with us allows you keep track of your payments in your online history. In the near future, we will have other services which you will be able to access with your credentials. Thank you.

  • In case of a question or concern regarding payments or your account.

  • Strength indicator
  • This field is for validation purposes and should be left unchanged.