Our legal services include:

  • Customized language – We draft settlement agreement language, addendums, clarifying orders, and letters specific to the retirement plans and needs of your individual cases.
  • Executive benefit assistance – We help you understand the complex provisions of non-qualified plans, stock options, top-hat plans, incentive plans, bonuses, and excess benefit plans which usually require a specialized approach.
  • Review of opposing counsel’s drafted orders – We will examine the decree, benefit information, plan documents, and proposed Order and inform you of any issues that may be of concern.
  • Litigation assistance – We can help with your preparation from legal research to strategy and brief writing.


Legal Services New Request Packet (includes checklist and request form)


Retainer: $400
Fee: $200 per hour

Note: In the event that the request will require more than 2 hours, we will contact you for approval of additional charges.

Turnaround time for legal services is 7-10 business days.


To learn more about retirement benefits and the legal issues, visit our Resources.

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