Common use of SCOPE AND DUTIES Clause in Contracts

SCOPE AND DUTIES. Clients engage QDRO Helper to prepare one or more court orders to divide retirement benefits, hereafter Qualified Domestic Relations Orders (“QDROs”). This Contract does not include representation for any other matter not described above. QDRO Helper will not make any court appearances under this Contract. QDRO Helper will not undertake any discovery of assets, and all services will be based on the information provided by Clients. QDRO Helper does not provide any actuarial or accounting services and will not perform calculations of benefits. QDRO HELPER DOES NOT REPRESENT OR ACT AS AN ADVOCATE OR ATTORNEY FOR EITHER SPOUSE IN PROVIDING THE SERVICES STATED IN THIS AGREEMENT. Although the parties have decided to jointly retain QDRO Helper as a neutral third party to prepare one or more QDROs, and believe that their interests in this matter are generally consistent, it is recognized and understood that differences may exist or become evident during the provision of services. By signing this Contract, you agree that your QDRO(s) will be prepared only in accordance with the agreement of both parties and California law. Often, your marital settlement agreement or divorce judgment will specify the agreement of the parties; however, if any other issues arise that require the parties’ agreement, it is understood that the parties must reach an agreement before QDRO Helper can provide services. If an agreement cannot be reached, it is understood that QDRO Helper will not be able to complete the QDRO(s) and may need to withdraw from your case. A full refund may not be available due to work already completed by QDRO Helper’s attorneys or staff. By signing this Fee Agreement, you acknowledge that you have jointly retained the services of QDRO Helper to prepare one or more court orders after you independently reached a settlement regarding the issue of the community interest in the retirement benefits. The parties are aware that although QDRO Helper is a law firm, QDRO Helper will not act as independent counsel for either party separately, but will serve in the capacity of a neutral QDRO preparation law firm. QDRO Helper encourages each party to seek the advice of independent counsel before executing any final court order/QDRO. The parties understand that QDRO Helper is not responsible for the valuation of any retirement benefits and that the parties must rely upon each other, their own independent legal counsel, jointly hired valuators, or other advisors for that purpose. By signing this Contract, you also understand and agree that QDRO Helper will freely convey all information provided to us by one spouse to the other spouse, and that there will be no secrets between the parties with regard to the services provided by QDRO Helper. Among QDRO Helper and the Clients there is no right to assert the attorney/client privilege as to communications we receive from either of you in connection with the services provided. By signing this Fee Agreement, you confirm that you are aware of California Evidence Code Section 962, and that you expressly consent to the communication to one Client of information received by QDRO Helper from the other Client. By signing this Contract, you consent that the fees in this matter may be paid by a single Client, may be paid jointly by both Clients, or a third party pay may pay fees to QDRO Helper on your behalf, pursuant to the provisions of subdivision (F) of rule 3-310, Rules of Professional Conduct. We confirm to you that any payment of attorneys’ fees by a single Client, or by a third party on behalf of Clients, shall not interfere with the independence of our professional judgment or the attorney/client relationship between our firm and each of you as a third party neutral QDRO preparation law firm.

Appears in 2 contracts

Samples: Fee Agreement, Fee Agreement

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SCOPE AND DUTIES. Clients engage QDRO Helper to prepare one or more court orders to divide retirement benefits, hereafter Qualified Domestic Relations Orders (“QDROsQDRO”). This Contract does not include representation for any other matter not described above. QDRO Helper will not make any court appearances under this Contract. QDRO Helper will not undertake any discovery of assets, and all services will be based on the information provided by Clients. QDRO Helper does not provide any actuarial or accounting services and will not perform calculations of benefits. QDRO HELPER DOES NOT REPRESENT OR ACT AS AN ADVOCATE OR ATTORNEY FOR EITHER SPOUSE IN PROVIDING THE SERVICES STATED IN THIS AGREEMENT. Although the parties have decided to jointly retain QDRO Helper as a neutral third party to prepare one or more QDROs, and believe that their interests in this matter are generally consistent, it is recognized and understood that differences may exist or become evident during the provision of services. By signing this Contract, you agree that your QDRO(s) will be prepared only in accordance with the agreement of both parties and California lawparties. Often, your marital settlement agreement or divorce judgment will specify the agreement of the parties; however, if any other issues arise that require the parties’ agreement, it is understood that the parties must reach an agreement before QDRO Helper can provide services. If an agreement cannot be reached, it is understood that QDRO Helper will not be able to complete the QDRO(s) and may need to withdraw from your case. A that a full refund may not be available due to work already completed by QDRO Helper’s attorneys or staff. By signing this Fee Agreement, you acknowledge that you have jointly retained the services of QDRO Helper to prepare one or more court orders after you independently reached a settlement regarding the issue of the community interest in the retirement benefits. The parties are aware that although QDRO Helper is a law firm, QDRO Helper will not act as independent counsel for either party separately, but will serve in the capacity of a neutral QDRO preparation law firm. QDRO Helper encourages each party to seek the advice of independent counsel before executing any final court order/QDRO. The parties understand that QDRO Helper is not responsible for the valuation of any retirement benefits and that the parties must rely upon each other, their own independent legal counsel, jointly hired valuators, or other advisors for that purpose. By signing this Contract, you also understand and agree that QDRO Helper will freely convey all information provided to us by one spouse to the other spouse, and that there will be no secrets between the parties with regard to the services provided by QDRO Helper. Among QDRO Helper and the Clients there is no right to assert the attorney/client privilege as to communications we receive from either of you in connection with the services provided. By signing this Fee Agreement, you confirm that you are aware of California Evidence Code Section 962, and that you expressly consent to the communication to one Client of information received by QDRO Helper from the other Client. By signing this Contract, you consent that the fees in this matter may be paid by a single Client, may be paid jointly by both Clients, or a third party pay may pay fees to QDRO Helper on your behalf, pursuant to the provisions of subdivision (F) of rule 3-310, Rules of Professional Conduct. We confirm to you that any payment of attorneys’ fees by a single Client, or by a third party on behalf of Clients, shall not interfere with the independence of our professional judgment or the attorney/client relationship between our firm and each of you as a third party neutral QDRO preparation law firm.

Appears in 2 contracts

Samples: Fee Agreement, Fee Agreement

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SCOPE AND DUTIES. Clients engage QDRO Helper Attorney Xxxxx Xxxxxxxxxxxx to prepare one or more court orders to divide retirement benefits, hereafter Qualified Domestic Relations Orders (“QDROs”). This Contract does not include representation for any other matter not described above. QDRO Helper Attorney Xxxxx Xxxxxxxxxxxx will not make any court appearances under this Contract. QDRO Helper Attorney Xxxxx Xxxxxxxxxxxx will not undertake any discovery of assets, and all services will be based on the information provided by Clients. QDRO Helper Attorney Xxxxx Xxxxxxxxxxxx does not provide any actuarial or accounting services and will not perform calculations of benefits. QDRO HELPER ATTORNEY XXXXX XXXXXXXXXXXX DOES NOT REPRESENT OR ACT AS AN ADVOCATE OR ATTORNEY FOR EITHER SPOUSE IN PROVIDING THE SERVICES STATED IN THIS AGREEMENT. Although the parties have decided to jointly retain QDRO Helper Attorney Xxxxx Xxxxxxxxxxxx as a neutral third party to prepare one or more QDROs, and believe that their interests in this matter are generally consistent, it is recognized and understood that differences may exist or become evident during the provision of services. By signing this Contract, you agree that your QDRO(s) will be prepared only in accordance with the agreement of both parties and California Massachusetts law. Often, your marital settlement agreement or divorce judgment will specify the agreement of the parties; however, if any other issues arise that require the parties’ agreement, it is understood that the parties must reach an agreement before QDRO Helper Attorney Xxxxx Xxxxxxxxxxxx can provide services. If an agreement cannot be reached, it is understood that QDRO Helper Attorney Xxxxx Xxxxxxxxxxxx will not be able to complete the QDRO(s) and may need to withdraw from your case. A full refund may not be available due to work already completed by QDRO Helper’s attorneys or staffAttorney Xxxxx Xxxxxxxxxxxx. By signing this Fee Agreement, you acknowledge that you have jointly retained the services of QDRO Helper Attorney Xxxxx Xxxxxxxxxxxx to prepare one or more court orders after you independently reached a settlement regarding the issue of the community marital interest in the retirement benefits. The parties are aware that although QDRO Helper Attorney Xxxxx Xxxxxxxxxxxx is a law firm, QDRO Helper Attorney Xxxxx Xxxxxxxxxxxx will not act as independent counsel for either party separately, but will serve in the capacity of a neutral QDRO preparation law firm. QDRO Helper Attorney Xxxxx Xxxxxxxxxxxx encourages each party to seek the advice of independent counsel before executing any final court order/QDRO. The parties understand that QDRO Helper Attorney Xxxxx Xxxxxxxxxxxx is not responsible for the valuation of any retirement benefits and that the parties must rely upon each other, their own independent legal counsel, jointly hired valuators, or other advisors for that purpose. By signing this Contract, you also understand and agree that QDRO Helper Attorney Xxxxx Xxxxxxxxxxxx will freely convey all information provided to us by one spouse to the other spouse, and that there will be no secrets between the parties with regard to the services provided by QDRO HelperAttorney Xxxxx Xxxxxxxxxxxx. Among QDRO Helper Between Attorney Xxxxx Xxxxxxxxxxxx and the Clients there is no right to assert the attorney/client privilege as to communications we receive Attorney Xxxxx Xxxxxxxxxxxx receives from either of you client in connection with the services provided. By signing this Fee Agreement, you confirm clients agree that you all communications, including all notes, homework, draft agreements and other written material, are aware completely confidential, both by this agreement and by Section 23C of California Evidence Code Section 962Chapter 233 of the Massachusetts General Laws. Thus, and clients agree also that you expressly consent neither of us will seek to obtain the communication to one Client testimony of information received by QDRO Helper from Attorney Xxxxx Xxxxxxxxxxxx or the other Clientdisclosure of the Xxxxx Xxxxxxxxxxxx’x file in conjunction with any court proceeding. By signing this Contract, you consent that the fees in this matter may be paid by a single Client, may be paid jointly by both Clients, or a third party pay may pay fees to QDRO Helper Attorney Xxxxx Xxxxxxxxxxxx on your behalf, pursuant to the provisions of subdivision (F) of rule 3-310, Rules of Professional Conduct. We confirm to you that any payment of attorneys’ fees by a single Client, or by a third party on behalf of Clients, shall not interfere with the independence of our professional judgment or the attorney/client relationship between our firm and each of you as a third party neutral QDRO preparation law firm.

Appears in 1 contract

Samples: Fee Agreement

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