Legal Dynamics QDRO Firm

Dear Revdex.com: Ms [redacted] - [redacted] elected our least expensive service (document for only $which requires her to follow written instructions at each step of the process) For an additional $99, she could obtain a phone consultation appointment to receive further personal assistance She was given her FREE INITIAL PHONE CONSULTATION by which her case was established with us She received her court documents which conforms to her divorce order (a public record which calls for the transfer to her of half of $479,pursuant to her divorce) We have informed the client that we cannot answer her questions via phone and email unless she follows our security protocol for ensuring that she is the party entitled to receive information about the status of her case WE WOULD BE HAPPY TO PROVIDE MS [redacted] - [redacted] WITH A 50% DISCOUNTED PHONE CONSULTATION APPOINTMENT TO ASSIST HER FURTHER However, as you will see in our email to her dated March 3, 2014, it clearly states in BOLD LETTERS AT THE OPENING OF THE EMAIL that she MUST MAKE MAKE A PHONE CONSULTATION APPOINTMENT AND FOLLOW OUR SECURITY PROTOCOLS to discuss her case with one of our Actuaries (this means that she must know her case number and be calling from a phone number we have on file for her) Our email (which she received as she is responding to it) explains further that staff members cannot answer legal questions via phone or email All questions pertaining to our process are of a legal nature Best regards [redacted] ***, Actuary [redacted] / ERISA Expert Legal Dynamics [redacted] Firm www.LegalDynamics.com www.***.co [redacted] *** Newport Beach, CA 92663- OFFICES Orlando, Florida New York, New York Chicago, Illinois Houston, Texas San Francisco, CA Newport Beach, CA Honolulu, Hawaii ###-###-#### - PHONE CONSULTS EASTERN US - NEW CLIENT INFO ###-###-#### - PHONE CONSULTS WESTERN US - NEW CLIENT INFO ###-###-#### - ALL ACTIVE CASES ADMIN CTR ###-###-#### - ACTIVE CASE FAX LINE ###-###-#### - NEW CASE FAX LINE

Terrible serviceThey don't answer e-mails or phone callsThe work was paid for but it was not done

Revdex.com: I have reviewed the response made by the business in reference to complaint ID [redacted] , and have determined that this proposed action would not resolve my complaint For your reference, details of the offer I reviewed appear below For all the talk about security, it is shocking that Legal Dynamics publicized the amount in the retirement account I wonder what their intentions were As hope I mentioned, when I was trying to clarify what paperwork they needed, I followed the security protocol, left several messages using the phone number on record and referred to the case number that I was assigned I also scheduled an appointment but the consultant was unavailable at the time of the appointment So, no, I would not pay half price or any price for this kind of 'service.' I maintain that the initial 'free consult' contained no specific legal information and certainly did not make clear what the contract entailed Regards, [redacted]

Dear ***,
We have been notified that you are still unsatisfied with our efforts to provide you with additional consultations at a 50% discountIt is our goal to provide affordable quality services to all of our clientsWe are very concerned that you still feel frustratedFor this reason, we would like to offer you a FREE upgrade for UNLIMITED phone consultations throughout the *** process (a $service)We have already upgraded your status in our database
Simply call our voice mail system at *** and elect option to schedule a phone consultation appointmentA receptionist will return your call and ensure that you get an appointment within 3-business daysFor your security and protection, make sure that you call us from a telephone number we have on fil;e for you and have your case number available
We appreciate the opportunity to be of service.
Best regards,
*** ***

Dear Revdex.com:We certainly understand and sympathize with divorcing clients.  This lengthy process
can be extremely distressing for clients attempting to gain access to retirement assets.  However, it is important to understand that the process of transferring retirement benefits must...

comply with [redacted] Regulations, the Internal [redacted] and the [redacted].We were initially engaged on March 14, 2014, however, [redacted] did not return her Contract and Election Form (see attached) until May of 2014.  In addition, [redacted]'s ELECTION FORM is attached wherein she elected (IN THE FIRST SECTION) the lower box which states:"Client hereby elects to wait for pre-approval by the plan administrator which can add 18 months to the 6 month process, but will not incur additional fees.  I understand these fees are doubled if I make this election at a later date.  "  AS YOU CAN SEE, THIS FORM WAS SIGNED ON THE 1ST DAY OF MAY, 2014.  THEREFORE, THIS PROCESS IS NOT EXPECTED TO BE COMPLETED UNTIL MAY 1, 2016 BY[redacted] OWN AFFIRMATIVE ELECTION.Please note that the custodian ([redacted]) should not expect to see the court orders until each corporation's legal registrar has signed off and submitted the proposed orders to Fidelity.The client may elect phone consultations by simply calling any of our published phone numbers between the hours of 9:00 am and 7:00 pm, Eastern Standard Time, Monday through Friday.  She must call from a telephone number we have on file for her and have her case number available.  A representative will contact her to schedule the phone consultation appointment within 3-5 business days. With regard to her inquiry about why she always speaks to the same person, we make every effort to schedule each client with the Actuary's office who drafted her court orders.  In the event that she would like to request a different Actuary, we will gladly accommodate her.Best regards.[redacted]Legal Dynamics QDRO Firmwww.LegalDynamics.comwww.QDRO.coMAILING ADDRESS / ALL LOCATIONS:[redacted]OFFICES:[redacted]INTAKE DIVISION - NEW CLIENT SET-UP:[redacted] - FREE Initial Phone Consults - Eastern US[redacted] - FREE Initial Phone Consults - Western US[redacted] - New Case Fax NumberALL ACTIVE CLIENTS:[redacted] - ADMINISTRATION CENTER[redacted] - Admin Center Fax Number

Dear Revdex.com:
Ms. [redacted] elected our least expensive service (document for only $370 which requires her to follow written instructions at each step of the process).  For an additional $99, she could obtain a phone consultation appointment to receive further personal assistance.  She...

was given her FREE INITIAL PHONE CONSULTATION by which her case was established with us.  She received her court documents which conforms to her divorce order (a public record which calls for the transfer to her of half of $479,502.14 pursuant to her divorce).  We have informed the client that we cannot answer her questions via phone and email unless she follows our security protocol for ensuring that she is the party entitled to receive information about the status of her case.
WE WOULD BE HAPPY TO PROVIDE MS. [redacted] WITH A 50% DISCOUNTED PHONE CONSULTATION APPOINTMENT TO ASSIST HER FURTHER.  However, as you will see in our email to her dated March 3, 2014, it clearly states in BOLD LETTERS AT THE OPENING OF THE EMAIL that she MUST MAKE MAKE A PHONE CONSULTATION APPOINTMENT AND FOLLOW OUR SECURITY PROTOCOLS to discuss her case with one of our Actuaries (this means that she must know her case number and be calling from a phone number we have on file for her).  Our email (which she received as she is responding to it) explains further that staff members cannot answer legal questions via phone or email.  All questions pertaining to our process are of a legal nature.
Best regards.
[redacted], Actuary
[redacted] / ERISA Expert
Legal Dynamics [redacted] Firm
www.LegalDynamics.com
www.[redacted].co [redacted] Newport Beach, CA  92663-4045
OFFICES
Orlando, Florida
New York, New York
Chicago, Illinois
Houston, Texas
San Francisco, CA
Newport Beach, CA
Honolulu, Hawaii
###-###-#### - PHONE CONSULTS EASTERN US - NEW CLIENT INFO.
###-###-#### - PHONE CONSULTS WESTERN US - NEW CLIENT INFO.
###-###-#### - ALL ACTIVE CASES ADMIN CTR
###-###-#### - ACTIVE CASE FAX LINE
###-###-#### - NEW CASE FAX LINE

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], and have determined that this proposed action would not resolve my complaint.  For your reference, details of the offer I reviewed appear below.
For all the talk about security, it is shocking that Legal Dynamics publicized the amount in the retirement account.  I wonder what their intentions were.   As hope I mentioned, when I was trying to clarify what paperwork they needed, I followed the security protocol, left several messages using the phone number on record and referred to the case number that I was assigned.  I also scheduled an appointment but the consultant was unavailable at the time of the appointment.  So, no, I would not pay half price or any price for this kind of 'service.'   I maintain that the initial 'free consult' contained no specific legal information and certainly did not make clear what the contract entailed.  
Regards,
[redacted]

Review: Legal Dynamics has a system whereby they do not accept phone calls and do not return phone calls. They also do not answer email requests.

I paid them and submitted a variety of documents. I have not received confirmation that they have them. I have not received a status report. I have not received an expected time of completion. They do not accept nor return phone calls.Desired Settlement: I would like them to communicate and then complete the document. If they cannot do this, they need to return the money so I can use another company.

Business

Response:

Dear Revdex.com:

Ms. [redacted] elected our least expensive service (document for only $370 which requires her to follow written instructions at each step of the process). For an additional $99, she could obtain a phone consultation appointment to receive further personal assistance. She was given her FREE INITIAL PHONE CONSULTATION by which her case was established with us. She received her court documents which conforms to her divorce order (a public record which calls for the transfer to her of half of $479,502.14 pursuant to her divorce). We have informed the client that we cannot answer her questions via phone and email unless she follows our security protocol for ensuring that she is the party entitled to receive information about the status of her case.

WE WOULD BE HAPPY TO PROVIDE MS. [redacted] WITH A 50% DISCOUNTED PHONE CONSULTATION APPOINTMENT TO ASSIST HER FURTHER. However, as you will see in our email to her dated March 3, 2014, it clearly states in BOLD LETTERS AT THE OPENING OF THE EMAIL that she MUST MAKE MAKE A PHONE CONSULTATION APPOINTMENT AND FOLLOW OUR SECURITY PROTOCOLS to discuss her case with one of our Actuaries (this means that she must know her case number and be calling from a phone number we have on file for her). Our email (which she received as she is responding to it) explains further that staff members cannot answer legal questions via phone or email. All questions pertaining to our process are of a legal nature.

Best regards.

[redacted], Actuary

[redacted] / ERISA Expert

Legal Dynamics [redacted] Firm

www.LegalDynamics.com

www.[redacted].co [redacted] Newport Beach, CA 92663-4045

OFFICES

Orlando, Florida

New York, New York

Chicago, Illinois

Houston, Texas

San Francisco, CA

Newport Beach, CA

Honolulu, Hawaii

###-###-#### - PHONE CONSULTS EASTERN US - NEW CLIENT INFO.

###-###-#### - PHONE CONSULTS WESTERN US - NEW CLIENT INFO.

###-###-#### - ALL ACTIVE CASES ADMIN CTR

###-###-#### - ACTIVE CASE FAX LINE

###-###-#### - NEW CASE FAX LINE

Consumer

Response:

I have reviewed the response made by the business in reference to complaint ID [redacted], and have determined that this proposed action would not resolve my complaint. For your reference, details of the offer I reviewed appear below.

For all the talk about security, it is shocking that Legal Dynamics publicized the amount in the retirement account. I wonder what their intentions were. As hope I mentioned, when I was trying to clarify what paperwork they needed, I followed the security protocol, left several messages using the phone number on record and referred to the case number that I was assigned. I also scheduled an appointment but the consultant was unavailable at the time of the appointment. So, no, I would not pay half price or any price for this kind of 'service.' I maintain that the initial 'free consult' contained no specific legal information and certainly did not make clear what the contract entailed.

Regards,

Business

Response:

Dear [redacted],

We have been notified that you are still unsatisfied with our efforts to provide you with additional consultations at a 50% discount. It is our goal to provide affordable quality services to all of our clients. We are very concerned that you still feel frustrated. For this reason, we would like to offer you a FREE upgrade for UNLIMITED phone consultations throughout the [redacted] process (a $350 service). We have already upgraded your status in our database.

Simply call our voice mail system at [redacted] and elect option 3 to schedule a phone consultation appointment. A receptionist will return your call and ensure that you get an appointment within 3-5 business days. For your security and protection, make sure that you call us from a telephone number we have on fil;e for you and have your case number available.

We appreciate the opportunity to be of service.

Best regards,

Terrible service. They don't answer e-mails or phone calls. The work was paid for but it was not done.

Review: I retained this Company a year ago to handle the division of assets in a divorce settlement. Originally I just hired them to type the documents for me to send to the Plan Administrators but on July 30, 2014 I retained them to forward them to the Plan Administrator for an extra $475. This was supposed to take just a matter of months to get them returned, but in December after almost 11 months of dealing with this company and their policy being to charge you $50 just to respond to your email or $99 for a 15 minute phone consultation just to hear a status update, they agreed to call me at no charge since I left so many messages. They stated that they had heard nothing back from the plan administrators but when my ex husband called the plan administrators they said they received nothing from Legal Dynamics, and even if they had they would have informed them that [redacted] is now handling the Plan for [redacted] to which I had already informed Legal Dynamics of this change.

It has been a year of me not earning interest on the division of this retirement benefit and I simply want phone calls returned since when I retained them they said and I quote "It normally takes three months for this to be settled" And if this is such a big company, how come I always talk to the same person.Desired Settlement: I want proof that the documents were delivered to the five different plans and proof that they are following up if documents are not received in a timely fashion from them. I am not sure but I have been divorced almost two years and if there is a time limit to divide these assets, I could potentially have lost out on this because of their incompetence $100,000 in retirement benefits. I also should not be charged for phone updates or email updates to get the status of this case.

Business

Response:

Dear Revdex.com:We certainly understand and sympathize with divorcing clients. This lengthy process

can be extremely distressing for clients attempting to gain access to retirement assets. However, it is important to understand that the process of transferring retirement benefits must comply with [redacted] Regulations, the Internal [redacted] and the [redacted].We were initially engaged on March 14, 2014, however, [redacted] did not return her Contract and Election Form (see attached) until May of 2014. In addition, [redacted]'s ELECTION FORM is attached wherein she elected (IN THE FIRST SECTION) the lower box which states:"Client hereby elects to wait for pre-approval by the plan administrator which can add 18 months to the 6 month process, but will not incur additional fees. I understand these fees are doubled if I make this election at a later date. " AS YOU CAN SEE, THIS FORM WAS SIGNED ON THE 1ST DAY OF MAY, 2014. THEREFORE, THIS PROCESS IS NOT EXPECTED TO BE COMPLETED UNTIL MAY 1, 2016 BY[redacted] OWN AFFIRMATIVE ELECTION.Please note that the custodian ([redacted]) should not expect to see the court orders until each corporation's legal registrar has signed off and submitted the proposed orders to Fidelity.The client may elect phone consultations by simply calling any of our published phone numbers between the hours of 9:00 am and 7:00 pm, Eastern Standard Time, Monday through Friday. She must call from a telephone number we have on file for her and have her case number available. A representative will contact her to schedule the phone consultation appointment within 3-5 business days. With regard to her inquiry about why she always speaks to the same person, we make every effort to schedule each client with the Actuary's office who drafted her court orders. In the event that she would like to request a different Actuary, we will gladly accommodate her.Best regards.[redacted]Legal Dynamics QDRO Firmwww.LegalDynamics.comwww.QDRO.coMAILING ADDRESS / ALL LOCATIONS:[redacted]OFFICES:[redacted]INTAKE DIVISION - NEW CLIENT SET-UP:[redacted] - FREE Initial Phone Consults - Eastern US[redacted] - FREE Initial Phone Consults - Western US[redacted] - New Case Fax NumberALL ACTIVE CLIENTS:[redacted] - ADMINISTRATION CENTER[redacted] - Admin Center Fax Number