🔲 Qualified (Physical Injury) or Non-Qualified (Taxable)?

🔲 Is Court Approval Needed? (Minor, Estate or Disabled)

🔲 Edit Draft Release to Include Structure Language

🔲 Set Funding Deadline for Cash & Structure Checks

🔲 Lien Resolution

🔲 Government Benefits Analysis / Preservation

🔲 Medicare Set Aside (MSA)

🔲 Lawsuit Loans to Repay

🔲 Fixed & Variable Structured Settlements (Distributive Income & Stability)

🔲 Trust Services (Spendthrift, Government Benefits or Legacy Protection)

🔲 Investment Needs (Indefinite Plans; Wants Accumulation & Variable Growth)

🔲 Insurance Needs

🔲 Estate Planning / Probate Assistance

🔲 Attorney Fee Deferral & Loan

🔲 Strategies Insurance Needs

🔲 Investment / Estate Planning / Trust