Settlement Checklist

Plaintiff’s Attorney Best Practices

  • 🔲 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

Download PDF Checklist