Documents to Close and Distribute a Case

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What is the primary purpose of the settlement process?

To initiate a lawsuit

To close and distribute a case (correct)

To investigate a claim

To negotiate attorney fees

Which document outlines the terms of the settlement agreement from the defendant’s insurance?

Declaration Page

Settlement Check

Settlement Letter (correct)

Bodily Injury Release Form

Why are Bodily Injury (BI) Release Forms important?

They outline the policy coverage limits

They confirm the plaintiff’s acceptance of the settlement amount (correct)

They list the defendant’s assets

They detail the medical expenses covered

What does an affidavit waiver for asset search do?

It waives the need to search for the defendant’s assets Signup and view all the answers

What information do the declaration pages from the defendant’s insurance provide?

Policy coverage limits and provisions Signup and view all the answers

Which document needs to be double-checked for accuracy in settlement terms?

Settlement Letter from the defendant’s insurance Signup and view all the answers

When should Medi-Cal final liens be requested ?

Whenever we are certain the client will not treat with health insurace anymore. Signup and view all the answers

What should always be obtained from the defendant’s insurance?

Settlement letters and declaration pages Signup and view all the answers

What is a critical task to ensure the successful conclusion of a case?

Processing settlement checks promptly Signup and view all the answers

Which system is recommended for tracking tasks and document management?

Filevine Signup and view all the answers

Documents to Close and Distribute a Case

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Questions and Answers

What is the primary purpose of the settlement process?

Which document outlines the terms of the settlement agreement from the defendant’s insurance?

Why are Bodily Injury (BI) Release Forms important?

What does an affidavit waiver for asset search do?

What information do the declaration pages from the defendant’s insurance provide?

Which document needs to be double-checked for accuracy in settlement terms?

When should Medi-Cal final liens be requested ?

What should always be obtained from the defendant’s insurance?

What is a critical task to ensure the successful conclusion of a case?

Which system is recommended for tracking tasks and document management?

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