Documents to Close and Distribute a Case
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Questions and Answers

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?

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

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

    <p>Policy coverage limits and provisions</p> Signup and view all the answers

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

    <p>Settlement Letter from the defendant’s insurance</p> Signup and view all the answers

    When should Medi-Cal final liens be requested ?

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

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

    <p>Settlement letters and declaration pages</p> Signup and view all the answers

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

    <p>Processing settlement checks promptly</p> Signup and view all the answers

    Which system is recommended for tracking tasks and document management?

    <p>Filevine</p> Signup and view all the answers

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