SETTLEMENT PROCESS: Key Documents to Close and Distribute a Case
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Questions and Answers

Which document allows you to waive the need to conduct a search for the defendant's assets to determine their financial status?

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When should the Affidavit Waiver for Asset Search be signed?

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What information do Declaration Pages from Defendant's Insurance provide?

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What is the purpose of Settlement Checks?

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What do Medi-Cal Final Liens represent?

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When does the client have to wait up to 4 months after the case settles?

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Where are all settlement documents initially saved?

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Where are all settlement documents saved once the case is settled?

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What is the purpose of the 'Settlement/Case Handler' folder?

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What is the purpose of the 'Defendant’s Insurance' folder?

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Which letter provides information about the maximum amount that the defendant's insurance policy is obligated to pay for damages?

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When is the Policy Limit Disclosure Letter sent?

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What is the purpose of the Bodily Injury (BI) Release Forms?

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Under what conditions can a UM/UIM claim be pursued?

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What is the purpose of the Settlement Letter from Defendant's Insurance?

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When can a UM/UIM claim be pursued?

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What must be obtained as evidence to pursue a UM/UIM claim?

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What is the purpose of the UM/UIM plaintiff's insurance coverage?

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Which type of insurance coverage does the client need to be advised about the possibility of waiting up to 4 months after the case settles?

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How long can it take to open Medi-Cal liens?

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How long can it take for the final Medi-cal lien to be produced and released?

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