Hiring a Settlement Planner to Maximize the Value of Your Client’s Personal Injury Case Part 1

Many personal injury plaintiff’s attorneys fail to see the value in partnering with a settlement planner. Some attorneys believe that asset management services will be too costly. Others do not feel comfortable “outsourcing” important tasks. In many cases, the attorney simply isn’t aware of the benefits that a settlement planner can bring to a personal injury settlement. The primary reason to hire a settlement planner is that they can focus their efforts on maximizing the settlement amount and protecting the beneficiary’s assets long term, while the attorney can focus solely on the legal aspects of the case.

Hiring a settlement planner is a win-win situation for personal injury attorneys. In this two-part article, the settlement experts at Synergy Settlement Services will discuss several benefits of working with a settlement planner to increase the value of your client’s settlement. This includes cases dealing with highly complex topics like liability medical set-asides (liability MSA or LMSA) and other comprehensive issues.

Beginning the Process

An experienced personal injury attorney will perform their due diligence and make certain that they are presenting the strongest possible case for their client before the settlement is reached. This includes preserving evidence immediately after being hired onto the case and advising the client on the right precautions to take to support their case. A knowledgeable personal injury attorney will make certain that their client is staying off of social media pages and keeping relevant information related to the case private. However, there are also ways they can assist the settlement planner during the pretrial phase.

Developing a Treatment Plan

Attorneys need to make certain that their client has developed a treatment plan with their doctor or other medical professional and are consistently visiting medical treatment centers to assist them with their treatment. This treatment plan will not only help your client recover from their ailment, but the feedback from medical personnel will also provide accurate documentation and an in-depth professional opinion related to the plaintiff’s medical condition. With a clear explanation of your client’s medical condition and recovery process, the settlement planner can accurately determine the future damages they will require for their medical needs. For example, for clients that require an LMSA, the more information gathered during the pretrial phase, the better protected the client will be for future medical expenses.

When personal injury lawyers are organized during the pretrial stages, this allows the settlement planner the opportunity to maximize the settlement offer. If you are interested in learning how settlement planners increase the value of a settlement, please read the second part of this article.

For more information about liability MSA or to schedule a consultation, please submit our contact request form.

Disclaimer: The information contained in this article is for general educational information only. This information does not constitute legal advice, is not intended to constitute legal advice, nor should it be relied upon as legal advice for your specific factual pattern or situation.

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"Whenever I have turned to Synergy, their team has always been there for our firm and our clients. They always take the time to answer all our clients’ questions and provide quick, accurate and reliable information so they can make an informed decision regarding structured settlements. With Synergy on our side, we know that our clients are getting the best service and the best structured settlements."

Troy Rafferty
Levin, Papantonio, Thomas, Mitchell, Echsner & Proctor

"Synergy has been a trusted part of our legal team for many years. They have helped our clients in many cases to understand the benefits of structured settlements. Synergy has protected our clients and us by securing the best annuities on the market with the safest companies available. Our Synergy consultant is a great communicator in explaining the details and benefits of structured settlements to our clients. He has also mentored myself and the other lawyers in our firm in the benefit of Attorney Fee Annuities. Their work with our firm has secured our clients and our financial security and we expect to continue working with him for many years to come."

Brett Panter
Panter, Panter & Sampedro

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