Templates Settlement Worksheets Personal Injury Damages Calculation Worksheet
Ready to Edit
Personal Injury Damages Calculation Worksheet - Free Editor

PERSONAL INJURY DAMAGES CALCULATION WORKSHEET

CASE INFORMATION

Case Caption: [________________________________]

Plaintiff Name: [________________________________]

Date of Incident: [__/__/____]

Date of Filing: [__/__/____]

Jurisdiction: [________________________________]

Case Number: [________________________________]

Prepared By: [________________________________]

Date Prepared: [__/__/____]


PART I: ECONOMIC DAMAGES (SPECIAL DAMAGES)

A. Medical Expenses (Past)

Provider/Facility Dates of Service Description Billed Amount Paid/Adjusted Balance
[________________________________] [__/__/____] to [__/__/____] [________________________________] $[____] $[____] $[____]
[________________________________] [__/__/____] to [__/__/____] [________________________________] $[____] $[____] $[____]
[________________________________] [__/__/____] to [__/__/____] [________________________________] $[____] $[____] $[____]
[________________________________] [__/__/____] to [__/__/____] [________________________________] $[____] $[____] $[____]
[________________________________] [__/__/____] to [__/__/____] [________________________________] $[____] $[____] $[____]
[________________________________] [__/__/____] to [__/__/____] [________________________________] $[____] $[____] $[____]
[________________________________] [__/__/____] to [__/__/____] [________________________________] $[____] $[____] $[____]
[________________________________] [__/__/____] to [__/__/____] [________________________________] $[____] $[____] $[____]

TOTAL PAST MEDICAL EXPENSES (Billed): $[________________________________]

TOTAL PAST MEDICAL EXPENSES (Paid/Adjusted): $[________________________________]

B. Medical Expenses (Future/Projected)

Treatment Type Provider Frequency Duration Annual Cost Total Projected
[________________________________] [________________________________] [____] [____] years $[____] $[____]
[________________________________] [________________________________] [____] [____] years $[____] $[____]
[________________________________] [________________________________] [____] [____] years $[____] $[____]
[________________________________] [________________________________] [____] [____] years $[____] $[____]
[________________________________] [________________________________] [____] [____] years $[____] $[____]

TOTAL FUTURE MEDICAL EXPENSES: $[________________________________]

Life Care Plan Attached: ☐ Yes ☐ No

Expert Economist Report Attached: ☐ Yes ☐ No

C. Lost Wages and Income (Past)

Employment Status at Time of Injury:
☐ Employed Full-Time ☐ Employed Part-Time ☐ Self-Employed ☐ Unemployed ☐ Other: [____]

Employer: [________________________________]

Position/Title: [________________________________]

Hourly Rate/Salary: $[____] per ☐ hour ☐ week ☐ month ☐ year

Average Weekly Hours: [____]

Period of Absence Start Date End Date Days/Hours Missed Amount Lost
[________________________________] [__/__/____] [__/__/____] [____] $[____]
[________________________________] [__/__/____] [__/__/____] [____] $[____]
[________________________________] [__/__/____] [__/__/____] [____] $[____]

Lost Overtime: $[____]

Lost Bonuses/Commissions: $[____]

Lost Benefits Value: $[____]

TOTAL PAST LOST WAGES: $[________________________________]

D. Lost Earning Capacity (Future)

Plaintiff's Age at Injury: [____]

Expected Retirement Age: [____]

Work Life Expectancy (Years): [____]

Pre-Injury Annual Earnings: $[____]

Post-Injury Earning Capacity: $[____]

Annual Earnings Reduction: $[____]

Present Value Factor (Discount Rate: [____]%): [____]

TOTAL FUTURE LOST EARNING CAPACITY (Present Value): $[________________________________]

Vocational Expert Report Attached: ☐ Yes ☐ No

Economist Report Attached: ☐ Yes ☐ No

E. Property Damage

Item Description Replacement/Repair Cost Depreciation Net Value
[________________________________] [________________________________] $[____] $[____] $[____]
[________________________________] [________________________________] $[____] $[____] $[____]
[________________________________] [________________________________] $[____] $[____] $[____]

TOTAL PROPERTY DAMAGE: $[________________________________]

F. Other Economic Losses

Category Description Amount
Household Services [________________________________] $[____]
Transportation/Mileage [________________________________] $[____]
Home Modifications [________________________________] $[____]
Medical Equipment [________________________________] $[____]
Prescription Medications [________________________________] $[____]
Other: [____] [________________________________] $[____]

TOTAL OTHER ECONOMIC LOSSES: $[________________________________]


PART II: TOTAL ECONOMIC DAMAGES SUMMARY

Category Amount
Past Medical Expenses $[____]
Future Medical Expenses $[____]
Past Lost Wages $[____]
Future Lost Earning Capacity $[____]
Property Damage $[____]
Other Economic Losses $[____]
TOTAL ECONOMIC DAMAGES $[________________________________]

PART III: NON-ECONOMIC DAMAGES (GENERAL DAMAGES)

A. Injury Severity Assessment

Primary Injuries:
| Injury | Severity (1-5) | Permanent? | Treatment Duration |
|--------|----------------|------------|-------------------|
| [________________________________] | [____] | ☐ Yes ☐ No | [____] months/years |
| [________________________________] | [____] | ☐ Yes ☐ No | [____] months/years |
| [________________________________] | [____] | ☐ Yes ☐ No | [____] months/years |
| [________________________________] | [____] | ☐ Yes ☐ No | [____] months/years |

Severity Scale: 1 = Minor | 2 = Moderate | 3 = Serious | 4 = Severe | 5 = Catastrophic

B. Pain and Suffering Calculation

Method 1: Multiplier Method

Total Economic Damages: $[________________________________]

Multiplier Selected: [____] (Range: 1.5 - 5.0)

Factors supporting multiplier selection:
☐ Severity of injuries
☐ Length of recovery period
☐ Permanence of injury
☐ Impact on daily activities
☐ Clear liability
☐ Compelling evidence/documentation
☐ Aggravating circumstances

Pain and Suffering (Multiplier Method): $[________________________________]

Method 2: Per Diem Method

Daily Rate: $[____] (e.g., daily wage or reasonable daily amount)

Number of Days Affected: [____] days

Pain and Suffering (Per Diem Method): $[________________________________]

Selected Method: ☐ Multiplier ☐ Per Diem

PAIN AND SUFFERING VALUE: $[________________________________]

C. Additional Non-Economic Damages

Category Description Estimated Value
Emotional Distress [________________________________] $[____]
Loss of Enjoyment of Life [________________________________] $[____]
Disfigurement/Scarring [________________________________] $[____]
Physical Impairment [________________________________] $[____]
Loss of Consortium (if applicable) [________________________________] $[____]

TOTAL NON-ECONOMIC DAMAGES: $[________________________________]


PART IV: DAMAGE CAPS AND ADJUSTMENTS

A. Statutory Caps (Jurisdiction-Specific)

State: [________________________________]

Non-Economic Damage Cap: $[____] ☐ N/A

Medical Malpractice Cap: $[____] ☐ N/A

Punitive Damage Cap: $[____] ☐ N/A

Adjusted Non-Economic Damages (if cap applies): $[________________________________]

B. Comparative/Contributory Negligence

Applicable Standard:
☐ Pure Comparative Negligence
☐ Modified Comparative Negligence (50% Bar)
☐ Modified Comparative Negligence (51% Bar)
☐ Pure Contributory Negligence
☐ Slight/Gross Negligence Comparison

Plaintiff's Percentage of Fault: [____]%

Reduction Amount: $[____]


PART V: TOTAL DAMAGES CALCULATION

Category Gross Amount Adjustments Net Amount
Total Economic Damages $[____] $[____] $[____]
Total Non-Economic Damages $[____] $[____] $[____]
Less: Comparative Fault Reduction ($[____])
TOTAL COMPENSATORY DAMAGES $[________________________________]

PART VI: PUNITIVE DAMAGES (IF APPLICABLE)

Basis for Punitive Damages:
☐ Gross Negligence
☐ Willful/Wanton Conduct
☐ Fraud/Malice
☐ Other: [________________________________]

Evidence Supporting Punitive Damages: [________________________________]

Defendant's Financial Condition: [________________________________]

Ratio to Compensatory Damages: [____]:1

Punitive Damages Requested: $[________________________________]


PART VII: LIENS AND SUBROGATION INTERESTS

Lienholder Type Amount Claimed Negotiated Amount Priority
[________________________________] [____] $[____] $[____] [____]
[________________________________] [____] $[____] $[____] [____]
[________________________________] [____] $[____] $[____] [____]

TOTAL LIENS: $[________________________________]


PART VIII: SETTLEMENT VALUE RANGE

Low Estimate: $[________________________________]

Mid-Range Estimate: $[________________________________]

High Estimate: $[________________________________]

Recommended Settlement Range: $[____] to $[____]


VERIFICATION AND NOTES

Calculation Verified By: [________________________________]

Date: [__/__/____]

Notes/Special Considerations:

[________________________________]
[________________________________]
[________________________________]
[________________________________]


SOURCES AND REFERENCES

  • Restatement (Second) of Torts §§ 903-912
  • State-specific damage cap statutes
  • Jury verdict reporters and settlement databases
  • Life care planning standards
  • Economic loss calculation methodologies

This worksheet is intended for attorney use in organizing and calculating personal injury damages. All figures should be verified with supporting documentation and expert opinions where appropriate.

AI Legal Assistant
$49 one-time

Need help customizing this document?

Get 3 days of intelligent editing. Tailor every section to your specific case.

See how AI customizes your document (DEMO)

Personal Injury Damages Cal...
All changes saved
Save
Export
Export as DOCX
Export as PDF
Generating PDF...
pi_damages_worksheet_universal.pdf
Ready to export as PDF or Word
AI is editing...

PI DAMAGES WORKSHEET

GENERAL TEMPLATE


Effective Date: [DATE]
Party A: [PARTY A NAME]
Address: [PARTY A ADDRESS]
Party B: [PARTY B NAME]
Address: [PARTY B ADDRESS]
Governing Law: [GOVERNING STATE]

This document is entered into by and between [PARTY A NAME] and [PARTY B NAME], effective as of the date set forth above, subject to the terms and conditions outlined herein and the laws of [GOVERNING STATE].
Chat
Review

Customize this document with Ezel

$49 one-time · No subscription

  • AI-Powered Editing
    Tell the AI what to change and watch it edit your document in real time.
  • 3 Days of Access
    Revise as many times as you need. Download as Word or PDF.
  • State-Specific Law
    AI understands your jurisdiction's legal requirements.
Secure checkout via Stripe
Need to customize this document?

Do more with Ezel

This free template is just the beginning. See how Ezel helps legal teams draft, research, and collaborate faster.

AI Document Editor

AI that drafts while you watch

Tell the AI what you need and watch your document transform in real-time. No more copy-pasting between tools or manually formatting changes.

  • Natural language commands: "Add a force majeure clause"
  • Context-aware suggestions based on document type
  • Real-time streaming shows edits as they happen
  • Milestone tracking and version comparison
Learn more about the Editor
AI Chat for legal research
AI Chat Workspace

Research and draft in one conversation

Ask questions, attach documents, and get answers grounded in case law. Link chats to matters so the AI remembers your context.

  • Pull statutes, case law, and secondary sources
  • Attach and analyze contracts mid-conversation
  • Link chats to matters for automatic context
  • Your data never trains AI models
Learn more about AI Chat
Case law search interface
Case Law Search

Search like you think

Describe your legal question in plain English. Filter by jurisdiction, date, and court level. Read full opinions without leaving Ezel.

  • All 50 states plus federal courts
  • Natural language queries - no boolean syntax
  • Citation analysis and network exploration
  • Copy quotes with automatic citation generation
Learn more about Case Law Search

Ready to transform your legal workflow?

Join legal teams using Ezel to draft documents, research case law, and organize matters — all in one workspace.

Request a Demo