Release and Settlement Agreement

PERSONAL-INJURY SETTLEMENT AND RELEASE DEVELOPMENT WORKBOOK

INTERNAL ONLY. DO NOT SIGN, SEND, FUND, FILE, DISMISS, OR RELEASE ANY CLAIM BASED ON THIS WORKBOOK.

1. Matter and Jurisdiction Control

2. Current-Authority and Approval Gate

3. Parties and Released-Person Schedule

List each legal person separately. Do not use an undefined affiliate, insurer, agent, successor, employee, family, or “all other persons” class.

Nonreleased persons and effect of the settlement: [________________________________]

4. Claim and Reservation Schedule

Counsel must separately review unknown claims, later-discovered conditions, future care, consortium, survival, wrongful-death, property, contract, statutory, benefit, contribution, and derivative rights. This workbook releases none of them.

5. Consideration and Funding Control

Potential conditions before funding:

☐ Required agreement signatures and authority
☐ Court or other approval
☐ Authenticated payment instructions
☐ Tax or reporting form
☐ Lien / reimbursement / holdback plan
☐ Escrowed dismissal or release paper
☐ Structured-payment documents
☐ Other: [________________________________]

No interest, penalty, acceleration, rescission, forfeiture, or fee consequence is selected here.

6. Lien, Reimbursement, Benefit, and Holdback Register

Do not insert a blanket lien indemnity or a settlement-amount liability cap.

7. Capacity and Approval Record

8. Dismissal and Closing Sequence

A request that a court retain jurisdiction is not an order retaining jurisdiction. Counsel must select the actual funding, approval, dismissal, satisfaction, and enforcement sequence.

9. Confidentiality and Communication Design

Review truthful testimony, legal process, protected activity, government and benefit reporting, advisers, fiduciaries, family, enforcement, tax, lien, and approval disclosures. This workbook creates no confidentiality obligation, liquidated damages, injunction, fee award, sealing order, or waiver.

10. Tax, Benefits, and Structured-Payment Review

No tax, medical, benefit, investment, annuity, insolvency, or future-financial outcome is stated here.

11. Breach and Enforcement Instructions

No remedy, force-majeure clause, exclusive forum, jury waiver, arbitration term, or liability cap is selected by this workbook.

12. Separate-Agreement Drafting Instructions

13. Final Approval Gate

☐ Correct legal names, capacities, and authority
☐ Complete claim and case record reviewed
☐ Current-law and jurisdiction register complete
☐ Payment and cleared-funds sequence complete
☐ Released persons listed individually
☐ Released and reserved claims described precisely
☐ Nonreleased-party effects reviewed
☐ Lien, reimbursement, benefit, and holdback plan complete
☐ Approval and protected-funds route complete
☐ Structured-payment and tax review complete
☐ Dismissal and satisfaction sequence complete
☐ Confidentiality and communication terms reviewed
☐ Remedies, forum, and execution form supported
☐ Separate agreement drafted and approved
☐ This workbook excluded from the signature and closing package

Prepared by: [________________________________]
Sources checked through: [__/__/____]
Approved agreement filename / version: [________________________________]