Settlement Demand Letter

SETTLEMENT DEMAND LETTER — ALASKA PREPARATION PACKET

This packet helps organize a settlement proposal. It does not label the communication confidential, privileged, inadmissible, or protected from disclosure. It does not replace a signed settlement agreement, release, court approval, lien-resolution process, insurer consent, or other claim-specific requirement.

1. Matter and Deadline Review

Negotiations do not automatically extend a filing, notice, appeal, or contractual deadline. Calendar each deadline independently.

2. Liability and Evidence Worksheet

State positions as positions, not established facts, unless they are undisputed or adjudicated.

3. Damages and Payment Worksheet

Include only categories available for the actual claim and supported by records and current law.

Do not present attorney fees, punitive damages, prejudgment interest, expert fees, costs, contribution, indemnity, or joint liability as automatically available.

4. Proposed Settlement-Term Worksheet

A demand letter should not silently settle the release scope, liens, tax allocation, confidentiality, enforcement, or authority questions. Put final terms in a reviewed written settlement agreement.

5. Draft Settlement Demand

[COUNSEL OR SENDER LETTERHEAD]

Date: [__/__/____]

Delivery method: [________________________________]

To:

[RECIPIENT NAME AND TITLE]

[ORGANIZATION]

[ADDRESS]

[CITY, STATE ZIP]

Re: Settlement proposal concerning [MATTER / CLAIM / INCIDENT]

Dear [NAME]:

We represent [CLIENT] concerning [BRIEF IDENTIFICATION OF THE DISPUTE]. This letter states the client's present settlement proposal based on information currently available. It is not a factual stipulation, admission, release, or final settlement agreement.

A. Client's Position

The client contends that:

1. On [__/__/____], [FACTUAL EVENT].

2. [OPPOSING PARTY] [ACTED / FAILED TO ACT / DID NOT PERFORM] as follows: [________________________________].

3. That conduct caused or contributed to the following claimed harm: [________________________________].

The principal supporting records are:

[____________________________________________________________]

[____________________________________________________________]

Known disputed facts, defenses, or allocation issues include:

[____________________________________________________________]

B. Claimed Loss

The client presently calculates the claimed loss as follows:

These figures are [FINAL / PRELIMINARY / SUBJECT TO IDENTIFIED ADDITIONAL RECORDS]. Any estimate or disputed category is identified as such.

C. Settlement Proposal

To resolve the matter without further proceedings, the client proposes settlement for $[________________________________], subject to negotiation and execution of a mutually acceptable written settlement agreement.

The proposed material terms are:

1. Payment by [__/__/____] through [METHOD / PAYEES / ESCROW OR HOLDBACK];

2. A release limited to [IDENTIFY OCCURRENCE, TRANSACTION, CLAIMS, AND PARTIES];

3. [DISMISSAL / RETURN OF PROPERTY / CORRECTIVE PERFORMANCE / OTHER NONMONETARY TERM]; and

4. [APPROVAL, LIEN, REIMBURSEMENT, TAX, CONFIDENTIALITY, OR OTHER ISSUE TO BE ADDRESSED IN THE FINAL AGREEMENT].

This proposal does not itself transfer rights, release claims, authorize payment to an incorrect person, or resolve third-party recovery interests.

D. Response

Please respond by [__/__/____ at ____:____ ☐ a.m. ☐ p.m.] to:

The response date is a proposal-management date only unless counsel has identified a separate binding source. It does not extend or shorten any filing or notice deadline.

If further information would assist evaluation, please identify the requested material. The client is also willing to discuss mediation or another agreed process, provided any tolling or scheduling effect is stated in a separate signed writing.

Sincerely,

Signature: __________________________________

Printed name and title: [________________________________]

For: [CLIENT / FIRM / AUTHORIZED SENDER]

Enclosures: [________________________________]

Copies: [________________________________]

6. Final Review and Sending Record

☐ Liability statements are attributed to the client and supported by identified evidence.

☐ Damage categories and calculations were checked against current law and records.

☐ Unsupported claims for fees, punitive damages, interest, contribution, attachment, or insurance disclosure were removed.

☐ No categorical confidentiality, privilege, or admissibility statement remains.

☐ Sensitive personal, medical, financial, or identifying information is transmitted appropriately and only as needed.

☐ Release parties, lien and reimbursement issues, approvals, payment instructions, and tax questions are reserved for the final agreement.

☐ Evidence-preservation needs were addressed through a separately reviewed communication if appropriate.

☐ All litigation, appeal, administrative, contractual, and notice deadlines remain calendared independently.