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Wrongful Death Case Valuation Worksheet


This worksheet is intended to be used as a starting place for you to review the potential value of your wrongful death case with your attorney. We suggest that you PRINT THIS FORM, then mail it, fax it, or take it with you to your attorney as the beginning place for his or her discussions with you.

In order to be certain that this document is privileged, and therefore unavailable to the defendant(s) or potential defendant(s) in your case, you should discuss your intention to complete this form with your attorney before completing it. Under certain circumstances, such documents can become discoverable and the opposing parties in your lawsuit can obtain copies of them.

 

Basic Information:

First Name:_____________________________________________

Last Name:_____________________________________________

E-mail Address:_________________________________________

FAX No.:_______________________________________________

Home Phone No.:_________________________________________

Work Phone No.:_________________________________________

Address:________________________________________________

City:___________________________________________________

State:_________________________ Zip Code:________________

Type of accident or incident giving rise to injuries:

____ Motor Vehicle Accident

____ Medical Malpractice

____ Product Related

____ Pharmaceutical Product

____ Other - Please Describe Briefly:

Relationship of deceased party to you:

____ Husband

____ Wife

____ Child

____ Parent

____ Other

Additional Comments:


 


PLEASE COMPLETE THE FOLLOWING FOR YOUR WRONGFUL DEATH CASE


1) Age of decedent at time of death: _______

2) Your age at time of decedent's death: _______

3) Ages of decedent's children at time of decedent's death: __________

4) Annual income of decedent at time of death: ____________

5) Annual value of benefits (e.g., health insurance, retirement contributions, etc.) earned by decedent at time of death: ________

6) Did you loss any benefits such as insurance as a result of decedent's death? _____Yes ____No

If so, what is the annual value of those benefits? _____________

7) Did you suffer a reduction in the amount of retirement benefits you will receive as a result of decedent's death? ____ Yes ____ No

If so, what is the annual value of those benefits? _____________

8) Did the deceased provide you or your family with any of the following types of assistance:

    YES       NO

______  ______   a) Housework

______  ______   b) Gardening

______  ______   c) Cooking

______  ______   d) Child care

______  ______   e) General household maintenance

______  ______   f) Automobile maintenance or repair

______  ______   g) Laundry

______  ______   h) Shopping

______  ______   i) Driving

9) What was the value of all gifts which decedent gave to you each year at the time of death? _____________

10) What was the value of all gifts which decedent gave to others each year at the time of death? ___________

11) What was the total amount of expenses incurred for funeral and burial? _____________

12) What was the total amount of expenses incurred for medical care for decedent's last illness or injury? ________________


Inasmuch as the Internet is a public forum, The Law Office of Timothy L. Joens does not provide legal advice over the Internet.  The transmission of email, the forms provided on this site, and/or the review of the information contained on this site does not create an attorney-client relationship and you should not send information which you intend to be confidential by such means.  Internet transmissions may not be secure and there is always a risk that such communications may be intercepted by and/or delivered to someone other than those for whom they are intended.  Therefore, do not send any information over the Internet which you intend to remain confidential as such a communication may not be privileged.


Law Office of Timothy L. Joens and the attorneys employed by it are licensed to practice law only in the state of California.  they cannot, and do not, give legal advice, or practice law, in any other state or jurisdiction.  The information contained on this site is not intended to be, and should not be regarded as, legal advice.  Should you require legal advice, you are urged to consult with a licensed attorney.  All situations are different and require individual review, investigation, and analysis by competent legal counsel.


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