Settlement Services in California

Injured claimants and their families have unique needs and deserve customized solutions. As a full-service settlement planning firm, our team approaches planning on a case-by-case basis. When a plaintiff attorney engages one of our consultants early in the settlement process, we have time to build a relationship with the claimant and assess that person’s needs, goals, and any issues that may impact settlement proceeds. We can then provide an individualized plan designed to meet both immediate financial needs and long-term financial security.

Whether your client has suffered an injury or lost a loved one, experienced wrongful termination, or if you are a plaintiff attorney seeking assistance with your own financial needs, we are your single best resource for comprehensive planning.

Sage Settlement Consulting provides plaintiff attorneys & their clients with innovative financial solutions. Call (855) 288-7243 to learn more. Se habla español.

Comprehensive Settlement Planning Services in California

A Sage settlement consultant can advise you on your different structured settlement options, which include:

Structured Settlement Annuities

• Fixed-indexed annuities
• Single premium immediate annuities
• Deferred income annuities
• Multiple-year guarantee agreements

Market-Based Structured Settlements

• Settlements Plus™   
  A market-based investment portfolio serves as the financial vehicle rather than an annuity
• Fee Structure Plus®   
  Allows attorneys to invest contingency fees in a market-based investment portfolio on a tax-deferred basis
• Treasury Funded Structured Settlement™ (TFSS)   
  Uses U.S. Treasury Bonds as the underlying investment

Non-Qualified Structured Settlements

• For those who do not qualify for the income tax exclusion under Section 104 of the IRS code

Qualified Settlement Funds

• 468B Trusts   
  Ideal for mass tort litigation and other cases that involve multiple claimants

Benefits of a Structured Settlement

• 100% income-tax-free for physical injury and wrongful death cases
• 100% income tax-deferred for non-physical injury cases
• Guaranteed payments
• Guaranteed rate of return
• No overhead fees or expenses

How Our Settlement Process Works

Understanding the steps involved in settlement planning can make the process more manageable for both claimants and plaintiff attorneys. Our process is designed to be clear, collaborative, and tailored to each case.

• Case review and assessment: We begin by reviewing the facts of the case, the projected settlement value, and any immediate concerns such as medical bills, liens, or public benefit eligibility.
• Goal-setting discussions: We meet with the claimant and, when appropriate, family members to discuss financial goals, long-term needs, and how the settlement may impact daily life in the years ahead.
• Customized planning development: After understanding your objectives, we design a tailored strategy rather than rushing financial decisions, ensuring the plan reflects both short-term and long-term priorities.
• Review of settlement options: We evaluate available planning tools and model different cash flow scenarios so you can clearly see how income and resources may be structured over time.
• Coordination with legal team: We work directly with the attorney’s office to ensure settlement documents align with the selected strategy and that all court or opposing counsel deadlines are met.
• Finalization and implementation: Once the settlement is completed, we help ensure the plan is properly implemented and payments are set up correctly.
• Ongoing support after settlement: We remain available to answer questions, help adjust plans when life changes, and connect you with additional professionals if needed.

Our goal is to provide a clear, step-by-step path from initial consultation through post-settlement life so claimants can focus on recovery instead of administrative details.

Who We Help in California

Settlement planning needs can vary widely from one case to the next, and we regularly work with a broad range of claimants and law firms across California. This includes individuals injured in motor vehicle collisions, construction incidents, and premises cases, as well as families pursuing wrongful death claims in courts such as the Los Angeles County Superior Court, San Francisco County Superior Court, and other trial courts throughout the state. We also assist people in resolving employment-related claims, including wrongful termination and discrimination matters, where structuring payments can help manage income over time.

We coordinate closely with plaintiff attorneys so that the settlement plan supports the legal strategy and complies with the terms of the judgment or agreement. Our team understands that each case comes with its own set of medical, financial, and emotional challenges, and we adapt our recommendations accordingly. Whether a claimant lives in a major metropolitan area or a smaller California community, we aim to provide the same level of attentive guidance, clear explanations, and practical options so that the settlement serves as a foundation for long-term stability.

Trusted Solutions. Sage Advice.

“They are ardent supporters of the plaintiff bar community, and we consider them an integral part of our team.” - Brian Panish, Panish, Shea & Boyle, LLP, Los Angeles, CA

Read More Testimonials

As the largest plaintiff-oriented settlement planning team in the industry, Sage Settlement Consulting offers full-service settlement planning solutions tailored to meet the needs of plaintiff attorneys and their clients. Our national network of local experts and strategic partnerships exceeds the level of service plaintiff attorneys and their clients have come to expect. From client intake to preparing for post-settlement life, Sage Settlement Consulting’s resources can help secure a positive result for you and your client.

For Spanish-speaking claimants, we also offer access to Spanish-language informational materials, a Spanish-speaking case manager, and a Spanish assistance hotline.

Learn more about our comprehensive settlement planning services and discover how we can best serve you. Call (855) 288-7243or fill out our online form to contact Sage Settlement Consulting.