The Plaintiff-First Approach to Settlement Planning

Milestone guides you through the right steps to take when planning your settlement. 

Financial security is best addressed before a case is settled. Our team of settlement planners engages early on to walk plaintiffs and trial lawyers through the entire decision-making process when planning for an upcoming settlement. We make sure our clients take an active role in determining their financial future by giving them the awareness, education, and understanding to navigate their available options.

Identifying Long-Term
Needs & Risks

There can be a strong temptation for plaintiffs to spend settlement money immediately, often wearing away the settlement that was intended to last a lifetime. Our settlement planning solutions provide protection against premature depletion of funds. We work together to develop the best course of action for each plaintiff and their family, helping instill a sense of security and restore peace of mind.

To maximize your settlement planning and to ensure future financial security, our settlement planners will conduct a free risk assessment.
Set Up a Free Risk Assessment

Allocating Your Settlement

Once a settlement amount is decided upon, it is beneficial to have a financial expert determine how much to allocate to different financial assets in order to protect against certain risks. Taking your settlement and creating a balance between trusts, investments, and insurance is important to mitigate risk, ensure long-term security, and give yourself the tools and flexibility to handle the unexpected.


Our team of settlement planning experts works with you and your attorney to create a customized portfolio using top money managers and investment solutions tailored to your current and continuing needs.

Suitability & Government
Benefits Planning

Milestone Consulting uses an analytical approach to determine which financial vehicles are appropriate in order to preserve eligibility status for needs-based government programs, such as Medicaid and Social Security Income.

Choosing the Most Professional Team

In addition to a settlement planner, you benefit from having other professionals on your team as you look forward to life after your settlement.

Trust Attorney

The right trust attorney is one who specializes in the selected trust vehicle; however, it is client compatibility that establishes the confidence required to manage the variables associated with trust planning.

A Trustee

This process helps determine which potential trustees share the same risk-averse, long-term, stability-related philosophy upon which the trust will be established.

Our Plaintiff Settlement Guide

See how more attorneys recommend Milestone as the only trusted settlement planner for their clients.

See How You Can Get More from Your Settlement

Our Solutions to Complement Your Settlement

Learn more about how trusting Milestone can help you make the most out of your settlement earnings.

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