Free Educational Resources
Understanding your options after an injury can make legal and financial decisions feel more manageable. These free resources are designed to help explain how claims, settlements, and money decisions often connect—so you can learn at your own pace, without pressure.
These materials are educational only and do not create an attorney-client relationship.
How to Use This Page
You don’t need to read everything at once.
Many people start with one resource that fits where they are right now, then return later as new questions arise.
Post-Accident Protection Checklist
A simple, step-by-step checklist to help you avoid common mistakes after an accident.
Best for:
Recent accident
Insurance contact
Unsure what to do next
Educational only. No attorney-client relationship.
Free Settlement & Injury Planning Resources
Clear, plain-language tools to help you protect your settlement and plan your next steps — at your own pace.
Avoid costly post-accident mistakes
Understand your financial position
Make confident decisions before you sign anything
Not sure where to start?
Choose what best fits your situation:
Start Here: Immediate Guidance
If the accident or injury just happened, these resources help you protect yourself early.
Post-Accident Protection Checklist
What to do (and what not to do) after an accident to avoid mistakes that can hurt your case or settlement.
Best for: recent accidents, insurance calls, first steps
5 Quick Tips for Making the Most of Your Settlement
Practical guidance to help you avoid common financial pitfalls and make informed settlement decisions.
Best for: early settlement questions, financial awareness
Understand Your Settlement & Money Flow
If you’re asking, “What does this settlement really mean for me financially?”
Income Clarity Guide
Understand where your money comes from, how long it needs to last, and how to create clarity after a settlement.
Best for: income planning, financial transitions
Settlement Success Planning Guide
A high-level planning guide that connects settlement decisions to long-term stability and peace of mind.
Best for: settlement decisions, big-picture planning
Financial Planning & Structure
If you want a clear system for managing settlement funds responsibly.
Strategic Budget Framework for Settlement Recipients (60/20/20)
A structured budgeting framework to help allocate settlement funds with intention and discipline.
Best for: budgeting, structure, financial control
Strategic Savings Blueprint: A Roadmap to Financial Security
A structured budgeting framework to help allocate settlement funds with intention and discipline.
Best for: budgeting, structure, financial control
Professional Expense Tracking Worksheet
A practical worksheet to track expenses and maintain financial clarity after receiving settlement funds.
Best for: accountability, organization
Are You Financially Ready?
If you want to assess where you stand before making big decisions.
Financial Readiness Assessment
A guided self-assessment to help you evaluate preparedness, risks, and next steps.
Best for: decision-making, self-evaluation
Want Guidance Tailored to Your Situation?
If you’ve reviewed these resources and still have questions, we’re here to help you understand your options.
Why We Created These Resources
Clarity
Understand what matters most
Protection
Avoid preventable mistakes
Confidence
Make informed decisions at your pace
Frequently Asked Questions
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Can I talk to someone if I’m unsure what to do next?
These resources are provided for general educational purposes only and do not constitute legal or financial advice. Downloading materials does not create an attorney-client relationship