Economica's Assessments: Information required to complete an assessment for an estate claim (deceased adult)
We have outlined below the information which we typically require in order to complete an assessment for a loss of income claim by the estate of a deceased person (under the Survival of Actions Act).
- The deceased’s date of birth and date of death.
- The scheduled trial date, or the date which we should use as an “assumed settlement date.” A settlement date is necessary to provide a “point of reference” for our calculations.
- The deceased’s income tax returns. Ideally, we would like to have tax returns from at least the last four or five years before the accident. At a minimum, we need estimates of the deceased’s employment income at the time of the accident.
- We would like to know what level of education the deceased had.
- Information concerning the deceased’s employment history. Specifically we would like to know what jobs had been held, what the wages were with each employer, whether the deceased was part-time or full-time, amount of overtime worked, and so forth. Also we would like information regarding employer-provided fringe benefits (including pension). Of course, this information is most important for the job(s) held immediately before and at the time of death.
- We would like information regarding what the deceased’s future employment plans had been. For example, were there plans to change jobs? Would the hours worked have increased or decreased? Were there any likely promotions in the future? Were there any plans for retirement? Any letters received from the deceased’s employer(s) relating to these issues would be useful.
- If available, please provide portions of Examinations for Discovery transcripts which deal with any of the above topics.
To summarize, we require any information which relates to what the deceased’s career path (and income potential) would likely have been if the accident had not occurred.