Define what is being resolved
Identify the parties, claims, incident, payment, and release language. Ask whether the document affects unknown injuries, future claims, other insureds, property damage, medical payments, or other coverage.
Build the payment waterfall
Request a written estimate identifying the gross payment, attorney fees, litigation expenses, medical bills, reimbursement or recovery claims, and estimated net amount.
List unresolved issues
Check whether treatment is ongoing, bills are disputed, benefit recovery is incomplete, another policy is under review, or another claimant may assert an interest.
Understand timing and finality
Ask what must happen before distribution, what documents remain, whether the release can be changed, and what rights end after signing.