Fiduciary exposure

Combines the surcharge for loss to the estate or trust, double damages under Probate Code §859 and prejudgment interest into a single exposure figure for mediation. Every default is editable.

Damages

The compensatory base on which interest and multipliers are computed.

Prejudgment interest is on. Enter the date interest starts on each loss; each line accrues from its own date.

Prejudgment interest Include prejudgment interest

Annual rate (%) Enter the rate that applies in the jurisdiction.

Through Each damages line accrues from its own Interest from date, entered above, to this date.

Method

Day count

Rate authority Optional. Printed on the statement.

Interest accrues on each compensatory damages line from its own Interest from date through the date above. Most prejudgment interest is simple; use compounding only where the statute requires it.

Penalties and enhancements

Statutory penalties, multipliers or flat amounts.

A flat amount is added as entered. % of damages and × damages are computed on the compensatory base; treble damages, for example, are entered as × 2 on top of the base.

Fees and costs

Optional.

Attorney fees Where fee-shifting applies.

Costs Filing, expert and other costs.

Matter or client

Prepared for

Statement of exposure

Total exposureDamages, interest, penalties, fees and costs

$0.00

Prepared with JuraSumLegal Math · jurasum.com

Before you rely on this statement

This statement is a strategy and calculation aid and is not legal or financial advice or a prediction of any award.
It assembles components supplied by counsel (damages, an interest rate, penalties, multipliers and fees) into a single figure for negotiation. The availability of prejudgment interest, statutory penalties, enhanced or multiplied damages and fee-shifting varies by claim and jurisdiction and is often discretionary or capped.
Confirm each component and its basis, including every multiplier, statutory penalty and interest rate, against controlling authority before asserting it.
Confirm the Probate Code § 859 predicate (a finding of bad faith or elder abuse) before asserting double damages, and confirm the prejudgment interest rate and its accrual against controlling authority.

Figures are computed on this computer. Saved matters are encrypted with your firm’s key before they leave it. Data handling · Terms of service