Rockridge Trust et al v. Wells Fargo NA et al

Filing 11

ORDER REFERRING CASE TO ADR UNIT FOR ASSESSMENT TELEPHONE CONFERENCE. Plaintiff and Defendants counsel shall participate in a telephone conference, to be scheduled by the ADR Unit as soon as possible but no later than May 1, 2013.. Signed by Judge Joseph C. Spero on 4/10/13. (klhS, COURT STAFF) (Filed on 4/10/2013)

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UNITED STATES DISTRICT COURT

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NORTHERN DISTRICT OF CALIFORNIA

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ROCKRIDGE TRUST, et al.,
Plaintiffs,

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v.

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WELLS FARGO NA, et al.,

ORDER REFERRING CASE TO ADR
UNIT FOR ASSESSMENT TELEPHONE
CONFERENCE

Defendants.

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United States District Court
Northern District of California

Case No. 13-cv-01457-JCS

Pursuant to Civil Local Rule 16-8 and ADR Local Rule 2-3, the Court refers this

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foreclosure-related action to the Alternative Dispute Resolution (ADR) Unit for a telephone

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conference to assess this case’s suitability for mediation or a settlement conference. Plaintiff and

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Defendants’ counsel shall participate in a telephone conference, to be scheduled by the ADR Unit

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as soon as possible but no later than May 1, 2013.
Plaintiff and Defendants’ counsel shall be prepared to discuss the following subjects:

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(1)

Identification and description of claims and alleged defects in loan documents.

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(2)

Prospects for loan modification.

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(3)

Prospects for settlement.

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The parties need not submit written materials to the ADR Unit for the telephone conference.

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In preparation for the telephone conference, Plaintiff shall do the following:

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(1)

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merit.

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(2)

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shall prepare a current, accurate financial statement and gather all of the information and

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documents customarily needed to support a loan modification request. Further, Plaintiff shall

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immediately notify Defendant's counsel of the request for a loan modification.

Review relevant loan documents and investigate the claims to determine whether they have

If Plaintiff is seeking a loan modification to resolve all or some of the claims, Plaintiff

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(3)

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loan modification, in the form of a financial statement, worksheet or application customarily used

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by financial institutions.

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In preparation for the telephone conference, counsel for Defendants shall do the following.

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(1)

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Plaintiff’s request, counsel for Defendants shall promptly notify Plaintiff to that effect.

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(2)

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in the telephone conference.

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Provide counsel for Defendants with information necessary to evaluate the prospects for

If Defendants are unable or unwilling to do a loan modification after receiving notice of

Arrange for a representative of each Defendant with full settlement authority to participate

The ADR Unit will notify the parties of the date and time on which the telephone
conference will be held. After the telephone conference, the ADR Unit will advise the Court of its

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United States District Court
Northern District of California

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recommendation for further ADR proceedings.

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IT IS SO ORDERED.

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Dated: April 10, 2013

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________________________
Joseph C. Spero
United States Magistrate Judge

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