Discussed in this Episode:

• Identify the client 
• Ensure there are no conflicts
• Get the credentials
• Know your client’s story
• Identify the source of recovery

Identify the Client

Just because they are a family member, does not mean they have the right to file the lawsuit. 

Ensure There are no Conflicts

If you’re dealing with multiple people, make sure that they are on the same page. Family can be difficult, especially while ensuring a tragic event. 

Get the Credentials 

In addition to identifying the client, you also have to verify that they are who they say they are and have access to important information like the death certificate.

Know Your Client’s Story

It’s not just about financial damages, it’s also about the loss of a person. Was that person well liked and respected by their family, friends, co-workers, etc? You must be able to tell their story in a way that shows how their absence negatively affects the people around them.

Identify the Source of Recovery

If there isn’t any method of significant financial recovery, then you’re doing you and your client a disservice.