Client Needs Assessment & Consultation Flashcards

A client mentions their faith requires burial within 24 hours of death. How should the consultant respond in preplanning?

Answer: Record it as a core requirement and discuss how to honor it

Religious requirements are core needs that should be documented and respected.

When serving a family from an unfamiliar cultural background, the best practice is to:

Answer: Ask respectfully about their traditions and who can advise

Asking humbly avoids assumptions and ensures traditions are honored accurately.

In a blended family, two stepchildren disagree on the client's wishes. The consultant should:

Answer: Keep focus on the client's documented wishes and encourage clear communication

Preplanning exists so the client's own wishes guide decisions, reducing conflict.

Why should a preplanning consultant ask who the client wants involved in decisions?

Answer: To identify the right decision-makers and avoid later disputes

Knowing who is involved helps prevent later disagreements and ensures the plan is understood.

A client expresses fear about death during the meeting. The best response is to:

Answer: Acknowledge the feeling with empathy and proceed at their pace

Empathy and pacing help clients feel safe discussing difficult topics.

Which statement best describes a client's meaning-making needs in funeral planning?

Answer: They involve how the service reflects the person's life, values, and legacy

Meaningful ceremonies reflect the life and values of the person being honored.

A client who is a veteran asks about benefits. The consultant should:

Answer: Explain possible veteran burial benefits and help document eligibility information

Veterans may be eligible for burial benefits and the consultant should guide them to verify eligibility.