Preplanning Process & Strategy Flashcards

A couple disagrees about burial versus cremation. What is the best approach?

Answer: Facilitate a respectful conversation exploring each person's reasons

Helping each person voice their values leads to a mutually acceptable decision.

What is an 'adult child' decision-maker scenario's main preplanning concern?

Answer: Ensuring the parent's own wishes are recorded and honored

The plan should reflect the person it is for, even if others participate.

Which is an ethical way to create appropriate urgency?

Answer: Explain real benefits such as price protection and relieved family burden

Truthful benefits motivate action without deception or pressure.

What does 'active listening' involve?

Answer: Giving full attention, paraphrasing, and clarifying what you hear

Paraphrasing and clarifying confirm understanding and show respect.

A client wants to prearrange but has limited income. What should the consultant do?

Answer: Present affordable options and flexible payment arrangements

Ethical service means presenting options that fit the client's means.

Which information is most useful to record on a personal information worksheet?

Answer: Vital statistics, family details, and service preferences

Complete vital data speeds up filing and documentation at time of need.

How should a consultant respond to the objection 'I'll talk to my kids first'?

Answer: Welcome it and offer to include the children in a follow-up meeting

Including family strengthens the plan and builds long-term trust.