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Effective Strategies to Avoid Risk and Litigation in Funeral Services

In handling funeral services, avoiding risk and costly litigation is crucial for success. The foremost principle is adhering to the Golden Rule: prioritize transparent disclosure and communication with clientele to prevent misunderstandings. Poor documentation is another frequent litigation catalyst—maintaining thorough, written records fosters accountability and defense. Customer satisfaction plays a vital role, as satisfied clients are less likely to pursue legal action, even after errors. Additionally, robust insurance coverage and ongoing training contribute to minimizing risks and ensuring high service standards.

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Effective Strategies to Avoid Risk and Litigation in Funeral Services

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  1. How to Avoid Risk and Expensive Litigation American Funeral Director August 2005 Richard M. Williams Esq.

  2. Training • single most important principle • initial and ongoing • at every level of service • The Golden Rule

  3. Disclosure and Communication • Second most frequent cause of litigation is failure to disclose the nature of services to consumers. • Carefully go over forms and paperwork. • Answer questions. • Avoid “they never told me that”.

  4. Recordkeeping • Written records provide the best defense. • Proper forms and contracts. • Helps to avoid risk, mistakes, and potential litigation.

  5. Customer Satisfaction • A satisfied customer, even when mistakes have been made, will rarely resort to litigation. • Attorneys may encourage the FH to do “whatever it takes”. • Obtain a written release.

  6. Insurance for Risk • Proper insurance will not generally avoid mistakes being made but it will provide protection and a sense of security. • Consult a qualified insurance professional. • Require proof of insurance from subcontractors.

  7. Risk management and litigation avoidance is an ongoing issue. • Just as continual upgrading of practices and facilities is important to provide the highest level of service, an ongoing awareness of risk management and litigation avoidance is critical.

  8. Factors that Minimize Risk • awareness of heightened obligation • proper training and supervision • proper and complete disclosure • communication • proper recordkeeping • procurement of insurance • satisfying the customer’s needs

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