Use the ‘Copy Script to Clipboard’ button on the right to do just that.
Then, in Casebook, CTRL+V to paste the script into your notes.
Law, generic script Q’s:
Has the client contacted us or anyone else about this before:(If yes state who)
Is there any conflict of interest? (If ‘yes’ state name or N/A)
Has the client confirmed they have access to the internet access and can use it?
Has the client confirmed they are able to read and act on information on the internet or by email?
If ‘no’, is there anyone else who can support client with this?
Assess client’s overall communication skills (with or without email access can client write letters, cope with forms)
Is client vulnerable in any way (mental or physical problems, educational difficulties etc.)?
Profile & Consent:
Has the client given permission to record details today?
Has the client given permission to share details with research partner? OR Client wishes to remain unnamed and was given their Client Reference Number? (delete whichever is not applicable)
Check client profile details and update if necessary – record information
Update special category consents
Client details
What benefits are you receiving at the moment (ensure added to profile)?
Is anyone else in your household receiving benefits?
Do you have any children dependent on you (number and ages)
Details about the issue
Power of Attorney
Are you enquiring about a Power of Attorney that already exists? If so what type is it?
When was it made and is it registered?
Are you seeking to help someone who is temporarily ill or out of the country?
If so are you seeking a third party mandate to deal with someone’s bank account?
Do you want to be an agent or appointee to deal with someone’s benefits?
Are you seeking to help someone who is no longer able to handle their own affairs?
Are you seeking to draw up a Power of Attorney in case you are ever ill or unable to manage your own affairs?
Are you aware of the different types of P of A that exist? Would you like information about the different types there are?
Are you concerned that someone has P of A but is not acting in the best interests of someone?
What have you done so far?
What are you hoping we can do for you?
After a death
Registering a Death and Funerals
Do you know where and how to register a death?
Is an inquest required and how does this affect registration?
Do you face difficulties paying for a family funeral?
Have you looked to see if the deceased had a pre-paid funeral or any Insurance policies that will help pay for funeral costs?
Have you already contacted funeral directors?
Was deceased claiming benefits?
What have you done so far?
What are you hoping we can do for you?
Time limits
Deaths should be registered within 5 days, except in case of inquest, when Essex Coroner’s Office will advise, and still birth.
Wills
Details about the issue
Do you already have a will?
Do you want to alter/ destroy/ re-write your will?
Do you wish to draw up a valid will yourself ?
Have you considered a solicitor or a will writing service ?
Are you unhappy with the actions of a named executor ?
Do you believe that a will someone made is unfair to you?
Have you been unable to find a will you know exists?
Are you concerned/aware that no will was made and need to know the consequences?
Are you named as an executor?
Do you have concerns about being an executor?
Do you think you will need help sorting out probate?
What have you done so far about the problem?
What are you hoping we can do for you?
Information Sources
Next steps
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