How Do You Deal with Grieving Clients?

March 26, 2012 Blog by: +

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As all of you are, I’m on Facebook as well. A friend I grew up with lost her 17 year old daughter in a car accident 6 years ago. She has a “In Memory Of” Facebook page for friends and family to post photos or thoughts to. The past couple of years, only she posts. Recently the post read:

“I lost your pen Sunday. It was horrible. I have carried it with me every day since they handed it to me at the police station. I looked and looked. It was like losing a bit of you all over again. The next day, between the washer and the dryer, I found it. It just never ends. I miss you all the time. Mom”

I am not an estate planning attorney like most of our subscribers, I have consulted with hundreds of you over the past 20 years or so, and one thing that I have just never quite gained a clear understanding on is this: I have no idea how you master the art of sitting across the table from a grieving client and doing all the things they need for you to do as a professional without losing your empathy.

Looking at the huge number of responsibilities that estate planning attorneys running a law practice have to be an expert on—this seems to me like one of the most difficult parts. Is that true? Do you have words of wisdom you could share with others on the subject of being comforting, listening fully, having professional “distance” enough to get the job done without getting lost in the process?

Jennifer Price
Director, Member Services
American Academy of Estate Planning Attorneys, Inc.
9444 Balboa Avenue, Suite 300
San Diego, California 92123
Phone: (858) 453-2128
www.aaepa.com

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3 Responses to “How Do You Deal with Grieving Clients?”

  1. Brad Anderson Says:

    A couple of things come to mind. First, however, your friend needs help. Now that she has a special memorial sight, she may feel the obligation to post to it, but six years is a long time. She will never get over the loss of her daughter, completely, but she needs to let it go. I suspect others in her life have moved on and miss her being available for them. It is how marriages end and relationships die. She may feel they are heartless and disloyal to her daughter’s memory, but nursing the hurt is of no value to anyone.

    In dealing with a grieving client, I find that if I acknowledge the pain right up front and take a minute to hear their story, they are prepared to move on to the legal matters. I also find that if it is too soon for them it is best if they bring someone with them to the consultation. I once had a client who had lost her husband very recently. She wanted to stay busy as a way of dealing with her grief. Unfortunately, it was too soon as was evident later when she said to me, “I can see your mouth moving, so I know you are talking to me, but I haven’t heard a word you said.” Luckily, her daughter was with her and she said, “don’t worry, Mom. I have been taking good notes and I know what to do to help you.”

  2. Dave Brunell, The Care Plan Attorney Says:

    Sometimes it helps to offer to pray with or for the client. I often listen, then promise to add their wishes to my prayer list.

  3. Kristin Kaminski Says:

    Listening is key. I like to assure clients they are being heard. Tears have welled in my eyes as clients talk about their loss. I wouldn’t say, however, this distracts me from getting the job done. Nor would I say I feel lost in their emotions. I find myself instead, perhaps, more connected to clients that take the time to grieve and share a bit of their family history. What is so amazing about being in this area of law is the satisfaction gained in assisting the grieving. Just today, a client talked to me on the phone about the recent loss of her mother and her brother, as well as a few other difficult situations she is currently experiencing. I told her I appreciated her confiding in me. She thanked me again and again after our conversation. I often hear on the phone, “Sorry to bother you.” I always stop the client and say something to the effect of, “That’s what I’m here for.” Working with those who truly appreciate our work is a pleasure. Brad, I think you are right on; acknowledging the pain initially allows the client to then move forward to discuss legal issues. And Dave, I found your comment endearing. In how many areas of law do we as attorneys have the privilege to let clients know they are in our prayers? I find this to be another one of the gratifying aspects of this practice.

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