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- Who got hurt or suffered the loss (i.e., who is the "Claimant")?*
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- When did it happen? (Earliest)*
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- What is your relationship to the Claimant?
- When did they pass away?
- Was an autopsy performed?
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- Did the decedent/Claimant pass away as a result of the conduct or activities described above in response to the question, "what happened?"
- Who did the decedent/Claimant leave behind at the time of their death?
- Has anyone been appointed as executor or administrator?
- As far as you know, did decedent/Claimant have a written will?
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- What kind of case is this?*
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- Who do you think is responsible for the injury/harm/loss?*
- Which of these exist today? (check all that apply)*
- Where was the Claimant at the time of the accident/injury?
- What best describes the accident?
- What kind of vehicle was the other person driving (not you or the Claimant)?
- Does the Claimant have their own auto insurance?
- What do you think ultimately caused Claimant's injuries on the property?
- Was a manager or the business owner/executive present when it happened?
- Was a manager or the business owner/executive informed about the incident?
- At what kind of property/location was the Claimant injured?
- Does the employer carry workers' compensation insurance?
- Was anyone besides the employer present at the location or involved in any way? (e.g., another company, a driver, an equipment manufacturer)
- Was the injury reported to the employer?
- Do you know who owns the animal?
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- As far as you know, had it bitten or attacked anyone before?
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- Do you still have the product?
- What went wrong, medically speaking?
- What happened to Claimant while in the care of the facility? (check all that apply)
- Have Claimant's injuries/abuse been reported to the facility or to the state?
- When did you first notice something was wrong?
- What kind of insurance coverage is the claim seeking?
- What has the insurance company done?
- When did the Claimant first get medical care for their injuries?
- Which of these apply to the relevant injuries? (check all that apply)
- Roughly how much are the medical bills so far?
- Has the injury kept the Claimant from working?
- Roughly how much financially is at stake?
- Does the person or company at fault have applicable insurance coverage?
- Do you already have a lawyer?*
- Have you done any of these with an insurance company?*
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