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Who are you caring for?
Which best describes their mobility?
How well are they maintaining their hygiene?
How are they managing their medications?
Does their living environment pose any safety concerns?
Fall risks, spoiled food, or other threats to wellbeing
Are they experiencing any memory loss?
Which best describes your loved one's social life?
Acknowledgment of Disclosures and Authorization
By proceeding, I agree that I understand the following disclosures:
I. How We Work in Washington. Based on your preferences, we provide you with information about one or more of our contracted senior living providers ("Participating Communities") and provide your Senior Living Care Information to Participating Communities. The Participating Communities may contact you directly regarding their services. APFM does not endorse or recommend any provider. It is your sole responsibility to select the appropriate care for yourself or your loved one. We work with both you and the Participating Communities in your search. We do not permit our Advisors to have an ownership interest in Participating Communities.
II. How We Are Paid. We do not charge you any fee – we are paid by the Participating Communities. Some Participating Communities pay us a percentage of the first month's standard rate for the rent and care services you select. We invoice these fees after the senior moves in.
III. When We Tour. APFM tours certain Participating Communities in Washington (typically more in metropolitan areas than in rural areas.) During the 12 month period prior to December 31, 2017, we toured 86.2% of Participating Communities with capacity for 20 or more residents.
IV. No Obligation or Commitment. You have no obligation to use or to continue to use our services. Because you pay no fee to us, you will never need to ask for a refund.
V. Complaints. Please contact our Family Feedback Line at (866) 584-7340 or ConsumerFeedback@aplaceformom.com to report any complaint. Consumers have many avenues to address a dispute with any referral service company, including the right to file a complaint with the Attorney General's office at: Consumer Protection Division, 800 5th Avenue, Ste. 2000, Seattle, 98104 or 800-551-4636.
VI. No Waiver of Your Rights. APFM does not (and may not) require or even ask consumers seeking senior housing or care services in Washington State to sign waivers of liability for losses of personal property or injury or to sign waivers of any rights established under law.I agree that: A.I authorize A Place For Mom ("APFM") to collect certain personal and contact detail information, as well as relevant health care information about me or from me about the senior family member or relative I am assisting ("Senior Living Care Information"). B.APFM may provide information to me electronically. My electronic signature on agreements and documents has the same effect as if I signed them in ink. C.APFM may send all communications to me electronically via e-mail or by access to an APFM web site. D.If I want a paper copy, I can print a copy of the Disclosures or download the Disclosures for my records. E.This E-Sign Acknowledgement and Authorization applies to these Disclosures and all future Disclosures related to APFM's services, unless I revoke my authorization. You may revoke this authorization in writing at any time (except where we have already disclosed information before receiving your revocation.) This authorization will expire after one year. F.You consent to APFM's reaching out to you using a phone system than can auto-dial numbers (we miss rotary phones, too!), but this consent is not required to use our service.
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I acknowledge and authorize
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I consent to the collection of my consumer health data.*
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I consent to the sharing of my consumer health data with qualified home care agencies.*
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Mostly Independent
Your loved one may not require home care or assisted living services at this time. However, continue to monitor their condition for changes and consider occasional in-home care services for help as needed.
Remember, this assessment is not a substitute for professional advice.
Share a few details and we will match you to trusted home care in your area:
I am assuming that the person is no longer going to manage their own things at all, because TWO people managing things is always a mess. I would NEVER agree to do it that way.
It's a hard job. I did it. You will be responsible to get a good document and it will tell what you can do. You will register your POA with every entity that your senior has any bills, banking, savings, investments, utilities, tax obligations, with including their insurance companies. You will provide each with your POA documents as they require. You may need to change mail to come to you. You check with all banks how to be added as POA and let them know you are the person to be paying bills with the account. Ask them about signing procedures. It is usually "principle's name" followed by " by your name as POA". I provided a small personal spending account to my brother. You will manage all investments and pay all bills.
AND MOST OF ALL you will keep meticulous records, a copy going to your senior monthly for their ring binder, if they have any interest (my brother did) and a copy for your files. You will keep all receipts and proof of payments in each seperate file. They will be for instance files for US Bank Spectrum Phone Company United Health Insurance Hospital Bills and you name it. GET A BIG FILE BOX. You will need it.
I also kept a daily diary. Composition binder no tear outs and only strikethroughs for errors is what a court will accept. What was paid and by what check number. What CD came due and where it was. What illness and hospitalization happened. What diagnosis, doctor, phone contact. What entity I had to deal with (Spectrum was a nightmare).
I was also Trustee of Trust which is a different procedure and different files. So you can imagine. It is a big job. If there is any real property, or your principle was not meticulous himself in tax records and DMV registration and etc. then you are in a mess up to your eyeballs. If funds are needed YOU will have to decide what CD to tap, what investment.
For me this was one solid year of phone work and other work and a whole lot of copying, faxing and etc. It was anxiety ridden in the extreme. I wished over and over that we had allowed a trusted Licensed Fiduciary to do it. But it got done and in the end I was very proud of all my work.
I became a court appointed guardian and conservator for my mom. It took a bit of time to set up accounts and provide paperwork to banks and I kept records. investors. I set up online accounts and changed mailing addresses. After a few months, it took me less than 30 minutes each week...A little longer to bring paperwork for a tax preparer.
What you are empowered to do is written in the document itself so start by reading it thoroughly.
Then read when the FPoA is activated: springing or durable? Springing usually means 1 or 2 medical diagnoses of incapacity is first required. Durable usually means it is active as soon as the document was signed and properly notarized and completed per the rules of that state.
Ask the attorney what the best way is to sign documents as PoA so you don't have any financial responsibility.
Keep very accurate records and receipts. Make notes, etc.
Educate yourself as to what it takes for your charge to qualify for Medicaid. In most states the appliicatiion "look back" period is 5 years. Nothing can look like "gifting" and it varies by state so be sure to consult with the attorney or a Medicaid Planner for your charge's state.
Finally, it is not a good idea to get legal advice from a global and anonymous forum where there is no accountability... we are not lawyers and too much can be at stake.
I was financial for my daddy. When I was put on his accounts my name was second because the account holder is responsible to the IRS for taxes. So make sure your name is second on the account. Online set up was super easy, I could pay bills, transfer money, inquire about the account in person.
By proceeding, I agree that I understand the following disclosures:
I. How We Work in Washington.
Based on your preferences, we provide you with information about one or more of our contracted senior living providers ("Participating Communities") and provide your Senior Living Care Information to Participating Communities. The Participating Communities may contact you directly regarding their services.
APFM does not endorse or recommend any provider. It is your sole responsibility to select the appropriate care for yourself or your loved one. We work with both you and the Participating Communities in your search. We do not permit our Advisors to have an ownership interest in Participating Communities.
II. How We Are Paid.
We do not charge you any fee – we are paid by the Participating Communities. Some Participating Communities pay us a percentage of the first month's standard rate for the rent and care services you select. We invoice these fees after the senior moves in.
III. When We Tour.
APFM tours certain Participating Communities in Washington (typically more in metropolitan areas than in rural areas.) During the 12 month period prior to December 31, 2017, we toured 86.2% of Participating Communities with capacity for 20 or more residents.
IV. No Obligation or Commitment.
You have no obligation to use or to continue to use our services. Because you pay no fee to us, you will never need to ask for a refund.
V. Complaints.
Please contact our Family Feedback Line at (866) 584-7340 or ConsumerFeedback@aplaceformom.com to report any complaint. Consumers have many avenues to address a dispute with any referral service company, including the right to file a complaint with the Attorney General's office at: Consumer Protection Division, 800 5th Avenue, Ste. 2000, Seattle, 98104 or 800-551-4636.
VI. No Waiver of Your Rights.
APFM does not (and may not) require or even ask consumers seeking senior housing or care services in Washington State to sign waivers of liability for losses of personal property or injury or to sign waivers of any rights established under law.
I agree that:
A.
I authorize A Place For Mom ("APFM") to collect certain personal and contact detail information, as well as relevant health care information about me or from me about the senior family member or relative I am assisting ("Senior Living Care Information").
B.
APFM may provide information to me electronically. My electronic signature on agreements and documents has the same effect as if I signed them in ink.
C.
APFM may send all communications to me electronically via e-mail or by access to an APFM web site.
D.
If I want a paper copy, I can print a copy of the Disclosures or download the Disclosures for my records.
E.
This E-Sign Acknowledgement and Authorization applies to these Disclosures and all future Disclosures related to APFM's services, unless I revoke my authorization. You may revoke this authorization in writing at any time (except where we have already disclosed information before receiving your revocation.) This authorization will expire after one year.
F.
You consent to APFM's reaching out to you using a phone system than can auto-dial numbers (we miss rotary phones, too!), but this consent is not required to use our service.
It's a hard job. I did it. You will be responsible to get a good document and it will tell what you can do. You will register your POA with every entity that your senior has any bills, banking, savings, investments, utilities, tax obligations, with including their insurance companies. You will provide each with your POA documents as they require. You may need to change mail to come to you.
You check with all banks how to be added as POA and let them know you are the person to be paying bills with the account.
Ask them about signing procedures. It is usually "principle's name" followed by " by your name as POA".
I provided a small personal spending account to my brother.
You will manage all investments and pay all bills.
AND MOST OF ALL you will keep meticulous records, a copy going to your senior monthly for their ring binder, if they have any interest (my brother did) and a copy for your files.
You will keep all receipts and proof of payments in each seperate file. They will be for instance files for
US Bank
Spectrum Phone Company
United Health Insurance
Hospital Bills
and you name it.
GET A BIG FILE BOX. You will need it.
I also kept a daily diary. Composition binder no tear outs and only strikethroughs for errors is what a court will accept. What was paid and by what check number. What CD came due and where it was. What illness and hospitalization happened. What diagnosis, doctor, phone contact. What entity I had to deal with (Spectrum was a nightmare).
I was also Trustee of Trust which is a different procedure and different files.
So you can imagine.
It is a big job. If there is any real property, or your principle was not meticulous himself in tax records and DMV registration and etc. then you are in a mess up to your eyeballs. If funds are needed YOU will have to decide what CD to tap, what investment.
For me this was one solid year of phone work and other work and a whole lot of copying, faxing and etc. It was anxiety ridden in the extreme. I wished over and over that we had allowed a trusted Licensed Fiduciary to do it. But it got done and in the end I was very proud of all my work.
I sure wish you the best.
Then read when the FPoA is activated: springing or durable? Springing usually means 1 or 2 medical diagnoses of incapacity is first required. Durable usually means it is active as soon as the document was signed and properly notarized and completed per the rules of that state.
Ask the attorney what the best way is to sign documents as PoA so you don't have any financial responsibility.
Keep very accurate records and receipts. Make notes, etc.
Educate yourself as to what it takes for your charge to qualify for Medicaid. In most states the appliicatiion "look back" period is 5 years. Nothing can look like "gifting" and it varies by state so be sure to consult with the attorney or a Medicaid Planner for your charge's state.
Finally, it is not a good idea to get legal advice from a global and anonymous forum where there is no accountability... we are not lawyers and too much can be at stake.