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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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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.
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No, but I would advise you to have the power of attorney drawn up by a lawyer and to have the person who signs it present in attorney office, and questioned by the attorney. There are some who suggest that such forms are available online. However, some banks and other entities are very very scrupulous in managing accounts. Power of Attorney is as strong as it is well written. Or NOT as strong. Take the elder who wishes to make YOU his or her POA to an attorney to draw up relevant papers, and make certain that both the elder and you understand exactly what you are undertaking, and exactly your fiduciary responsibilities are under the law. California doesn't require a POA to be filed in public records. However, some entities and stockbrokers do require a filed POA. Find out the facts for your own state, as states vary.
Alva, my aunties in FL had their PoAs drawn up by an elder law attorney and their banks didn't give hoot about that. Banks just have their own protocol no matter what. I've been to Wells Fargo, B of A and PNC and not one of them accepted the paperwork. And all their protocols differed.
I had a notary public in Colorado drive over to the ALF where my elderly folks were living, bring over the POA documents, we signed them, someone at the ALF witnessed them, she notarized them, and that was the end of that. This was in 2014 and the POAs are still in use today, with no issues whatsoever. If I remember correctly, she charged us $25.
Some states - Mississippi- require that a signed & notarized POA be filed in county courthouse in order to be valid. So if your state does this, IMO you need to file it at the courthouse. Probably in Chancery Court or whichever court does “equity” filings.
Even if you live in another adjacent state (Louisiana, Tennessee) but own property in Mississippi, if that POA is not filed, a bank, Realtor, title company, insurance adjuster, etc. doesn’t have to recognize the POA as valid.
I agree with lealonnie1 and my mom did hers through Legalzoom.com but only because she's single and I'm an only child and there's very little risk of anyone contesting her PoA. To Alva's point about using an attorney: if you have siblings or step-family or a second wife who don't all see eye to eye with the LO's elder care or related issues, in my opinion an attorney can create a much more robust document that will stand up in court more solidly.
I am a fiduciary in Canada. All POAs brought into the investment firm I work at, have to go through a thorough compliance screening. If they were not prepared by a lawyer it is likely they will be return NiGO (Not in Good Order) and not accepted.
We advise clients to provide their POA documents when they open their account, not when the document is activated. This gives us time to review the document and point out any issues with it, while the client is still mentally capable of updating or redoing it as needed.
As mentioned above, banks don't give a hoot what your POA says or who prepared it -- they want their POA paperwork filled out.
Go to the person's financial institutions (bank, credit union, broker) WITH the person granting POA, if possible, and fill out their specific paperwork, out of course, get a POA done by an attorney or by Legal Zoom as well.
Wells Fargo required that I physically bring in my 99-yr old aunt with mod/adv dementia who is not mobile without strenuous help and her 102-yr old sister who is barely mobile. The banker told me I could leave them in the car & they'd bring out the paperwork. Great, except just getting them into the car by myself was its own ordeal.
B of A didn't require their physical presence but I had to bring in 2 current and valid forms of ID for each of them. They still read my original copy DFPoA yet went on to create their own documents for each of them anyway.
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.
Take the elder who wishes to make YOU his or her POA to an attorney to draw up relevant papers, and make certain that both the elder and you understand exactly what you are undertaking, and exactly your fiduciary responsibilities are under the law.
California doesn't require a POA to be filed in public records. However, some entities and stockbrokers do require a filed POA. Find out the facts for your own state, as states vary.
Even if you live in another adjacent state (Louisiana, Tennessee) but own property in Mississippi, if that POA is not filed, a bank, Realtor, title company, insurance adjuster, etc. doesn’t have to recognize the POA as valid.
We advise clients to provide their POA documents when they open their account, not when the document is activated. This gives us time to review the document and point out any issues with it, while the client is still mentally capable of updating or redoing it as needed.
Go to the person's financial institutions (bank, credit union, broker) WITH the person granting POA, if possible, and fill out their specific paperwork, out of course, get a POA done by an attorney or by Legal Zoom as well.
B of A didn't require their physical presence but I had to bring in 2 current and valid forms of ID for each of them. They still read my original copy DFPoA yet went on to create their own documents for each of them anyway.