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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 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 DPOA but if she dies it ends. My siblings can get her money and get assets, including her trust she currently has. What is the best way to fix this?
POA ends with death. Siblings can take money out of any accounts they are POD (pay on death) on when they present a death certificate to the bank. They can take anything they are the beneficiary or co-owner on. All other accounts will be frozen until the appointed executor of the estate (by will) or adminstrator (if your Mom died intestate without a will and administrator is appointed by the court) gets a new EIN for your Mom's estate. Then last bills will be paid, the remainder of the estate will be gathered by the executor and distributed as the will reads or as the state dictates if there is no will. Good luck.
As always, if you need to rely on legal advice, consult an appropriate attorney.
Do you have access to copies of the current trust and will?
After she passes, the successor trustee of her living trust takes over managing and distributing assets titled to the trust and the executor specified in the will takes over assets not in the trust and that don't have designated beneficiaries or joint account holders. AlvaDeer has described the process.
If she is still competent now, she can work with her lawyer to amend or restate her current trust or replace her will. Beneficiaries can be updated and joint accounts replaced with new accounts titled individually or to the trust.
Read your DPOA document to see if you have any ability to update her estate planning. Moving assets so beneficiaries change from someone else to yourself looks a lot like financial elder abuse and should be avoided. These abilities are usually only included to accommodate specific situations like special needs beneficiaries who might suffer if the DPOA can't adjust to changing benefit requirements.
If you believe you should be compensated for your work as POA or caregiver going forward, work with an attorney and payroll accountant to do it correctly. Retroactive compensation is problematic.
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.
Siblings can take money out of any accounts they are POD (pay on death) on when they present a death certificate to the bank. They can take anything they are the beneficiary or co-owner on.
All other accounts will be frozen until the appointed executor of the estate (by will) or adminstrator (if your Mom died intestate without a will and administrator is appointed by the court) gets a new EIN for your Mom's estate. Then last bills will be paid, the remainder of the estate will be gathered by the executor and distributed as the will reads or as the state dictates if there is no will.
Good luck.
Do you have access to copies of the current trust and will?
After she passes, the successor trustee of her living trust takes over managing and distributing assets titled to the trust and the executor specified in the will takes over assets not in the trust and that don't have designated beneficiaries or joint account holders. AlvaDeer has described the process.
If she is still competent now, she can work with her lawyer to amend or restate her current trust or replace her will. Beneficiaries can be updated and joint accounts replaced with new accounts titled individually or to the trust.
Read your DPOA document to see if you have any ability to update her estate planning. Moving assets so beneficiaries change from someone else to yourself looks a lot like financial elder abuse and should be avoided. These abilities are usually only included to accommodate specific situations like special needs beneficiaries who might suffer if the DPOA can't adjust to changing benefit requirements.
If you believe you should be compensated for your work as POA or caregiver going forward, work with an attorney and payroll accountant to do it correctly. Retroactive compensation is problematic.