Are you sure you want to exit? Your progress will be lost.
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.
✔
I acknowledge and authorize
✔
I consent to the collection of my consumer health data.*
✔
I consent to the sharing of my consumer health data with qualified home care agencies.*
*If I am consenting on behalf of someone else, I have the proper authorization to do so. By clicking Get My Results, you agree to our Privacy Policy. You also consent to receive calls and texts, which may be autodialed, from us and our customer communities. Your consent is not a condition to using our service. Please visit our Terms of Use. for information about our privacy practices.
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:
Some states allow for "muniment of title" rather than full probate for small estates. Kinda like "probate lite" or "probate low-calorie".
Probating a will as a “muniment of title” is simpler way to deal with probate. Instead of applying for letters testamentary and undertaking a full probate procedure, a person with a direct interest in the estate can submit an application to probate the will as a muniment of title. This can be used when all that is needed is the transfer of real estate and/or personal property from the decedent’s estate, and there is no other real need to manage the estate. For those of us who have parents on Medicaid, this may work as their assets are @ or below 2K except for their homestead and perhaps a car.
To do it there must be a will and no unpaid debts owed. If they were on Medicaid/Medicare, all medical would be paid by Medicaid or Medicare, so no medical debt there. If they had a funeral/burial policy, then no debts there either.
To proceed with a muniment of title, a direct beneficiary of the will needs to submit a specific application to the probate court, and attach the original will. The court must be satisfied that the will is admissible, that there are no debts, and there is no other necessity for administration of the estate. A hearing may be required. In my mom's county, it is a paperwork review first and then a hearing only if needed. If they had a home and were on Medicaid,and filed for MERP exemptions & approved, then they will need a release of claim from MERP (Medicaid Estate Recovery) that is included in the paperwork.
If the court approves the application, it will issue an Order Admitting Will As A Muniment of Title.The court’s order can be presented to persons owing money to the estate or having custody of estate property, and the property must be handed over to the beneficiaries in accordance with the terms of the will. Within 180 days after the will is admitted, you file an affidavit with the probate clerk stating that the terms of the decedent’s will have been fulfilled. Runs about $ 300 in my mom's county. If you are organized and comfortable with a courthouse, it can work!
I believe many people hire an attorney upon the death of a family member.....when in fact the "estate" does not have to go into probate. The matter can be handled by family members. People get so rattled by death.....then run to a attorney for help....when in fact they can save their money and handle it themselves.
In California a person has to have a least $150,000 in the bank or there will be no probate. Which means someone can drain all the funds below this amount and hide the rest $149,000! And not have to notify anyone else named in the Will.
What is so frustrating is when you have a parent who does not want to deal with anything, but bury their head in the sand. It just adds to the stress that I feel.
BTW....do NOT assume that all "professionals" are automatically impartial and will protect the elder's assets. There are unscrupulous attorneys & accountants that set up papers so that they can siphon off the person's assets. Sometimes, a close family friend (rather than blood relative) who is known to be trustworthy is a better choice for an executor of an estate. They can be more impartial than a relative at times.
I know of somebody whose house did not close because the attorney, instead of putting the money for the closing costs into escrow, SPENT the money - so it was not there when it was time to close the house. You can't get blood from a stone.
When a parent starts to "lose it" the most sensible thing is to have everything set up in a revocable living trust. (This has nothing to do with a will.) I dragged my ailing father around all over creation and had him sign papers to set up everything in a revocable living trust to avoid probate and protect his assets.
If somebody's name is on a bank account, that person has equal access to all money in the account. It is for this reason that NOBODY should ever agree to be on an account unless all parties are responsible with that money. One person has the legal right to suck all of the money out of that account, without the consent of the other person if it is a "joint" account (JTWROS).
Consequently, once an irresponsible party to a joint account siphons all of that money out of the account, there's not much legal recourse - after all, it was THEIR money also and they had a legal right to use it with or without consent of the other joint account holder.
By the way, he has already drained her accounts before her death. She had around fifty thousand before his name was added. Now, there is only six thousand and eight hundred left, after he has been withdrawing it for the past year.
When I get my mother's will probated, does her companion, not married, receive any money from her accounts? He has no deposits to mom's accounts, but she put his name on her accounts about a year ago.
Oh I am so sorry! Yes, no one knows and once the parent is gone it just gets worse I think. I'm so glad you got my message. I hope somehow you can find some peace with the other aspects of your life. I know I try to focus on all my blessings, it doesn't ALWAYS work but it helps a little. And then sometimes I just get all wrapped up with worry about my sister. Mom's health is still doing well, and she's mostly just forgetful so it's possible I can do something about it now while she's still relatively healthy and cares about ALL of us girls. Wish me luck. May God bless you.
My heart is broke. Also sad thing is my adopted mother was trying to make amends with me over the last 10 years of her life. Long story. But she was losing her mind and brother stole everything!!. No probate. LA Court system won't help. Assets very likely transferred overseas so no way to track the thievery. If mom had had a professional put an irrevocable will, while she was still of sound mind, this could not have happened! Everyone should have it where siblings can't have issues .........as no one knows what will REALLY happen when money is involved.
So, in other words, if the elderly person has Alzheimers and files jointly with Executor, that Executor can steal all assets, which believe happened to me. My wish is that all elderly sign irrevocable Executor agreement with non-family, but a professional!!!!
(0)
Report
Success!
One of our advisors will contact you soon to connect you with trusted sources for care in your area.
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.
12 Comments
First Oldest
First
Understanding Which Assets Must Go Through Probate
Kinda like "probate lite" or "probate low-calorie".
Probating a will as a “muniment of title” is simpler way to deal with probate. Instead of applying for letters testamentary and undertaking a full probate procedure, a person with a direct interest in the estate can submit an application to probate the will as a muniment of title. This can be used when all that is needed is the transfer of real estate and/or personal property from the decedent’s estate, and there is no other real need to manage the estate. For those of us who have parents on Medicaid, this may work as their assets are @ or below 2K except for their homestead and perhaps a car.
To do it there must be a will and no unpaid debts owed. If they were on Medicaid/Medicare, all medical would be paid by Medicaid or Medicare, so no medical debt there. If they had a funeral/burial policy, then no debts there either.
To proceed with a muniment of title, a direct beneficiary of the will needs to submit a specific application to the probate court, and attach the original will. The court must be satisfied that the will is admissible, that there are no debts, and there is no other necessity for administration of the estate. A hearing may be required. In my mom's county, it is a paperwork review first and then a hearing only if needed. If they had a home and were on Medicaid,and filed for MERP exemptions & approved, then they will need a release of claim from MERP (Medicaid Estate Recovery) that is included in the paperwork.
If the court approves the application, it will issue an Order Admitting Will As A Muniment of Title.The court’s order can be presented to persons owing money to the estate or having custody of estate property, and the property must be handed over to the beneficiaries in accordance with the terms of the will. Within 180 days after the will is admitted, you file an affidavit with the probate clerk stating that the terms of the decedent’s will have been fulfilled. Runs about $ 300 in my mom's county. If you are organized and comfortable with a courthouse, it can work!
I know of somebody whose house did not close because the attorney, instead of putting the money for the closing costs into escrow, SPENT the money - so it was not there when it was time to close the house. You can't get blood from a stone.
If somebody's name is on a bank account, that person has equal access to all money in the account. It is for this reason that NOBODY should ever agree to be on an account unless all parties are responsible with that money. One person has the legal right to suck all of the money out of that account, without the consent of the other person if it is a "joint" account (JTWROS).
Consequently, once an irresponsible party to a joint account siphons all of that money out of the account, there's not much legal recourse - after all, it was THEIR money also and they had a legal right to use it with or without consent of the other joint account holder.