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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?
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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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I'm named as the person to make decisions (and use the Trust's funds to pay for care) but I don't know what to do once we've visited the doctor. I'm also out of state and my aunt is completely alone.
I contacted the law firm that created my mother's trust and provided them with the medical paperwork indicating that she was diagnosed with dementia and unable to handle her affairs.
They issued me a Certification of Trust naming me as the new trustee while my mother was still named as the trustor.
That was sufficient for me to legally take over as successor trustee.
The Trust will be written to explain exactly how the "successor trustee" takes over, when, under what circumstances, and how. This is complicated, legally. It is crucial that you have a Trust and Estate attorney to guide you through getting your Trust organized, understanding your duties as Trustee and understanding how crucial it is to keep meticulous records as you go along. You will need letters testamentary to give to all entities involved in the Trust.
So off to a real expert. Remember, no matter we may have served as Trustee of Trust for someone (and I did) you cannot take the word of strangers on how to manage this. Wishing you the best.
A Trust should already exist to be its own entity. By its very nature, it exists.
I’m guessing that Aunt did some type of Trust (Revocable, Irrevocable, or possibly another type) with her as the grantor and with naming you as its Trustee??? You have to speak to the law firm who drew this up for her and clearly go over what type of Trust it is and how you as its Trustee can manage the assets in the Trust to be used / drawn from on her behalf.
If this is something you can’t do on your own, that law firm should have attorneys that will act as a fiduciary for the Trust. Or it could be that Auntie has a fiduciary - maybe a long time financial advisor of hers - that is to become this for her once she’s unable. Neither should be a beneficiary of the Trust or a Trustee; their role is only as fiduciary.
the answer to this really truly is attorney work. Go thru the paperwork and contact the law firm.
I would consult with the elder law attorney who drafted the trust and ask for guidance. You will now need to make a decision about her care: either you transition her to a facility where she currently lives (and manage her care long-distance) or move her local to you where you can oversee her care more easily.
I do not recommend trying to keep her in her home with caregivers as this will require a lot of management by you, and will exceed the cost of a good facility.
The trust probably has a provision to pay for any legal consultation in administering it.
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.
They issued me a Certification of Trust naming me as the new trustee while my mother was still named as the trustor.
That was sufficient for me to legally take over as successor trustee.
This is complicated, legally. It is crucial that you have a Trust and Estate attorney to guide you through getting your Trust organized, understanding your duties as Trustee and understanding how crucial it is to keep meticulous records as you go along. You will need letters testamentary to give to all entities involved in the Trust.
So off to a real expert. Remember, no matter we may have served as Trustee of Trust for someone (and I did) you cannot take the word of strangers on how to manage this. Wishing you the best.
I’m guessing that Aunt did some type of Trust (Revocable, Irrevocable, or possibly another type) with her as the grantor and with naming you as its Trustee???
You have to speak to the law firm who drew this up for her and clearly go over what type of Trust it is and how you as its Trustee can manage the assets in the Trust to be used / drawn from on her behalf.
If this is something you can’t do on your own, that law firm should have attorneys that will act as a fiduciary for the Trust. Or it could be that Auntie has a fiduciary - maybe a long time financial advisor of hers - that is to become this for her once she’s unable. Neither should be a beneficiary of the Trust or a Trustee; their role is only as fiduciary.
the answer to this really truly is attorney work. Go thru the paperwork and contact the law firm.
I do not recommend trying to keep her in her home with caregivers as this will require a lot of management by you, and will exceed the cost of a good facility.
The trust probably has a provision to pay for any legal consultation in administering it.