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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.
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A Power Of Attorney is useless after death. That is when the executor of the estate takes over. However, if the son's name is on the account, likely he can use the account in his own name. You may want to check with an attorney about this, as state laws vary. Carol
It is interesting to know that POA ends at death. What happens if the individual has not assigned anyone as executor? Can the POA do that if the individual is mentally incapacitated?
In general, a power of attorney gives you the authority to act in place of the person for those matters delineated in the POA. Upon the person's death, she can no longer act, so neither can the holder of the POA. If no executor is named, an administrator for the estate will be appointed by the probate court. Generally someone who has joint ownership of a bank account has certain rights of survivorship, but that is governed by the type of account and the applicable state law.
I was told that the POA is no good after death, but if your name is on the bank account then you can do anything you want with it, but if they owe people money, then those depts have to be paid out of that. That is just what I have been told.
The answer to this question depends on many factors. In general, trusts are run by trustees, who are designated at the time the trust is set up. At a minimum, you need to consult the state law governing the trust, and the trust documents themselves. Get the help of an attorney specializing in this area of the law. Perhaps you could start with the one who drafted the trust.
I am the only one on my grandparents will, but just recently their niece has been named as power of attorney over them because she will be moving them out of state to help care for them. I am also on my grandparents checking account and they want her added as well. When they are deceased I understand her power of attorney is done, but how will it work with her name being on their checking account? She is NOT in the will, but only on the checking account. Thanks!
I am the personal representative of my grandmothers account. I am in Florida and she died here a year ago. Now some money has come into her personal account which was already transfered to the Estate account I open. My question is, can I go ahead and withdrawal the money I have spent so far while opening the estate account and on the funeral? Can I do this before paying the creditors? I used my own money for all those expenses. Thanks for the help. Sophya
My dad recently past away. My middle sister was his POA. However she was not put on his checking account. Its been almost 2 months now since the funeral. We now are in the process of trying to close out dads checking account. We know there is nothing outstanding on the account, however when we went to the bank we were told that now that dads gone the POA is useless. The balance in the account is only $147.00. The bank told us we have to go to court? Why?
The POA ends at death. Whatever property was owned,including bank accounts, real estate and investments must be designated with the beneficiary's name and POD. POD means Payable on death. Or the property is designated as a trust. I just went through this with my dad's attorney. I am not a lawyer & this is for the state of Oregon.
The checking account should be part of his estate. Who is executor of his estate? Does it all go into probate? There should be a beneficary of the checking account.
my dads passed away now,in his account his poa says he only has 12,000 dollars left out of 80,000 dollars in less than two years,he started out with 249,000 dollars from his accident,and it was put into a trust fund,they said he was incapacitated thats why the attorney was court appointed,what can i do?
My parents have 2000 euro in the credit union which was over looked during probate . I'm executor of their will so can I withdraw the monies or transfer to my account ?
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.
Carol
She recently passed away. Can I withdraw money from her checking account to cove her memorial??