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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.
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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.
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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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My Mom recently died and had a small savings and checking account. I am POA on checking, but not sure about savings account. How can I find an attorney to handle the details for me?
If it is a small amount but you determine that you need probate, you call the probate clerk to file paperwork. I had to file for my dad in 2010 for a $2000 stock. Since it was so low, I was only charged a low amount of $65. Sometimes it is simple rather than hiring a probate lawyer to ask. The court gave me the proper document as a spokesperson to unlock the account.
Probate attorney a great idea! Yes. I think the bank won't let go of those accounts, tho. They are notorious for their uncooperativeness or their protectiveness, whichever way you look at it. Certain is worth a try tho.
The POA, now that your Mom is gone, is worthless. It died with her. If there is a POD on any account, then that account belongs now to that person. They will need a death certificate to claim said account. If there is none POD on accounts then probate will likely need to be filed. Is there a will? If not you can still probate her estate with an attorney. Get any Trust and Estate attorney in your area off google. As this is a simple probate any can do it. If you are next of kin, having been already the POA, it will be easy to get yourself appointed as administrator of your mom's estate. That is the same as an executor in the case of there being a will.
Once you are administrator the attorney will get you an EIN number for the estate and you will draw all accounts into one account in the name of the estate with yourself listed as administrator. You will deal then with any medicaid clawback, and last bills of your Moms. When that is done you will distribute the money that is left according to the laws of your state. If you have no siblings it will likely all go to you. Last taxes will need to be filed. And you are done. An attorney will help walk you through the tough parts; get one paid by the hour to assist you.
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.
The court gave me the proper document as a spokesperson to unlock the account.
Did she have a will?
Look up your state's bar association for probate attorneys in your area, or just check Yelp.com for probate attorneys for reviews.
I think the bank won't let go of those accounts, tho. They are notorious for their uncooperativeness or their protectiveness, whichever way you look at it. Certain is worth a try tho.
If there is a POD on any account, then that account belongs now to that person. They will need a death certificate to claim said account.
If there is none POD on accounts then probate will likely need to be filed.
Is there a will?
If not you can still probate her estate with an attorney. Get any Trust and Estate attorney in your area off google. As this is a simple probate any can do it. If you are next of kin, having been already the POA, it will be easy to get yourself appointed as administrator of your mom's estate. That is the same as an executor in the case of there being a will.
Once you are administrator the attorney will get you an EIN number for the estate and you will draw all accounts into one account in the name of the estate with yourself listed as administrator. You will deal then with any medicaid clawback, and last bills of your Moms. When that is done you will distribute the money that is left according to the laws of your state. If you have no siblings it will likely all go to you. Last taxes will need to be filed. And you are done. An attorney will help walk you through the tough parts; get one paid by the hour to assist you.
Good luck!