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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 acknowledge and authorize
✔
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.*
*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:
Sometimes an individual will be named as ‘Executor and Trustee’ in a will, usually where assets will not be handed over immediately to a beneficiary (eg a bequest to a child on reaching a certain age).
In otherwords, there is an Executor of a Will who handles only the Will. Then a Trustee of the Trust. Neither have anything to do with the other. Separate responsibilities. If the Executor and the Trustee are the same person, its still 2 different responsibilities.
Trustees are not in wills. Trustees are in Trusts. The Trustee is the manager of the Trust. When a Trust is created by the Trustor (the creator of the Trust) he then moves what property he wishes to move into the Trust. Say his home. That means going to pulblic records and recording that his home is owned not by HIM, but by the TRUST. Often, when the Trustor creates his Trust he also the manager of his trust, or the TRUSTEE. So he is both TrustOR and TrustEE. But he will then assign "successor trustee" who will manage and/or distribute the Trust upon his incapacity or upon his death. That may be a child, another trusted person, a spouse. Anyone he chooses. Upon Death the Trustee of the Trust will file the EIN number, gather all accounts of the Trust and properties, and begin to do his duty to manage or distribute the Trust. There may be things NOT in the trust. Those would be distributed as listed. Say a CD the person had in his name with his wife the POD (pay on death). The wife would take in death certificate and the account is then hers. If there is no one listed on some piece of property or asset, and it is not in the trust, then the trustee may have a spillover will in the trust that will say it was the "intention of the trustor to put this in the trust, and it should not be put into the trust".
As you can see as I go on, this is complicated stuff. You don't tell you what you are doing so we can't advise, but if you are involved in any way in creating a trust or if you are trustee of a trust then you need the ADVISE of a good Trust and Estate Attorney. Unless you are quite smart, none of this is DIY. Good luck.
A will is a statement by a person (the testator) about what happens to the testator’s assets after death. It can be changed at any time while the testator is still legally competent. It does not come into effect until the testator dies. Anyone named as a trustee or beneficiary has no rights at all while the testator is still alive.
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.
Trustees are in Trusts.
The Trustee is the manager of the Trust.
When a Trust is created by the Trustor (the creator of the Trust) he then moves what property he wishes to move into the Trust. Say his home. That means going to pulblic records and recording that his home is owned not by HIM, but by the TRUST.
Often, when the Trustor creates his Trust he also the manager of his trust, or the TRUSTEE. So he is both TrustOR and TrustEE. But he will then assign "successor trustee" who will manage and/or distribute the Trust upon his incapacity or upon his death. That may be a child, another trusted person, a spouse. Anyone he chooses.
Upon Death the Trustee of the Trust will file the EIN number, gather all accounts of the Trust and properties, and begin to do his duty to manage or distribute the Trust.
There may be things NOT in the trust. Those would be distributed as listed. Say a CD the person had in his name with his wife the POD (pay on death). The wife would take in death certificate and the account is then hers.
If there is no one listed on some piece of property or asset, and it is not in the trust, then the trustee may have a spillover will in the trust that will say it was the "intention of the trustor to put this in the trust, and it should not be put into the trust".
As you can see as I go on, this is complicated stuff.
You don't tell you what you are doing so we can't advise, but if you are involved in any way in creating a trust or if you are trustee of a trust then you need the ADVISE of a good Trust and Estate Attorney. Unless you are quite smart, none of this is DIY.
Good luck.