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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?
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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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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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If you and your sister don't agree with Mom's decision, split your inheritances with the excluded sister after Mom's gone. The attorney works for Mom, not you and your sisters.
If you believe Mom is not competent, you need a letter from two doctors stating that, or the lawyer is using his best judgment (which, granted, is not that of a doctor and may not be the greatest).
My experience with my parents' attorney is that he was extremely diligent about my parents' trust and their decisions about it. My mom was in the early stages of dementia when they set it up, but he did feel that my father was completely fine (he was) and had my mother best interests at heart, plus Dad fully trusted me to be the Successor Trustee and hold POA for them. In fact, three years later when Dad was the one to become terminally ill before Mom, it was the attorney who suggested that they both resign from the trust and allow me to take over the finances before either of them died. Mom was deeper into dementia but not totally out of it, but he had no qualms about letting her sign because Dad was still completely competent. The important thing was that I, as the POA and Successor Trustee, had absolutely nothing to do with those decisions and the attorney didn't feel there was any coercion.
I would think the important piece would be if your mom understands the implications of making such a change and why she wishes to do it. The lawyer should be interviewing her privately so there is no undue pressure during the process. That's what my aunt's elder law attorney did when she made a change.
First, since it's apparently not your sister's trust, she has no right or standing to opine on what or who can or can't be included or excluded.
Second, I'm not sure an attorney would rely on a standardized test to determine capacity. He/she's the one making the determination on changing a trust, not a doctor. And the issues and questions are vastly different.
Are you opposed to this change, and why? It really is your mother's choice, isn't 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.
If you believe Mom is not competent, you need a letter from two doctors stating that, or the lawyer is using his best judgment (which, granted, is not that of a doctor and may not be the greatest).
My experience with my parents' attorney is that he was extremely diligent about my parents' trust and their decisions about it. My mom was in the early stages of dementia when they set it up, but he did feel that my father was completely fine (he was) and had my mother best interests at heart, plus Dad fully trusted me to be the Successor Trustee and hold POA for them. In fact, three years later when Dad was the one to become terminally ill before Mom, it was the attorney who suggested that they both resign from the trust and allow me to take over the finances before either of them died. Mom was deeper into dementia but not totally out of it, but he had no qualms about letting her sign because Dad was still completely competent. The important thing was that I, as the POA and Successor Trustee, had absolutely nothing to do with those decisions and the attorney didn't feel there was any coercion.
Second, I'm not sure an attorney would rely on a standardized test to determine capacity. He/she's the one making the determination on changing a trust, not a doctor. And the issues and questions are vastly different.
Are you opposed to this change, and why? It really is your mother's choice, isn't it?