Are you sure you want to exit? Your progress will be lost.
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.
✔
I acknowledge and authorize
✔
I consent to the collection of my consumer health data.*
✔
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:
Excellent answers above - it is state-specific, but the general format is typically the same. Over the course of the previous reporting year: Money in = received income. Money out = what did you spend it on. A minus B = C, amount carried forward to the next year, and how invested (checking acct, savings acct, MMA, etc.)
I agree that you should check with your state requirements. I had to do a report only once a year, but I kept records for all expenses during the whole year. When the guardianship ended at my father’s death, I made a thorough report of settling my father’s estate. This last report was quite a lot of work, but I had never done anything like that before and it gave me a huge sense of accomplishment that I could do something like that. Please be encouraged that you will be able to accomplish the guardianship requirements! We here on this site are with you on this! You can do it!
In my state (CO) a form was provided online, which I filled out (online) and printed off. I also created a spreadsheet in Excel that I used as my mother’s check register, using a color code for categories (housing, taxes, medical, etc.) that the report required information about. A copy of the spreadsheet, along with bank statements, were required attachments. I blacked out her account numbers on the statements. Complete copies of the report had to be sent to my four siblings.
Is your problem that you want to see an example of a completed form? I had the same problem and the court didn’t have one. What I ended up doing was sending a draft to and asking for feedback. I have no idea why they make it so hard. Good luck!
If you have a lawyer, they can help. (You probably had to engage one to get the guardianship.) When my lawyer became less helpful, I engaged a different one. If you are also conservator, the legal fees *can* be paid by the protected person.
If you are taking on the Social Security Representative Payee there may be a yearly report requirement from them as well. I am not certain what guidance may be on their site. For myself I am the Trustee of my brother's Trust and I am the POA for financial. He is quite competent, so at this point he guides and directs me in his wishes. I keep a full set of files. EVERYTHING is in it. The receipts each month from his assisted living would be one folder. His Social Security is another. His Supplemental health is another. His charge card payments is another (always a copy of the check, the bill, and what the bill is for detailed. His taxes in another folder. Then there is an account book. Each month. Amount in. Amounts out by check. I send him a monthly accounting and have a folder for that. This one sheet accounting would be quite good for anything as has who a check was paid to, number of check, what check is for. If there is activity such as a CD due, then how it was rolled over, added to, subtracted from (in the case of more needed in his own account. He has also his own account for spending money. I keep a diary of any activity, and concerns, any slight problems and how they were handled, and by whom and with phone numbers. So those who told you to gather the assets, list the assets, manage the assets the best way you are able in his interest, keep meticulous records including copies of checks, forms, releases, deeds, taxes and sales in case they are asked for so that you can put your hand right on any questions about anything. I would spend an hour of time with an elder law attorney. This may be paid out of the elder's finances as it is in their interest and in the management of their money. Be certain you have all the knowledge and information and guidance you may need. If this is done wrong it is not a good thing, and would be too late to remedy. It sounds like a lot. Really, dependent on how well the elder was organized when you took over, it may not be. After a year of dealing with things, everything from voter registration to writing to medicare to get shared information, to supplemental to get added to the contacts list, and etc. it is now easy. But it did take about a year of anxiety for someone not really familiar. Do know that there ARE fiduciaries, and you may want to hire one to manage the money and bills if you feel unable to do it. Wishing you good luck. IF you have a monthly accounting of every cent in and every cent out, of the assets when you took over and the assets every 3 months, then I would think this would be enough to start to hand over in court if asked; if they want details they will be in your folders. Point is you do not do a thing without need, without proof.
I used it to learn as well as to get the forms required in Nevada. This is not only the law but has some videos with it. I spent several hours reviewing everything.
The only real problem I had was figuring in the depreciation of the vehicle which was jointly owned and registered. The forms did not separate depreciation like it did in the other areas of expenses vs income. Consulting with an CPA or an Elder Care Lawyer may become necessary depending on the total value of the estate.
Yes please. Is there such a thing? I think my sister's guardianship decree requires an annual one, but in 8 years, I've never seen one. She is developmentally challenged and gets SSI so it would be small. There is also a chunk of money monthly from the government meant to keep ppl at home instead of institutions that requires tight expense justifications but that is omitted from her financial descriptions. I think it might belong there. Guardian spends the funds for her.
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.
I have no idea why they make it so hard. Good luck!
For myself I am the Trustee of my brother's Trust and I am the POA for financial. He is quite competent, so at this point he guides and directs me in his wishes. I keep a full set of files. EVERYTHING is in it. The receipts each month from his assisted living would be one folder. His Social Security is another. His Supplemental health is another. His charge card payments is another (always a copy of the check, the bill, and what the bill is for detailed. His taxes in another folder.
Then there is an account book. Each month. Amount in. Amounts out by check. I send him a monthly accounting and have a folder for that. This one sheet accounting would be quite good for anything as has who a check was paid to, number of check, what check is for. If there is activity such as a CD due, then how it was rolled over, added to, subtracted from (in the case of more needed in his own account. He has also his own account for spending money.
I keep a diary of any activity, and concerns, any slight problems and how they were handled, and by whom and with phone numbers.
So those who told you to gather the assets, list the assets, manage the assets the best way you are able in his interest, keep meticulous records including copies of checks, forms, releases, deeds, taxes and sales in case they are asked for so that you can put your hand right on any questions about anything.
I would spend an hour of time with an elder law attorney. This may be paid out of the elder's finances as it is in their interest and in the management of their money. Be certain you have all the knowledge and information and guidance you may need. If this is done wrong it is not a good thing, and would be too late to remedy.
It sounds like a lot. Really, dependent on how well the elder was organized when you took over, it may not be. After a year of dealing with things, everything from voter registration to writing to medicare to get shared information, to supplemental to get added to the contacts list, and etc. it is now easy. But it did take about a year of anxiety for someone not really familiar.
Do know that there ARE fiduciaries, and you may want to hire one to manage the money and bills if you feel unable to do it.
Wishing you good luck. IF you have a monthly accounting of every cent in and every cent out, of the assets when you took over and the assets every 3 months, then I would think this would be enough to start to hand over in court if asked; if they want details they will be in your folders. Point is you do not do a thing without need, without proof.
I used it to learn as well as to get the forms required in Nevada. This is not only the law but has some videos with it. I spent several hours reviewing everything.
The only real problem I had was figuring in the depreciation of the vehicle which was jointly owned and registered.
The forms did not separate depreciation like it did in the other areas of expenses vs income.
Consulting with an CPA or an Elder Care Lawyer may become necessary depending on the total value of the estate.
Good luck and study hard.
See All Answers