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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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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.
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If the POA is handling finances then they need solid records, yes. They are accountable for every penny into and out of the accounts that they are POA on. This is done with files and records and receipts. HOWEVER this isn't your business and you have no right EVER to ask to see any of these records or receipts. The POA is accountable only to a mentally able Principal (who appointed him or her) and to the COURTS if the Principal has dementia.
If you are writing us about this it would seem you have some reason to question things and suspect fraud? If this is the case you have a right to see an attorney who may take your plea for examination of records to a Judge of the court. The judge has a right to examine the records of the POA.
If you have proof of fraud you can also call APS and ask that they examine the elder, the living situation, the records.
It depends on which state’s laws apply to the Power of Attorney (POA), so the best thing to do is talk to an elder law/estate attorney in that state. If you share which state applies, other posters may have more information—but I’ll try to give a general overview here.
State laws vary in how they protect the principal (the person signing the POA) and regulate the agent (the person given authority). Some states have stricter requirements. But regardless of state law, an agent should always document everything and keep good records. This isn’t just about legal rules—it’s about ethics and best practice.
For a good start, an agent under a financial POA should: 1) regularly review and reconcile financial accounts; 2) keep a list of all assets, debts, and monthly expenses; 3) have a basic care plan for current/future needs; and 4) document major decisions (keep receipts and notes). Basically, if they’re wondering whether to document something, they probably should!
It’s also important to use qualified/licensed professionals (accountants, attorneys, etc.). This provides oversight and creates a third-party paper trail. One legal question to ask an attorney is: “Can an agent use a financial planner to manage investments?” This is important because of a law called the Uniform Prudent Investor Act (UPIA)—it’s worth researching and asking a lawyer.
If you worried about knowing what's going on, a lawyer can say what information you could request. Ideally, the person signing the POA should talk with everyone about whether they want to keep family in the loop or keep it private. Hope that helps get you started! Others here will hopefully have more to add.
They will need to keep receipts of all expenditures as POA. Every check will need to be accounted for especially those over $1,999.00 if Mediciad LTC will be needed in the near future. Any pattern of withdrawls or checks will need receipts or accountability through Credit Card statements. If they take vacations keep all records with their name that ties back to bank withdrawls, checks and credit card statements. Any large purchases should only be for the care or use of the person they are POA.
Your Sibling should also gather all bank statements and keep on file for 5 years (or more if they want to be very conservative) incase they need to apply for Mediciad LTC. It is easier to gather now than in a rushed timeframe.
POA is very much a job that should be treated like you will be audited at any moment.
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.
HOWEVER this isn't your business and you have no right EVER to ask to see any of these records or receipts. The POA is accountable only to a mentally able Principal (who appointed him or her) and to the COURTS if the Principal has dementia.
If you are writing us about this it would seem you have some reason to question things and suspect fraud? If this is the case you have a right to see an attorney who may take your plea for examination of records to a Judge of the court. The judge has a right to examine the records of the POA.
If you have proof of fraud you can also call APS and ask that they examine the elder, the living situation, the records.
State laws vary in how they protect the principal (the person signing the POA) and regulate the agent (the person given authority). Some states have stricter requirements. But regardless of state law, an agent should always document everything and keep good records. This isn’t just about legal rules—it’s about ethics and best practice.
For a good start, an agent under a financial POA should: 1) regularly review and reconcile financial accounts; 2) keep a list of all assets, debts, and monthly expenses; 3) have a basic care plan for current/future needs; and 4) document major decisions (keep receipts and notes). Basically, if they’re wondering whether to document something, they probably should!
It’s also important to use qualified/licensed professionals (accountants, attorneys, etc.). This provides oversight and creates a third-party paper trail. One legal question to ask an attorney is: “Can an agent use a financial planner to manage investments?” This is important because of a law called the Uniform Prudent Investor Act (UPIA)—it’s worth researching and asking a lawyer.
If you worried about knowing what's going on, a lawyer can say what information you could request. Ideally, the person signing the POA should talk with everyone about whether they want to keep family in the loop or keep it private. Hope that helps get you started! Others here will hopefully have more to add.
Your Sibling should also gather all bank statements and keep on file for 5 years (or more if they want to be very conservative) incase they need to apply for Mediciad LTC. It is easier to gather now than in a rushed timeframe.
POA is very much a job that should be treated like you will be audited at any moment.