Am I obligated to disclose my mother’s financial records when I present a Personal Care Plan to my siblings?

Thank you for all of your suggestions and comments. After consulting our attorney the answer would be no and to protect my mother’s financial dignity the answer was no, I do not have to disclose the financial information to any of my siblings. I was advised by the same attorney to have a Personal Care Contract drawn up to keep myself out of bankruptcy and to have legal proof that I was within the law of not using money unlawfully and to remain transparent.

If you want any kind of assistance from them I would share it. I was caring for my mom by myself with no help from sibling & when it came time when she could no longer make any decisions my POA brother stepped in & started to tell me how he wanted things done & wouldn’t share any medical or financial info with me.

I stepped out & let him take care of everything from then on. He then proceeded to change her DPOA & trust to benefit only himself.

So if you have nothing to hide include them if they’re helping.

If you have the DPOA, or Guardianship then no. Also you are not obligated to advise others of the Personal Care Program.

Who has POA?

Are you the proposed fulltime caregiver?

Has there been a professional "needs assessment" done?

You have been caregiving for 4 years and are now proposing a plan by which you get paid using mom's assets?

Please explain why you are presenting a Personal Care Plan...are you seeking financial participation from family?

YOU ARE NOT OBLIGATED unless they are shaming you into feeling guilty about it, then the answer is ABSOLUTELY NOT!!!

ARE THEY HELPING OUT???? IF THEY ARE NOT CONTRIBUTING TO THE WELL BEING OF MOM, .... MY answer would be no....

If they want to step in and physically,literally help out, which is awesome, but doubt they will, the answer is, yes, let us see you physically help out on a daily basis.. whatever their schedule would be, on a regular basis... then, yes, they can see her financials,,, if you feel obligated...

My answer is still no..

So why are you presenting a care plan? Are you hoping for assistance from these siblings?
If you are the DPOA ( which only your mother can assign) then you do not need approval from your siblings for anything. Nada. Nothing.
If you are trying to appease them in some manner, you don’t have to.
Having said that, it’s always best not to make enemies and to keep your skirts clean.

Are you her DPOA? I ask because you have a responsibility to protect her and represent her in a fashion that she would have done if she was of sound mind.

I would determine if it will create contention or relieve it and make my decision from that. No sense to be secretive if it will help, if mom would have shared her information to get the help.

I hope that makes sense, but you are not obligated to share.