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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.
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If we get a Will made for my dad and I get it notarized do we still have to go thru a court probate? Or can we just notify who we need to notify and just have a family meeting
It depends on the size of the estate, how things are titled and if there are named beneficiaries on his accounts, and on trust among family members that you can fairly divide it. We did not have to go through probate for my mom because she and I were joint tenants with right of survivorship on her house and I was joint owner of all her bank accounts. One thing that we lost was her state tax refund, but I didn't think it was worth filing for the amount. I did divide the money left in her accounts with my siblings, but legally speaking, those were gifts from me to each of them. Since it was a modest amount divided eight ways, gift tax was not a concern. When my dad passed, mom did have to go through probate because they overlooked one vehicle that was titled in his name only.
According to the internet: "Not all wills require probate Not all wills require probate12. Whether or not a will has to go through probate depends on several factors, including the estate's value, whether there are debts owed, and how the assets are titled2. If the estate's value is $150,000 or less, it can be distributed according to the will without going through probate2. If there are debts owed, the estate may have to go through probate so that the debts can be paid off before the assets are distributed2."
That said, and especially if you are considering DIY on a will after the death of a loved one, I would pass this question by an attorney. It isn't something you can afford to get wrong. Also research the laws for your own state. I wish you the very best.
Hi - this is a very good question asked...I always assumed that probate was required, but it'd be interesting to hear any feedback on this regarding your question of having a family meeting.
I do know that another way to avoid probate is for your dad to assign names on any bank or financial accounts for his TOD (transfer on death) or beneficiaries. That would also bypass probate.
My dad changed his home into a life estate deed, meaning I essentially inherited the house upon his death. This one action was what enabled me not to go through the probate process when acting as executor of his will. If he had died with the house still solely in his name, probate would have been required. Grateful his lawyer helped avoid it
It depends on the size of the estate and the simplicity of any/how many named inheritors are listed -- and the (geographic) state in which the person died. When a relative of mine died, her estate was minimal, and there were only a couple named beneficiaries for a pension remnant, bonds and insurance policy, so a probate was not filed/opened. The lawyer with whom we worked deemed the executors (I was one) capable to carry out the expressed will/terms of the deceased; everything we did as far as notifications to inheritors/beneficiaries was sent via registered mail as a precaution to ensure notification and receipt of the notifications.
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.
"Not all wills require probate
Not all wills require probate12. Whether or not a will has to go through probate depends on several factors, including the estate's value, whether there are debts owed, and how the assets are titled2. If the estate's value is $150,000 or less, it can be distributed according to the will without going through probate2. If there are debts owed, the estate may have to go through probate so that the debts can be paid off before the assets are distributed2."
That said, and especially if you are considering DIY on a will after the death of a loved one, I would pass this question by an attorney. It isn't something you can afford to get wrong. Also research the laws for your own state. I wish you the very best.
I do know that another way to avoid probate is for your dad to assign names on any bank or financial accounts for his TOD (transfer on death) or beneficiaries. That would also bypass probate.