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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.
Remember, this assessment is not a substitute for professional advice.
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You will need to see an attorney. Let him know this is a simple will, and that you cannot afford to discuss Trusts and other instruments that are not needed.
As your father is a vet I would contact the Vet administration and ask for a counselor on the phone, ask about low cost wills and where you can get them done.
Also look up wills for your state. If you are speaking of passing on a home, this is a lot of money. You need to spend what it takes to make a will. A simple will should not cost you more than 1,000.00. If you don't have 1,000.00 then you really don't have enough in assets to be all that concerned about wills to be honest; you likely would have only a home. Were you to die "intestate" (with a will) that home would pass to your family according to the laws of your state (usually either the surviving spouse or the surviving spouse and children in shares).
Do know also that a hand written "holographic" will is often legal and is so in many states (check online). This should be handwritten copying a will form you get from online, and it should be witnessed and notarized. These almost always stand up in court if there are no family squabbles.
I, too, agree that he should consult with acertified elder law attorney regarding a Will, especially if he has more than 1 adult child.
Also, an attorney may suggest other legal protections for him, especially if he doesn't have a PoA assigned yet, or an Advance Healthcare DIrective, Pre-Need Guardian designation, remains/funeral/Burial instructions, etc. A lawyer will also be the one to make sure your Father meets the criteria for legal capacity to even create those documents at this point so that none of it is contestable, and ensure he isn't being coerced. Maybe a Trust is something for him to consider for various reasons.
My Mom did an online form for her Will because she's single and I'm an only child. Right now she doesn't have any other assets besides what's in her checking and money market accounts, so there's no risk of anything going awry. Even with a downloaded Will he will still need to follow what his home state requires for the Will to be legitimate (usually needs to be notarized and signed in the presence of 2 non-family witnesses).
My Aunt just passed and she has a Will created by an attorney, who I am currently working with as the Executor, and am thankful because there's some trickier issues with her estate and I'm glad for the guidance.
Mwykes, welcome to the forum. Creating a Will depends on how many assets your parents own. Example, home ownership and/or stock ownership, it would be best to hire an Elder Law Attorney to set up either a Will or a Trust.
If your parents have limited assets, then a basic Will would be ok. I don't recommend a do-it-yourself Will off of the internet, as one wrong word or one misplaced word would damage the intent of the Will. Plus each State has their own laws regarding Wills. Have your Dad check with the Vet Administration to see if they offer a free service doing Wills.
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.
As your father is a vet I would contact the Vet administration and ask for a counselor on the phone, ask about low cost wills and where you can get them done.
Also look up wills for your state.
If you are speaking of passing on a home, this is a lot of money. You need to spend what it takes to make a will. A simple will should not cost you more than 1,000.00. If you don't have 1,000.00 then you really don't have enough in assets to be all that concerned about wills to be honest; you likely would have only a home. Were you to die "intestate" (with a will) that home would pass to your family according to the laws of your state (usually either the surviving spouse or the surviving spouse and children in shares).
Do know also that a hand written "holographic" will is often legal and is so in many states (check online). This should be handwritten copying a will form you get from online, and it should be witnessed and notarized. These almost always stand up in court if there are no family squabbles.
Also, an attorney may suggest other legal protections for him, especially if he doesn't have a PoA assigned yet, or an Advance Healthcare DIrective, Pre-Need Guardian designation, remains/funeral/Burial instructions, etc. A lawyer will also be the one to make sure your Father meets the criteria for legal capacity to even create those documents at this point so that none of it is contestable, and ensure he isn't being coerced. Maybe a Trust is something for him to consider for various reasons.
My Mom did an online form for her Will because she's single and I'm an only child. Right now she doesn't have any other assets besides what's in her checking and money market accounts, so there's no risk of anything going awry. Even with a downloaded Will he will still need to follow what his home state requires for the Will to be legitimate (usually needs to be notarized and signed in the presence of 2 non-family witnesses).
My Aunt just passed and she has a Will created by an attorney, who I am currently working with as the Executor, and am thankful because there's some trickier issues with her estate and I'm glad for the guidance.
If your parents have limited assets, then a basic Will would be ok. I don't recommend a do-it-yourself Will off of the internet, as one wrong word or one misplaced word would damage the intent of the Will. Plus each State has their own laws regarding Wills. Have your Dad check with the Vet Administration to see if they offer a free service doing Wills.