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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.
Share a few details and we will match you to trusted home care in your area:
MA probate form mpc834 works like a spreadsheet. It automatically does the calculations for you. You just enter expenses and it should balance with the checkbook. You can find it under ma.gov and type in the form. I cannot find the CT one
First thing he did was get a file box and set up separate files for every single investment, bill, insurance policy--everything.
Death certificates are needed in most banking situations so have plenty of those.
Any notes you make at meetings or phone conversations--take copious notes. DH thinks he can simply remember everything, but that is proving to not be working. He doesn't want my input so I can't help him with that.
Keep records even if you're not sure they're needed. There's time later to sort through and keep or toss stuff. (I emptied out FIL's financials last year after he'd been gone 20 years.)
Keep the checkbook, if you don't have carbons of the checks--be sure you hang on to the monthly statement. Write on every check what it's FOR--b/c you'll forget, trust me.
You can certainly do a spreadsheet if that makes you more comfortable. Just keep really good records!!
I didn't do computer. Many here do. I did files and I kept records in a ledger book. I had a file for every single entity whether insurance, phone, utilities, ALF, taxes, receipts, etc.
I sent my brother a monthly accounting and this was my second source of accounting. Yearly I sent him a list of all his assets and all his monthly output. He finally got so he didn't read it but he loved having it and kept in a looseleaf binder.
I also kept a daily diary written IN INK in a composition book with no tear outs and no white outs, only cross outs. This can be a great device if you are ever called into court.
Up to you if you prefer the computer and I am certain that it is easier for those more savvy than I. But do keep a hard copy. Not something you can afford to have disappeared.
You just make up your own. I never did one. Moms bank statement showed it all. Money coming in, money going out. I paid everything by check. If I had any out of pocket expenses, I wrote a check to myself once a month. Put the receipts in an envelope putting the date, ck# and amount on the front. My Mom got a $200 pension that was not deposited so I kept a small spread sheet (a table) for that and the receipts for her personal needs.
Your spreadsheet would be a row of debits and credits. One row money coming in, other rows, money going out and catagories. Always keeping receipts. You are the only one who will see these records. You are not obligated nor should you show these to anyone but the person who assigned you, a lawyer or an Executor. You represent the principle only.
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.
First thing he did was get a file box and set up separate files for every single investment, bill, insurance policy--everything.
Death certificates are needed in most banking situations so have plenty of those.
Any notes you make at meetings or phone conversations--take copious notes. DH thinks he can simply remember everything, but that is proving to not be working. He doesn't want my input so I can't help him with that.
Keep records even if you're not sure they're needed. There's time later to sort through and keep or toss stuff. (I emptied out FIL's financials last year after he'd been gone 20 years.)
Keep the checkbook, if you don't have carbons of the checks--be sure you hang on to the monthly statement. Write on every check what it's FOR--b/c you'll forget, trust me.
You can certainly do a spreadsheet if that makes you more comfortable. Just keep really good records!!
I did files and I kept records in a ledger book.
I had a file for every single entity whether insurance, phone, utilities, ALF, taxes, receipts, etc.
I sent my brother a monthly accounting and this was my second source of accounting.
Yearly I sent him a list of all his assets and all his monthly output. He finally got so he didn't read it but he loved having it and kept in a looseleaf binder.
I also kept a daily diary written IN INK in a composition book with no tear outs and no white outs, only cross outs. This can be a great device if you are ever called into court.
Up to you if you prefer the computer and I am certain that it is easier for those more savvy than I. But do keep a hard copy. Not something you can afford to have disappeared.
Your spreadsheet would be a row of debits and credits. One row money coming in, other rows, money going out and catagories. Always keeping receipts. You are the only one who will see these records. You are not obligated nor should you show these to anyone but the person who assigned you, a lawyer or an Executor. You represent the principle only.