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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:
For example, someone to come in to pay the bills, reconcile a checkbook, etc. What are they called? How much do they charge? Where do you find them? Are they licensed or something to ensure they are trustworthy?
I would check with the bank where your elder's account is located. They may provide that service or else they could recommend someone licensed to do so. You are right to be cautious. There are too many ways someone could be taken advantage of without going through the right channels. I'm sure many financial planners offer this service, and some CPAs may. But checking with the bank seems like a good idea to me. Carol
Dear Makes5: I actually do this type of service for elder family members and close elder friends. If you are the POA, and your relative is not able to sign checks, you can set up direct deposit for SS and retirement benefit checks, and an online bill-paying system for them. That way, you maintain control. There are volunteer organizations that provide these services as well. I would suggest you start by checking the senior service resources right in your elder relative's housing facility (if living in a senior facility), home town or county. I agree trustworthiness is critical. So far no one inquired has insurance of me because they know my character and my family well. However, I would inquire of the facility or volunteer organization if they carry any professional liability insurance for their people - you can't be too careful. Another thing is that if you are the elder's legal guardian or POA, the person you hire should be in direct contact with you via phone or email and should provide a detailed report to you on everything they do for your relative. There will always be questions or issues to resolve and they should be accountable to whichever family member is in charge. If you have pay a 'non-professional' for the service, it would probably be in the range of $15 to $25 per hour, but should not take more than 1 or 2 hours per month once a proper system is set up. CPA's or elder service/estate administration attorneys will charge much higher fees, but is worth looking into if only for advice, at least in the beginning. I hope this is helpful to you.
HiMakes5, There are people that do exactly what you need. They are called Professional or Public Guardians. You can go to your county office or websit to find a qualified licensed Guardian. Good luck, Advocate Home Care Team
You don't need a Guardian, Public or Private, to review your bills, sign checks or pay online bills, or verify deposits. An accounting service will do this. Ask for Bookkeeping when you call. They are all over the Yellow Pages. They have the personnel and the software to do this.....very trustworthy.
In California I have designated a member of the Professional Fiduciaries Association of California (licensed and bonded) as my sucessor trustee for my trust as there are no family members nearby or any that I would trust handling my affairs if I were not able to do it myself or to handle matters if I were deceased. Check with your state to see if they have professional fiduciaries association. They handle financial matters for anyone not able to do it - from simple banking to special needs trusts to living trusts. If one member is not able to handle your case at any time , another could be hired to take over. That way you are less reliant on just one person. At least they are licensed and bonded by state. If bills are not complicated, all could be handled on-line by you from where ever you are. Just a litle time to set up. Be sure all legals - POA, Health care POA, trust, wills, etc. are in order, too.
In my trust I have my bank as the beneficiary to handle my affairs when I am gone as I do not have family or anyone I would want to handle this. Now, for the bill paying etc. I am doing this right now, on my own, of course, and you could probably do the same thing. It doesn't take long and I can take care of everything from wherever I am.
I have all deposits sent to my checking account. SS, etc. All my bills are paperless (online). Just so I can check I write the due dates in my planner just in case. Then I either buy or send all my purchases and bills to my credit card. Since I always pay the full amount there is never a service charge. Some of the bills I have automatically deducted from the checking account. That is the purpose of using my planner. I usually only have to pay online one or maybe two at at the most myself from the checking. I can always get all the information from whomever I am dealing with online and print the bills myself. Less clutter in the mailbox and nothing is ever lost. At one time I hated this online stuff and now I don't know what I would do without it. I don't spend at most a half-hour a month doing financials. And, my checkbook balances to the penny everyday and I don't go to the post office anymore or spend postage. Good Luck!
Just wanted to add that all this is encrypted and it is safe to do. I have never had a problem. Might want to give a couple of bills a try and see how it works and if it works set up everything this way. You are also notified when the bills are due.
In California the Professional Fiduciaries Assoc of Calironia can be found on the State of Calironia web site as not only do they have to be licensed and bonded they must complete at least 40 college units (these are very specific classes) before appling for a license and then they must complete continuing education classes to keep their license. My husband is the public guardian in our county and he must do this on a regular basis. Good Luck in your search.
And yes, May I add what happens if and when the recipient's assets are used up? This is very frustrating when dealing in my case, I live with my Mom and must find a new job!!! I can pay some of the bills; she can sign a check and I fill out the rest, but how will I manage time with that and coordinating doctors' appts., her back brace therapy appts., etc.?? She does not even like the caregivers' help and wants me to do it all!! OUR assets are also limited. I am really scared and am not sure how to deal with problems without family support who live so far away!! We pray often, but God helps those who help themselves.
The American Association of Daily Money Managers are a group of Daily Money Managers who provide personal assistance to clients who have difficulty in managing their personal monetary affairs. The services meet a continuum of needs, from organizing and keeping track of financial and medical insurance papers, to assisting with check writing and maintaining bank accounts.
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.
Carol
There are people that do exactly what you need. They are called Professional or Public Guardians. You can go to your county office or websit to find a qualified licensed Guardian.
Good luck,
Advocate Home Care Team
They have the personnel and the software to do this.....very trustworthy.
Check with your state to see if they have professional fiduciaries association.
They handle financial matters for anyone not able to do it - from simple banking to special needs trusts to living trusts.
If one member is not able to handle your case at any time , another could be hired to take over. That way you are less reliant on just one person. At least they are licensed and bonded by state.
If bills are not complicated, all could be handled on-line by you from where ever you are. Just a litle time to set up. Be sure all legals - POA, Health care POA, trust, wills, etc. are in order, too.
I have all deposits sent to my checking account. SS, etc. All my bills are paperless (online). Just so I can check I write the due dates in my planner just in case. Then I either buy or send all my purchases and bills to my credit card. Since I always pay the full amount there is never a service charge. Some of the bills I have automatically deducted from the checking account. That is the purpose of using my planner. I usually only have to pay online one or maybe two at at the most myself from the checking. I can always get all the information from whomever I am dealing with online and print the bills myself. Less clutter in the mailbox and nothing is ever lost. At one time I hated this online stuff and now I don't know what I would do without it. I don't spend at most a half-hour a month doing financials. And, my checkbook balances to the penny everyday and I don't go to the post office anymore or spend postage. Good Luck!
State of Calironia web site as not only do they have to be licensed and bonded they must complete at least 40 college units (these are very specific classes)
before appling for a license and then they must complete continuing education
classes to keep their license. My husband is the public guardian in our county
and he must do this on a regular basis. Good Luck in your search.
PatatHome01