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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.
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of her ongoing financial status. Should I expect a problem from the conservertor in providng me this request for a copy of her monthly bank account statement ? Thanks, Bougie
My guess is you likely will experience a problem having the conservator allow you to have access to that information. The Conservator has complete authority and control, and is under duty to protect mom's privacy.
If it's anything like the county guardianship (in MN) my step-FIL was under, you will not be allowed insight into any of your Mom's information going forward. No financial, no medical info will be shared with you for any reason.
The conservator is now legally responsible for her "financial status", not you.
You are not the conservator. That person is responsible for the accounts and pretty much anything else. If you suspect fraud you can see an elder law attorney who will arrange court examination of the accounts of your loved one. It is actually not a good thing for POAs , Conservators, Guardians to share account informtation with ANYONE. It is a violation of the rights of the person they are serving.
Not likely. The court made a decision as to who was to be in charge of your mothers affairs. For whatever reasons, it was NOT you.
The only way you are going to be back into the loop would be for you to hire from your own $ an attorney that does guardianship/ conservatorship to represent you at whenever the next before the court review is done and for them to file for you to be the new guardian or Co-guardian.And the judge makes a new decision to allow for this. Could be an annual review, could be every six months, it’s on you to to do the work to find out. All this will be in the documents filed in probate court docket. It will be public record with redaction of health care and some other privacy details.
Normally the court looks to immediate family to be named. If that did not happen, it tends to have a reason that is a bad reflection on the family member or that family member’s spouse or household (like their spouse has a felony record), so they will be toast on ever - ever - being named. Or your credit history is awful so you show inability to realistically do fiduciary duty. I’m not trying to be harsh, it just is the reality of why others get named rather than immediate family.
My friend has guardianship over her father. He is a recovering alsoholic with a lot of emotional issues---she has financial and medical guardianship over him.
She does share, to some extent, information about him with his one remaining sister, but honestly, the sister doesn't care that much.
My friend says being a guardian is just like having another kid to look after. We've never discussed this at any length, it's a depressing and emotional burden for her to bear as she recently went through a nasty divorce and has 4 kids to raise, along with having a father who basically doesn't function.
If the guardian is not a relative or good friend, then I would imagine your chances of getting any information from them is slim. They may actually have signed a document stating that they WON'T share info. IDK.
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.
The conservator is now legally responsible for her "financial status", not you.
The only way you are going to be back into the loop would be for you to hire from your own $ an attorney that does guardianship/ conservatorship to represent you at whenever the next before the court review is done and for them to file for you to be the new guardian or Co-guardian.And the judge makes a new decision to allow for this. Could be an annual review, could be every six months, it’s on you to to do the work to find out. All this will be in the documents filed in probate court docket. It will be public record with redaction of health care and some other privacy details.
Normally the court looks to immediate family to be named. If that did not happen, it tends to have a reason that is a bad reflection on the family member or that family member’s spouse or household (like their spouse has a felony record), so they will be toast on ever - ever - being named. Or your credit history is awful so you show inability to realistically do fiduciary duty. I’m not trying to be harsh, it just is the reality of why others get named rather than immediate family.
She does share, to some extent, information about him with his one remaining sister, but honestly, the sister doesn't care that much.
My friend says being a guardian is just like having another kid to look after. We've never discussed this at any length, it's a depressing and emotional burden for her to bear as she recently went through a nasty divorce and has 4 kids to raise, along with having a father who basically doesn't function.
If the guardian is not a relative or good friend, then I would imagine your chances of getting any information from them is slim. They may actually have signed a document stating that they WON'T share info. IDK.