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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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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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My aunt is in a nursing home with dementia, has no assets to speak of, and I am her DPOA and executor. She is a widow with no children and on Medicaid, so her assets were exhausted in the spend down. She is 84 and recently had bit of a health scare which is what prompted me to make sure her affairs are in order. My aunt's will states she has personal bequests in a "statement that exists". However, that statement is not attached to the will and we cannot find it. Now what?
It doesn't exist. And it is unlikely that any of these things she once bequeathed even still exist. You have been through things and there are no such bequests. So that's that. What doesn't exist doesn't exist. And if they are not legally done in a will they mean not much anyway. If you can't currently discuss this with Aunt then just consider it over and done until/unless something shows up.
If Auntie has liquidated her assets (sold home, car, savings, investments) & done a spend down to be LTC Medicaid eligible; and basically gotten rid of the contents of her home when she moved into a care facility, she sadly may well have no “estate” to speak of. If so, that will is of no importance. It exists but there will be no assets to be able to do a distribution (to heirs mentioned in the will). Ends up being no reason or requirement to do a probate court actions and so that “personal bequests” missing document is of no importance as no probate platform to do it within.
The issue, in my NAL experience but on this forum a long l…o…n…g time, will be family & friends who somehow fully have the expectation that they are going to get jewelry, collectibles, artwork, $, even real property from Auntie. Perhaps those who are clueless on the how stringent LtC Medicaid is. Perhaps those who only remember Auntie back in her financially well off days. Perhaps those who are 1 will distribution from having the $ for a deposit for an old used car. And they can be quite relentless in haranguing you abt this.
A big shout out to you for doing this for a maiden Aunt. Even if “no good deed goes unpunished” nonsense comes from errant family & friends of Aunties.
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.
And it is unlikely that any of these things she once bequeathed even still exist.
You have been through things and there are no such bequests. So that's that. What doesn't exist doesn't exist. And if they are not legally done in a will they mean not much anyway.
If you can't currently discuss this with Aunt then just consider it over and done until/unless something shows up.
The issue, in my NAL experience but on this forum a long l…o…n…g time, will be family & friends who somehow fully have the expectation that they are going to get jewelry, collectibles, artwork, $, even real property from Auntie. Perhaps those who are clueless on the how stringent LtC Medicaid is. Perhaps those who only remember Auntie back in her financially well off days. Perhaps those who are 1 will distribution from having the $ for a deposit for an old used car. And they can be quite relentless in haranguing you abt this.
A big shout out to you for doing this for a maiden Aunt. Even if “no good deed goes unpunished” nonsense comes from errant family & friends of Aunties.