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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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About the out of state part. It might depend on the wording of the POA. You would need to make sure it is effective in your moms state. Would your mom ever need it in your state or sisters? I'd say that might be hard to know should it prove too difficult to take care of her in her own state. In that case, all you would need to do is make sure the POA is worded correctly for all states where you would need it. You should speak with an elder attorney and make sure you have it in good order. Her DNR form, her will, her end of life concerns, all of these things should be taken care of now. Some have reported that they had no problem. Others have indicated that they had problems with banks even when they had the correct POA for their state. So be sure to check with any financial institutions she uses (not yours-different rules in different banks) to see what is required and what her options are. Your mom will need to still be competent to sign this document in front of a notary so be sure to get this taken care of soon and properly. You will want it to be a DPOA and to clearly understand what you need to do in her state to activate the durable portion. About there being more than one POA appointed. I have been POA for three different people. I never had to show my POA, only had to say I was one. I'm sure there could be a time when that wouldn't work. On my parents POA all four of their living children were listed and could make decisions for them at any time. We never had a problem. Problems came about with in-laws on exeuctors but not POA. In-laws POA was set up with eldest child in charge, then second, then third etc. They just wrote letters saying they didn't want the responsibility until it got to the level that was willing to take action and lived close enough. My aunt had to redo her POA a few years ago as the second in line passed away. So, it is good to think in multiples in my opinion. Life happens to all of us, not just our parents.
I'd consult with an attorney who can explain the options, why some work better in certain circumstances and what it needs to be legal in that state. I wouldn't take a chance by doing one on your own. If you make a mistake, it's a mess and it may not be fixable, past a certain point.
From a legal perspective, there is no law in any state or U.S. territory that requires an agent/attorney-in-fact to reside in the same state as the principal.
I live in Ohio, and serve as agent for family members in California and Florida. It's never been an issue. I review at least 10 POAs a day for my company (I'm a legal professional for financial services) for customers, and I see plenty where the principal and agent live in different states. We do not refuse any POA if the two live in different states because it's not legal to reject on such a reason.
My standard disclaimer is feel free to consult with an attorney for drafting. Yes, you can do it yourself, but an attorney is going to be able to best advise your family what powers MUST be in that document so that you don't have surprises later, and make sure all of your documents are compliant with the state law, etc.
I would disregard " cetude's" comment. It must come from an ill place. You can definitely be POA or DPOA and live out of state despite your parents health.. I have been my parents DPOA for over 20 years (one of them with Alzheimer's) and have managed their care and finances from thousands of miles away. It has never been a problem. The DPOA was set up in their home state where they reside and my long distance address displayed in the paperwork.. If you have a good relationship with your sister and you can work together to provide the best care for your mother, then that's the ideal situation. One of you will have to be the primary and the other the secondary. Make the primary DPOA the one who is the most organized and willing to spend the most time dealing with financial and day to day issues. Those skills will come in handy. If you decide to make her the primary, you as a secondary can offer other forms of support locally to your mom that your other sister can't. Good luck!
We are the responsible party for my BIL who lives in a NH1800 miles away. Never have had an issue. They call us when needed. He has no assets or other family so it makes it easy for us.
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.
It can be a confusing mess to coordinate between two people.
In that case, all you would need to do is make sure the POA is worded correctly for all states where you would need it. You should speak with an elder attorney and make sure you have it in good order. Her DNR form, her will, her end of life concerns, all of these things should be taken care of now. Some have reported that they had no problem. Others have indicated that they had problems with banks even when they had the correct POA for their state. So be sure to check with any financial institutions she uses (not yours-different rules in different banks) to see what is required and what her options are.
Your mom will need to still be competent to sign this document in front of a notary so be sure to get this taken care of soon and properly. You will want it to be a DPOA and to clearly understand what you need to do in her state to activate the durable portion.
About there being more than one POA appointed.
I have been POA for three different people. I never had to show my POA, only had to say I was one. I'm sure there could be a time when that wouldn't work. On my parents POA all four of their living children were listed and could make decisions for them at any time. We never had a problem.
Problems came about with in-laws on exeuctors but not POA. In-laws POA was set up with eldest child in charge, then second, then third etc. They just wrote letters saying they didn't want the responsibility until it got to the level that was willing to take action and lived close enough.
My aunt had to redo her POA a few years ago as the second in line passed away. So, it is good to think in multiples in my opinion. Life happens to all of us, not just our parents.
I live in Ohio, and serve as agent for family members in California and Florida. It's never been an issue. I review at least 10 POAs a day for my company (I'm a legal professional for financial services) for customers, and I see plenty where the principal and agent live in different states. We do not refuse any POA if the two live in different states because it's not legal to reject on such a reason.
My standard disclaimer is feel free to consult with an attorney for drafting. Yes, you can do it yourself, but an attorney is going to be able to best advise your family what powers MUST be in that document so that you don't have surprises later, and make sure all of your documents are compliant with the state law, etc.
Best wishes.
You can definitely be POA or DPOA and live out of state despite your parents health.. I have been my parents DPOA for over 20 years (one of them with Alzheimer's) and have managed their care and finances from thousands of miles away. It has never been a problem. The DPOA was set up in their home state where they reside and my long distance address displayed in the paperwork..
If you have a good relationship with your sister and you can work together to provide the best care for your mother, then that's the ideal situation. One of you will have to be the primary and the other the secondary. Make the primary DPOA the one who is the most organized and willing to spend the most time dealing with financial and day to day issues. Those skills will come in handy. If you decide to make her the primary, you as a secondary can offer other forms of support locally to your mom that your other sister can't.
Good luck!
I do everything.