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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:
I highly recommend using lawyers to prepare legal documents. There are far too many opportunities to make a mistake without proper legal representation.
Google “living trust” and you'll find many sites where you can print out those forms. Make sure you choose your own state. However, when you're talking about something as important and possibly as complicated as a trust, or living wills, or POAs, you're much better off seeing an elder care atty. You can't ask a form questions.
barrontamara163, a Living Trust is not a do-it-yourself project. It can be quite complex.
Call your Area on Aging and see if they can recommend an Elder Law Attorney. Plus the Attorney can notify you if there are any State law changes that would need to be up-dated on the Trust.
Never do a trust without a Lawyer. Go to a Trust and Estate Lawyer. As far as Trusts go, be certain that you need one. You give us no information here. Often a will is more than sufficient. Do not mess with legal things on your own. The results can be catastropic.
My heart skipped a few beats when I read your introductory question. I would compare trying to create a living trust, w/o legal expertise, as similar to doing your own brain surgery. It can't be done, realistically, and could create more problems than you realize.
Estate planning law firms in my experience have several attorneys focusing on different aspects of trusts, including ones beyond living trusts. These attorneys are knowledgeable in many areas, keep up on changing laws and can structure a trust that suits you, specifically.
You should also inquire about treatment of taxes on assets (especially stocks) that are transferred (i.e., "funded") into trusts.
Could you explain (a) why you specifically feel you need a living trust and (b) why you're not considering an attorney? Cost?
Anyone not experienced with trust creation and planning could inadvertently make so many mistakes that much of the assets would be lost....including to the IRS. You wouldn't want that, would you?
FreqFlyer made a good point about changing laws. One of the top notch estate planning lawfirms for which I worked had multiple practice areas, including estate planning. E-mail newsletters were sent to interested parties, addressing critical changes in laws affecting the gamut of issues in EP and Trust practice.
You need to know for a fact that the forms you're using incorporate the latest legal and tax requirements, to the extent that such are addressed in trusts.
Are you looking for a living trust? Living will? Are you wanting to find Last Wishes? POLST? If end of life forms, many doctor's offices will have them, hospitals, etc....
Are you in the US?
Search this site or the internet for advanced directives.
POLST is a doctor's order while a living will is a legal document. That means they'll be used differently by emergency medical technicians (EMTs) and hospital personnel. Some seniors may want to have both a POLST and a living will to make sure their end-of-life wishes are protected in all situations.
Another member of the forum pointed out to me (thank you Caroli1, I found that in her state Missouri, it is called a TPOPP Transportable Physician Orders for Patient Preference) that a POLST is not recognized in all states they go by various names so search for what the form might be called in the state where you live OR if you have a home in 2 states obtain one from each and travel with both at all times.
A trust involves changing ownership of property to the trust, such as changing the title of a home, cars, and other property from "Jane and Bob Smith" to "The Jane and Bob Smith Family Trust." It's no small task and involves all kinds of legal paperwork.
A trust is lawyer territory if you want it to be legally sound. If you still want to DIY it, try the Nolo Press.
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.
Call your Area on Aging and see if they can recommend an Elder Law Attorney. Plus the Attorney can notify you if there are any State law changes that would need to be up-dated on the Trust.
Do not mess with legal things on your own. The results can be catastropic.
Estate planning law firms in my experience have several attorneys focusing on different aspects of trusts, including ones beyond living trusts. These attorneys are knowledgeable in many areas, keep up on changing laws and can structure a trust that suits you, specifically.
You should also inquire about treatment of taxes on assets (especially stocks) that are transferred (i.e., "funded") into trusts.
Could you explain (a) why you specifically feel you need a living trust and (b) why you're not considering an attorney? Cost?
Anyone not experienced with trust creation and planning could inadvertently make so many mistakes that much of the assets would be lost....including to the IRS. You wouldn't want that, would you?
FreqFlyer made a good point about changing laws. One of the top notch estate planning lawfirms for which I worked had multiple practice areas, including estate planning. E-mail newsletters were sent to interested parties, addressing critical changes in laws affecting the gamut of issues in EP and Trust practice.
You need to know for a fact that the forms you're using incorporate the latest legal and tax requirements, to the extent that such are addressed in trusts.
Are you in the US?
Search this site or the internet for advanced directives.
POLST is a doctor's order while a living will is a legal document. That means they'll be used differently by emergency medical technicians (EMTs) and hospital personnel. Some seniors may want to have both a POLST and a living will to make sure their end-of-life wishes are protected in all situations.
A trust is lawyer territory if you want it to be legally sound. If you still want to DIY it, try the Nolo Press.