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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?
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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.
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You should be able to go on-line to the Sec of State website and download for a very low cost the articles of incorporation, the last annual report filing, if the business qualifies for a certificate of good standing, and any other corporate documents on file with the state. Having these will give you a pretty solid idea of what the business is organized under (sole-proprietor, S corp, LLC, etc) and if there is anyone else out there that could have access to the business (as per how the articles were done or modified) & if Sissy is doing what needs to be done to keep the business "in good standing".
To me, I'd start on these first as you can totally DIY this part; then if all is current and ok and in good-standing, then Sissy is in charge. Sissy doesn't have to allow you access. But if not, then you just going to have to take these documents and see an estate and probate atty to have them deal with the situation. Your going to need an atty to ever get Sissy compelled to turn over records for discovery.
Business can continue to exist even with owners death, as a business usually is its own legal entity. Out of curiosity, could mom have deliberately done the business & had all her sources of income & assets within the business as a way not to have to deal with having a will or ever opening probate? If so, try to find out just who is/are/were the K-1's for the biz. If it's not mom, well it's going to be interesting…..
If the business was incorporated, the corporation may have to be rearranged. This is done separately from settling your mother's estate. Read the Will to see if it mentions ownership in a corporation. Also note that the Executor is the only one with authority to distribute the estate, that probate has to be filed and the mandatory state waiting period has to be observed.
By business account do you mean a business checking account? And if so, whose business was it, and is there a value for a "going concern"?
Also, how was the account titled? If it was as joint tenants with rights of survivorship, the ownership ceded to your sister on your mother's death. My understanding of that situation is that your sister doesn't have to provide information or share the funds with you or your siblings.
However, as a business checking account, there may be other authorized parties. E.g., a co-owner, officer of the company, etc. might also have been authorized to sign. You'll have to get this information from the bank.
A major issue is the fact that your mother did not have a will. Did she write what's called a "holographic" will? If not, then the division of assets must follow statutory terms.
You'll need to find out Florida's statutes regarding dying "intestate" (without a will). I think the other main issue is the business. Who's running the business now?
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.
To me, I'd start on these first as you can totally DIY this part; then if all is current and ok and in good-standing, then Sissy is in charge. Sissy doesn't have to allow you access. But if not, then you just going to have to take these documents and see an estate and probate atty to have them deal with the situation. Your going to need an atty to ever get Sissy compelled to turn over records for discovery.
Business can continue to exist even with owners death, as a business usually is its own legal entity. Out of curiosity, could mom have deliberately done the business & had all her sources of income & assets within the business as a way not to have to deal with having a will or ever opening probate? If so, try to find out just who is/are/were the K-1's for the biz. If it's not mom, well it's going to be interesting…..
Also, how was the account titled? If it was as joint tenants with rights of survivorship, the ownership ceded to your sister on your mother's death. My understanding of that situation is that your sister doesn't have to provide information or share the funds with you or your siblings.
However, as a business checking account, there may be other authorized parties. E.g., a co-owner, officer of the company, etc. might also have been authorized to sign. You'll have to get this information from the bank.
A major issue is the fact that your mother did not have a will. Did she write what's called a "holographic" will? If not, then the division of assets must follow statutory terms.
You'll need to find out Florida's statutes regarding dying "intestate" (without a will). I think the other main issue is the business. Who's running the business now?