Have you and your family “had the talk”… about handling your Charlestown affairs at the end of life?

To help your family:
Ensure they have a copy and/or know where to find your Will or Trust. Veterans should make sure a copy of your DD214 is available.
Have your family familiar with your Residence and Care Agreement with Charlestown. This is the contract that defines your refund settlement, if any.
Complete the Authorization for Entry to Living Unit form explained below.

When the final surviving resident passes in an apartment in Independent Living, Security will immediately place a special Security lock on the door to the Apartment. Unless an existing Trust is involved, a Letter of Administration from the Baltimore County Courthouse-Register of Wills in Towson, MD must be obtained to open the Estate to the Executor for relatives to gain access to the locked residence. Recently, Security has altered their requirements allowing residents to designate up to two authorized persons to enter your apartment. However, you must complete the “Authorization for Entry to Living Unit” form available from the Administration Office or the Resident Life Office. The Form needs to be turned in to Brittany Owens in the Resident Life office in Cross Creek.

Before going to Towson, it’s suggested that you call ahead to The Register of Wills (410-887-6680) to find out what exactly the County needs you to provide them. For example, a copy of the Death Certificate, amount of money going into your Estate, and various other items may be required. The Executor (or Trustee) of the Estate should take a copy of the Trust or the Letter of Administration to the Security Supervisor to receive the key to the Security lock. In addition, the Executor or family member should obtain copies of the Death Certificate (suggest 10 copies) to notify all concerned.

If they haven’t already done so, your family should contact Lavina Dukes, our Move-Out Coordinator, for both the Move-Out Handbook and Things to Consider checklist to guide them through the process. The goal is to get your family through this and to speed up the apartment turn-over quickly so the refund from Charlestown can be finalized. For the handbook, checklist and additional information, please contact Lavina at 410-737-8838, x8375 or send her an email at lavina.dukes@erickson.com

-Charlie Eichenlaub-