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

Preparation Suggestions for Resident:

*Ensure that your family has a copy and/or knows where to find your Will or Trust. If you are a Veteran, make sure a copy of your DD214 is available.
*Familiarize your family 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.

Rationale for Authorization Form:

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 to prevent illegal access. Security has updated the requirements, allowing residents to designate up to two authorized persons to enter an apartment, after submission the Authorization for Entry to Living Unit form available from the Administration Office or the Resident Life Office. Submit the form to Brittany Owens in the Resident Life office in Cross Creek.

Alternative to Submission of Authorization Form:

If this form has not been filed, the Executor/personal representative of an estate must obtain a Letter of Administration from the Baltimore County Courthouse, Register of Wills in Towson, MD for relatives to gain access to the locked residence. If a Trust is involved, family will need to provide these forms to Security for approval.

Before going to Towson, make sure to call ahead to The Register of Wills (410-887-6680) to find out the verification that the County needs you to provide. For example, a copy of original will, the death certificate, amount of money going into an estate (listed in the Residents Care Agreement), and various other items may be required. A Security Supervisor will escort a representative into an apartment to access required documents, if necessary. 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.

Note: It is suggested that one request 12 copies of the death certificate, to have enough on hand to notify all concerned.

Obtaining a Move-Out Handbook:

A family should contact Lavina Dukes, the Charlestown Move-Out Coordinator for an important Move-Out Handbook and Things to Consider checklist to guide them through the process. The information provided in these guides is comprehensive and designed to aid in a smooth move-out and an efficient apartment turn-over, assuring a refund from the Community in a timely manner. 

For more information, please contact Lavina at 410-737-8838, ext 8375# or send her an email at Lavina.Dukes@erickson.com.

Charlie Eichenlaub
Resident Council Communications Committee