Activities Of Daily Living
Activities such as, but not limited to mobility, eating, toileting, dressing, grooming, housekeeping, cooking, shopping, money management, banking, driving or using public transportation and other activities related to person needs and to property management.
Available resources
Usually this refers to money and assets, but it can include resources such as, but not limited to, visiting nurses, homemakers, home health aides, adult day care and multi-purpose senior citizen centers, powers of attorney, trustees, representative payees and residential care facilities.
Beneficiary
The person for whose benefit a trust or insurance policy has been created.
Bequest:
A gift made through a will.
Discretionary Powers
Powers that provide a trustee many options in managing a trust's assets and in adapting the benefits furnished to the beneficiary in order to accommodate varying situations.
Disinherit
To exclude from inheritance.
Estate
All property, both real and personal, that a person owns at the time of her/her death.
Executor/Executrix
The person responsible for collecting, maintaining, and distributing the assets of an estate in accordance with the terms of the will.
Functional Level
The ability to provide for his/her personal needs and/or property management.
Functional Limitations
Behavior or conditions of a person that impair the ability to provide for personal needs and/or property management.
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