Four Experts, and Nobody Owned the Date
August 20, 2026 · 0:47
The attorney, the advisor, the care manager and the community each did their job. The family still came out behind, because nobody owned the funding date.
Full transcript
Everybody at that table did their job right, and the family still came out behind.
Watch how it happens. You draft the power of attorney and the will. Exactly your job. The community walks them through the entrance fee contract. Their job. The care manager finds the right level of care. Her job.
Now ask one question. Who owns the date the money has to be in the account?
Usually nobody. Every slice got handled well. The calendar between them is where your client gets hurt, because the house is the funding and nobody put it on the move-in timeline.
You do not have to add that to your practice. You just have to know it is a job. Want a second set of eyes on a client's whole board? The Roadmap is free at rigginsstrategicsolutions.com. Grab the link below.
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- For professionals: North Carolina's Continuing Care Retirement Communities Act, Session Law 2025-58, gives your client a 30-day rescission window on a continuing care contract and says the resident is not required to move in before it expires, G.S. 58-64A-175(a)(1).
- The contract must also state the policy if the resident cannot pay the periodic fees, 58-64A-175(b)(4) (ncleg.gov).
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