Friday, September 25, 2026

When the Workforce Walks: Why Staffing Instability Makes Aging-in-Place Planning Urgent


A Harris Poll commissioned by Workforce Edge and Strategic Education surveyed more than 1,500 U.S. healthcare workers and 300 employers in June and July 2026. Fifty-nine percent of all workers said they are likely to look for a new role within the year. Among Gen Z workers, the figure was 70 percent.

That headline invites a cheap conclusion. Younger workers will not stay. The rest of the survey, however, undercuts that story.

Sixty-five percent of those same Gen Z workers expect to stay with one employer for five or more years. Ninety-five percent say they value job stability. Only about one in four, however, trust that their employer has their long-term career growth in mind. Eighty-six percent say education or training would help them advance. Employers already know that weak training and weak advancement are leading reasons people leave. They still underestimate how mobile their own staff already feel.

Intent to look is not a resignation letter. Surveys like this always overstate actual quits. Even a fraction of that number is operationally large. The industry is already trying to replace a workforce that skews over 50. Demand from an aging population keeps rising.

HRSA projects a national shortage of about 109,000 registered nurses and 246,000 licensed practical nurses by 2038. The gap is worse outside metro areas. Long-term services and supports will need substantially more workers over the same stretch. The Harris findings sit on top of that arithmetic. They do not replace it.

Where the Shortage Lands First

Healthcare labor shortages don't directly impact the healthy 68-year-old who still drives, cooks, and manages her own medications. It lands on the oldest, the most physically and cognitively impaired, and the already institutionalized.

Nursing homes run on thin margins of staff time. When a shift is short, the work that disappears first is the unglamorous work that keeps a frail body intact. Turning to prevent pressure injuries. Answering a call light before someone tries to walk unassisted. Getting a meal to the table while it is still hot.

CMS staffing research has long tied lower staffing to more delayed and omitted care and to higher rates of falls and infection. Follow-up studies have linked it to higher rehospitalization. Some analyses have linked it to higher mortality. Families describe the same pattern more plainly. Forty-five minutes for pain medication. Showers postponed. Residents left in bed because there are not enough hands for transfers.

Hospitals feel it in emergency-department boarding and delayed discharges. Home-health agencies feel it in cancelled visits and a new aide every week. Continuity is not a luxury for an 88-year-old with heart failure, Parkinson’s, and mild dementia. Continuity is how a change in gait gets noticed. It is how a urinary tract infection gets caught before it becomes sepsis and a 3 a.m. ambulance ride.

The oldest residents have the least room to compensate. A 92-year-old with advanced dementia cannot advocate for herself. She cannot safely leave. She cannot reconstruct a care plan every time the faces change. A 55-year-old recovering from a knee replacement can wait it out or complain. High turnover also means the staff who remain are covering more residents. That is how burnout starts. That is how the next round of departures begins.

The Harris data describe a pipeline problem. The nursing-home floor is where that pipeline becomes a missed meal and an untreated sore.

Federal minimum staffing standards were written because this relationship is not theoretical. Standards do not create nurses. They raise the cost of failing to staff. They collide head-on with the labor market the survey describes. Hardship exemptions, agency nurses, and wage bidding can keep a building’s doors open. None of it restores the quiet competence of a stable team. That team already knows Mrs. Henderson will not swallow pills unless they are crushed. It already knows Mr. Alvarez wanders at dusk.

Home Care is Not a Free Pass

Aging in place does not exempt a family from the same labor market. Private-duty aides, home-health nurses, and personal-care attendants come from the same age cohorts. They face the same wage competition as hospital and facility staff. If hospitals raise pay to hold their people, home-care rates follow. If they do not, the best aides migrate toward the settings that pay more or offer a clearer path up.

That is an argument for planning earlier, not later. A family that waits for a crisis to hire help is shopping in the most expensive, least reliable corner of the market. Last-minute agency coverage. A discharge planner’s list of companies that may or may not have an opening next Tuesday. A parent too weak by then to sit in on the interview.

A family that has already identified agencies, backup caregivers, and a realistic weekly budget is not immune to the shortage. It is, however, far less likely to be forced into a facility because no one could be found within seventy-two hours.

What Aging-in-Place Planning Actually Does

The point of a plan is practical. Reduce forced dependence on the most staffing-fragile institutions for as long as safety allows. Make any eventual institutional stay shorter, better chosen, and less chaotic:
    •The House: Falls, not philosophy, are what convert a home into a hospital admission and a hospital admission into a nursing-home stay. Lighting. Grab bars. A no-step entry. A walk-in shower. A bedroom on the main floor. The removal of throw rugs. Those changes are unglamorous. They are, nonetheless, the difference between a bruise and a hip fracture when the night aide is running late. Medication dispensers, stove shutoffs, and video check-ins help. They supplement a person who can lift, toilet, and notice. They do not, however, replace one.
    •The Care Bench: Naming who helps, in what order, for what tasks saves time and avoids diputes. Adult children three states away are not a care plan. A neighbor who will sit for two hours is part of one. So is a paid caregiver interviewed before anyone is desperate. So is a backup agency in case the first cannot staff a shift. Have an honest conversation about whether a spouse can safely keep going as the only caregiver. Caregiver burnout is how two people end up institutionalized instead of one.
    •The Legal Documents: A financial power of attorney, a healthcare power of attorney, and HIPAA releases need to be signed while the principal still has capacity. Institutions will not take instructions from a well-meaning child who is not the named agent.
    •Trust Planning: This is also where trust planning belongs. It belongs earlier than most families put it. A properly drafted revocable living trust, paired with those advance directives, does two distinct jobs. First, it reduces the odds that a court ever needs to appoint anyone at all. Decision-making authority is already assigned to someone the person chose, not someone a judge selects after a crisis. Second, in a trust-code state, a well-drafted revocable living trust keeps trust assets out of a guardian’s reach even if a guardianship is later opened for other reasons. That matters. A guardian facing personal liability for whatever happens to the ward at home has every incentive to solve the risk by moving him into a facility. Managing the risk in place is harder. A trust with the right successor-trustee provisions and clear guidance on care preferences removes that incentive at the source. It is one of the more effective, and most overlooked, ways to close off the on-ramp from “needs some help” to “placed in a facility because that was administratively simpler.”
    •Medicaid Planning:  If a Medicaid plan for long-term care is part of the picture, review it before a hospital social worker is standing at the bedside. The look-back period. The treatment of the house. Any caregiver-child exemption. The trust’s own structure. Do that work while there is still time.                           
    •The Money: Private-pay home care, long-term care insurance where it exists, veterans’ benefits where they apply, and Medicaid home- and community-based waivers are different tools for different budgets. Families who assume Medicare will cover a nurse at home indefinitely find out otherwise at discharge. Medicare’s skilled home health benefit is limited. Custodial care is not covered at all. Knowing that in advance changes both the savings plan and the housing decision.
    •The Exit Criteria: Aging in place is a strategy, not a vow. There is a point at which round-the-clock needs, unsafe wandering, mental illness, profound physical disability/medical needs, or caregiver collapse make a facility the safer choice. Write down, in advance, what that point looks like. Write down who decides. Visit facilities while there is still time to compare staffing rather than décor. A planned short stay after surgery is a different thing from an unplanned placement on a Friday night because the hospital will not hold the bed another day.
Conclusion

The Harris numbers don't mean every young nurse vanishes next June. They do mean that the system we are counting on is already strained. That strain falls hardest on people who cannot advocate for themselves. The family’s job is to need that system less, and to use it more intelligently on the days they must.

No family can staff the nation’s nursing homes from its own kitchen table. A family can fix the house before a fall happens. It can put legal authority in place before someone needs it. And it can walk a facility’s halls on an ordinary Tuesday, asking about night-shift staffing, instead of for the first time during a crisis.  That is Aging-in- Place Planning. Do it now.




Thursday, September 24, 2026

A Local Column Points at a Statewide Need: Volunteer Guardians in Ohio

Sally Kelly writes the “Senior Life” column for The Portager, a locally owned news outlet serving Portage County. In her September 9, 2026 piece, “Become a guardian volunteer for vulnerable neighbors,” she wrote about something she had never really thought about before: adult guardianship. Kelly’s own background is with children, not seniors; she started out placing guardians for abused and neglected kids at the Children’s Home in Akron.  She draws a clean, useful line from that experience to this one. A legal guardian for a vulnerable adult does the same basic job a guardian does for a child: step in, under a court’s supervision, for someone who cannot currently manage their own health, finances, or home.

Kelly’s column focuses on Portage County’s own program, run by the Portage County Guardianship Service Board under Probate Judge Patricia J. Smith. Volunteers there are trained, supervised by the Board, and visit the person under guardianship to check on their well-being, all “through the least restrictive means possible,” which is the standard that should govern every guardianship in this state and, too often, doesn’t. If you are in Portage County and want to get involved, the Board’s executive director, Diana L. Clarke, can be reached at 330-839-3964. Start at portagecountygsb.org.

One clarification, because the details matter if you actually sign up. Kelly mentioned a three-hour online class. That figure can be right for a volunteer visitor who never becomes the legal guardian. The statewide Supreme Court requirement is different, and it applies only to people the probate court appoints as guardians. Under Superintendence Rules 66.06 and 66.07, an appointed adult guardian must complete a one-time six-hour Fundamentals of Adult Guardianship course, then three hours of continuing education each year after appointment. Training for appointed guardians is free through the Ohio Adult Guardianship Education Program. Volunteer visitors work under a public guardian or a guardianship services board; their training is set by that program and the local court, not by Rule 66. Ask which role you are applying for before you register for a class.

Why this Belongs on a Blog that Treats Guardianship as a Last Resort

I’ve spent time on this blog making the case that guardianship is a blunt instrument that should be a last resort, not a first stop, and one that badly needs oversight. None of that argument is a reason to walk past the volunteers who are already doing this work well, under real court supervision, for people who genuinely have no one else. A trained volunteer visitor is often the only check between an isolated ward and neglect. That is exactly the kind of oversight guardianship-reform advocates keep asking for, and it already exists in a few dozen Ohio counties, mostly unadvertised, and usually short on volunteers.

So consider this an invitation. If Kelly’s column got you thinking about it, here is where the same kind of program operates elsewhere in Ohio, as best we could compile it, and what the job actually is before you call.

Two different volunteer jobs

Ohio programs use similar words for two different roles. Ask which one a county actually needs before you apply.

  • Volunteer visitor / guardianship support volunteer / friendly visitor: A public guardian, a guardianship services board, or the court itself remains the legal decision-maker. You are extra eyes and a friendly face. You visit monthly, watch living conditions, talk with caregivers, and write a short report. This is the Portage County PCGSB model Kelly described. Summit County’s Senior Visitor Program and Richland County’s Friendly Visitor Program work the same way. Rule 66’s six-hour / three-hour sequence does not automatically apply unless the court later appoints you as guardian.
  • Volunteer guardian of the person: The probate court appoints you. You make, or help make, medical and quality-of-life decisions. You visit, attend care conferences, and file the annual guardian’s report. You almost never manage the ward’s money. This is the model used by the Central Ohio Area Agency on Aging, Stark County’s Guardian Support Services, the Wayne County Volunteer Guardianship Association, Clark County’s United Senior Services, Summit’s Volunteer Guardian Program (now run by Adult Guardianship Services), Wood County, Medina, Williams, and others. Those volunteers do take the six-hour fundamentals course and the three-hour annual refresher.

Both roles change lives. The visitor role is often the easier on-ramp. The appointed-guardian role carries more authority, and more power to insist that a facility treat the person as a person.

Where Ohio’s Volunteer Guardian Programs Operate

A few things worth knowing before you use this table. Some of these programs are run directly by the county probate court. Others are administered by a nonprofit under contract with the court; Ohio often calls this a “guardian of last resort” arrangement, and it is a common model because courts themselves are rarely staffed to run a volunteer program. Where the court itself hosts the sign-up page, we have linked to it directly. Where a nonprofit administers the program, we have linked to them and named the court they report to.

Ohio has 88 counties and no single statewide volunteer-guardian agency. Coverage is uneven. Large holes remain in Appalachia, much of the northwest, and many rural counties. Wood County recently reported 433 open guardianship cases and only 17 volunteers. If your county is not listed, call the probate court anyway. Many courts will train an individual volunteer even without a branded program. The Supreme Court publishes a county-by-county probate resource guide.

Part of the sourcing behind any statewide inventory still traces to a 2019 Eye on Ohio investigation, cross-checked here against each organization’s current site. Program names, directors, and contact numbers change. Call before you drive anywhere or mail an application.

County / region Program What volunteers do / notes Where to learn more or apply
Allen & Putnam Crime Victim Services Guardian Program Volunteer guardian of the person. About 2–3 hours a month. Six-hour Ohio training plus program orientation. Program page · Allen Probate
Butler & Warren LifeSpan of Ohio Volunteers often start as friendly visitors, then may be appointed guardian of the person for more stable nursing-home cases. LifeSpan · Butler Probate
Clark United Senior Services Volunteer Guardianship Nursing-home residents age 60+ without willing family. Visit twice a month. Six-hour Supreme Court training. One-year commitment. USS program · Clark Probate
Cuyahoga & Lorain Lutheran Metropolitan Ministry Adult Guardianship Services Large mixed volunteer/staff model. Volunteers serve as guardian of the person; staff take more complex cases. LMM · Cuyahoga Probate
Delaware, Fairfield, Fayette, Franklin, Licking, Pickaway COAAA Volunteer Guardian Program Court-appointed guardian of the person for nursing-home residents. Two visits a month. Program attorney at the appointment hearing. Age 21+. COAAA VGP · Franklin Probate
Hamilton Cincinnati Area Senior Services / Personal Guardianship Services Volunteer and professional guardians for unrepresented adults. Confirm current volunteer openings before applying. CASS · Hamilton Probate
Holmes Holmes County Probate Court Court-based volunteer guardianship. Contact the court directly about current openings and local training. Holmes Probate
Huron Catholic Charities (Diocese of Toledo) Volunteer Guardianship Matches screened volunteers with adults who have no suitable family. Volunteers report to Huron County Probate Court. Huron Probate guardianships
Lucas Lucas County Guardianship Services Board Public guardianship board of last resort for indigent adults. Volunteer openings are typically at the Board/trustee level, not case-level guardians. LCGSB · Lucas Probate
Marion Marion County Adult Volunteer Guardian Program Court-run guardian of the person. No handling of money. Six-hour fundamentals plus three hours of annual continuing education. Ask Marion County Probate Court for the MCAVGP application.
Medina Medina County Probate Court Volunteer Guardianship Program Guardian of the person for indigent Medina residents without family. Health and placement decisions only. Age 21+, Ohio resident. Medina Probate · (330) 725-9703
Montgomery, Greene, Miami, Shelby Life Essentials (Catholic Social Services of the Miami Valley) Staff and trained volunteers serve as guardian of the person. Monthly visits. Expanding coverage across the Miami Valley. CSSMV / Life Essentials · Montgomery Probate
Ottawa Ottawa County Probate Court Volunteer Guardianship (with RSVP) Guardian of the person only. Court training and support. RSVP partnership can provide mileage or meal stipends for volunteers 55+. Contact Ottawa County Probate Court.
Portage Portage County Guardianship Service Board Volunteer Visitors The program in Kelly’s column. Monthly visits to public-guardianship wards; written reports to the Board and Court. Age 18+, Ohio license, background check. Local visitor training (Kelly cited three hours). Rule 66’s six-hour / three-hour sequence applies only if the court later appoints you as guardian. PCGSB · Portage Probate · (330) 839-3964
Richland Friendly Visitor Program + Mid-Ohio Guardianship Services Court Friendly Visitors monitor facility wards monthly and file a short report. Separate agencies also provide professional or volunteer guardianship. Richland Probate guardianship
Stark Guardian Support Services, Inc. Volunteer guardians for nursing-home residents. No finances. Monthly visit; initial and yearly training; annual court report. Matched by geography. Become a volunteer · Stark Probate
Summit Volunteer Guardian Program, operated by Adult Guardianship Services of Summit County; plus the Court’s Senior Visitor Program The court launched the Volunteer Guardian Program in 2015. In 2022 it spun out as Adult Guardianship Services of Summit County (AGS), which now recruits and trains volunteer guardians of the person. The probate court still runs a separate Senior Visitor Program. AGS volunteer page · Summit Probate volunteers
Union Union County Guardianship Services Evolved from a volunteer-guardian program into a case-manager model. Volunteer visitor options have existed alongside it. Confirm current roles with UCGS and the court. UCGS · Union Probate
Wayne Wayne County Volunteer Guardianship Association (WCVGA) Nonprofit, active since 2012, that recruits, screens, and trains volunteer guardians of the person and presents them to Wayne County Probate Court. Age 21+, background check, short initial training. No estate duties. Appointed guardians still complete Rule 66 education. WCVGA volunteer page · Wayne Probate guardianships
Williams Williams County Volunteer Guardian Program (Dept. of Aging / Probate) Guardian of the person for nursing-home residents. No estate duties. Training through the Department of Aging and the court. Williams County Dept. of Aging · (419) 633-4317 · Williams Probate
Wood Wood County Probate Court Volunteer Guardian Program Urgent need: hundreds of open cases and far too few volunteers. Age 21+, background check, six-hour training, monthly face-to-face contact. Wood Probate · (419) 354-9230

If a link has moved, start with the county probate court page. That office is always the appointing authority.

What it Typically Takes to Serve

  • Age: Age 18 or 21 and older, depending on the program; Ohio resident or a local connection.
  • Background: Application, interview, references, and a criminal background check.
  • Dependability: Reliable transportation. Most visits are in nursing homes, group homes, or private residences.
  • Training: If you will be appointed as guardian: the free six-hour Supreme Court fundamentals course, plus three hours of continuing education each year after appointment.  If you will be a visitor only,  the local program’s own training, often a shorter class. Confirm hours with that program. Do not assume Rule 66 applies, and do not assume it does not if the court later appoints you.
  • Duties: A monthly visit in most programs,  twice a month in some, quarterly in a few,  and a short written report.

Once you are matched, this is usually a few hours a month: not a second career. The hard part is showing up steadily, including on the days the person no longer remembers your name and the facility would rather you did not ask about the unexplained bruise.

How this Fits Aging in Place

If you are reading this as a planner for your own later life, or as counsel to a client, take three actions that matter more than hoping a stranger-volunteer appears later:

  • Name decision-makers now. Execute a financial power of attorney and a health-care power of attorney while capacity is clear. Name successors. Tell those people you named them.
  • Settle a Trust: A properly drafted revocable living trust, paired with advance directives, does two distinct jobs. First, it reduces the odds that a court ever needs to appoint a guardian. Decision-making authority is already assigned to someone the person chooses, not someone a judge selects after a crisis. Second, in a trust-code state, a well-drafted revocable living trust keeps trust assets out of a guardian’s reach even if a guardianship is later opened for other reasons. That matters. A guardian facing personal liability for whatever happens to the ward at home has every incentive to solve the risk by moving him into a facility. Managing the risk in place is harder. A trust with the right successor-trustee provisions and clear guidance on care preferences removes that incentive at the source. It is one of the more effective, and most overlooked, ways to close off the on-ramp from “needs some help” to “placed in a facility because that was administratively simpler.”  
  • Write Your Values, not Just the Forms. A living will and a short letter of intent stating where you want to live, what “quality of life” means to you, and who should never be appointed, give any future guardian a compass.
  • Build the bench. If you have no spouse, no nearby adult child, or a family that cannot serve, introduce yourself to the local volunteer program while you still can. Some of the best volunteer guardians started because they looked around and realized they might need one someday.

An Invitation

This work is not for everyone. It is for people who can keep a confidence, sit with silence, read a care plan, and politely refuse to be hurried out of a nursing-home hallway.

If that sounds like you, pick up the phone this week. Start with your own county row in the table. If your county has no program, call the probate clerk and ask two questions: “Do you have a volunteer guardian or volunteer visitor program?” and “If not, will the court consider training me?” If you expect to be appointed as guardian, complete the six-hour online fundamentals course so you arrive already serious. If you expect to visit only, ask the local program what class it actually requires.

Ohio is getting older faster than its family networks are getting closer. Courts cannot visit every ward. Facilities cannot be their own watchdogs. Families cannot always be who we wish they were. A trained volunteer,  one afternoon a month, one person at a time,  is how a community refuses to let a neighbor become invisible. Portage County readers: call PCGSB at 330-839-3964. Everyone else: use the table. Then go be the person you would want walking through your door.

Sources & notes

Sally Kelly, “Senior Life: Become a guardian volunteer for vulnerable neighbors,” The Portager, Sept. 9, 2026.

Portage County Guardianship Service Board, portagecountygsb.org. Director listed as Diana L. Clarke.

Supreme Court of Ohio, Ohio Adult Guardianship Education Program (Sup.R. 66.06 and 66.07) and county probate resource guides. The six-hour fundamentals course and three-hour annual continuing education apply to appointed guardians, not automatically to volunteer visitors.

Summit County: the Volunteer Guardian Program began in probate court in 2015 and, on January 1, 2022, spun out as Adult Guardianship Services of Summit County, Inc., which now administers that program. The court still lists a separate Senior Visitor Program.

Wayne County: Wayne County Volunteer Guardianship Association (WCVGA), waynecountyguardianship.org, active since 2012; volunteers are appointed by Wayne County Probate Court as guardians of the person only.

Additional program pages: COAAA VGP; Guardian Support Services (Stark); United Senior Services (Clark); Life Essentials / CSSMV; LifeSpan; Lutheran Metropolitan Ministry; Crime Victim Services (Allen/Putnam); Wood, Medina, Richland, and Williams County courts and aging offices. 

This article is educational and is not legal advice. Guardianship is a court-supervised legal relationship. Eligibility, training, and appointment rules are set by each probate court under Ohio law and Superintendence Rule 66. Confirm current details with the local probate court before applying.



Wednesday, September 23, 2026

California Court Reins In a Family's 20-Year Equalization Fight — Equalization Clause Lessons



Family trust litigation often turns on a single sentence buried in an otherwise routine distribution clause. A new published opinion from California's Fourth District shows exactly how much can ride on that sentence, and how far a trial court can stray from it when a family's finances have been informal for decades.

The case involves an equalization clause. Families include equalization language in trusts for a clear reason. Parents want the children treated fairly. One child borrowed money. Another received a down payment. A third never asked for anything. The parent does not want the last accounting to pretend those transfers never happened. So the document says, in substance: treat unpaid loans and unequal gifts as advances, and adjust the shares. That is a sensible idea. It is not a license to reopen two decades of rents, sales, and informal family bookkeeping under the heading of “fairness.” A California appellate court has just drawn that line in published language that is useful anywhere a lawyer drafts a hotchpot or equalization clause, including Ohio and Missouri.

The Trust and the Fight

Jean Sandford created a trust in 1998 for her five children: Debra, Linda, Mark, Michael, and Pamela. She restated it in 2000 and named all five as successor trustees. The trust called for equal shares, but it included an equalization provision. That provision did two specific things. It said any unpaid loan from Jean to a child would be deducted from that child's share. It also said unequal lifetime gifts would count as advances against each child's share, with the trustee making adjustments to even things out.

Over the next two decades, several siblings managed family properties and finances in a loose, informal way. Family members executed quitclaim deeds, sold property, and entered into rental arrangements. When tensions boiled over, Debra and Linda petitioned the Orange County probate court for an accounting and to remove Mark and Michael as trustees. Mark and Michael counter-petitioned to quiet title to two disputed properties.

What the Trial Court Did

The Superior Court sided with Debra and Linda on nearly everything. It conducted what the Court of Appeal called an extensive audit going back twenty years, and it treated years of rental income and sale proceeds from family properties as early distributions subject to the equalization provision. On that basis, it ordered offsets against Mark's and Michael's shares, removed them as trustees, required formal accountings, and awarded Debra and Linda their attorney fees out of the trust.

Notably, the trial court also found that separate claims against Mark and Michael for financial elder abuse and breach of fiduciary duty were barred by the statute of limitations. Those claims did not survive on their own.

Mark and Michael appealed

What the Court of Appeals Held

The panel reversed the equalization rulings. Its reasoning is the part worth reading closely. The equalization provision, the court held, permits a reduction only for unpaid loans and unequal gifts. It does not reach rental income, sale proceeds, or the broader universe of informal financial dealings the trial court had folded into its twenty-year audit. The provision's language was plain, and the evidence showed Jean was focused specifically on unpaid loans when she wrote and later restated the trust. That left no ambiguity to interpret.

The more pointed part of the opinion addresses why this mattered so much. The court noted that if Mark and Michael had genuinely engaged in misconduct in those property transactions, the trustee would have had a cause of action against them. But the trial court had already correctly found that any such claims were time-barred. The Court of Appeal held that the trial court could not use the equalization provision as a workaround: it could not achieve, through a twenty-year "equalization" accounting, the same result that a time-barred breach-of-fiduciary-duty claim would have produced. Because the equalization orders fell, the attorney fee award built on top of them fell too. The court affirmed the rest of the judgment, including the denial of the quiet-title claims and the removal of Mark and Michael as trustees, and sent the case back for further proceedings.

Why this Case Belongs in a Drafting File

Two lessons stand out, and both are ones worth building into how you draft and later defend an equalization or hotchpot clause.

First, courts will read these clauses narrowly, not functionally. A clause that lists "unpaid loans" and "unequal gifts" will be read to mean exactly that, even after decades of family conduct that looks, informally, like a much broader running account. If a client's actual intent is to true up rental income, property use, below-market sales, or any other benefit one child received at another's expense, the clause needs to say so. A drafter who wants a true "hotchpot provision," one that sweeps in the informal financial reality of how families actually behave, has to enumerate that reality or use deliberately broad catch-all language tied to the trustor's overall intent. "Loans or gifts" will not stretch to cover it later, no matter how sympathetic the facts.  

Second, an equalization clause is not a substitute for a timely claim. This is the sharper point. A beneficiary, or a trustee acting for the beneficiaries, cannot let a breach-of-fiduciary-duty or elder-abuse claim go stale and then recover the same ground by recasting the same transactions as an equalization adjustment. If the underlying claim is time-barred, a court will not let an accounting theory function as its replacement. That cuts both ways for drafting: a broadly worded equalization clause is not a way to build in a permanent, limitations-proof audit right, and a client relying on one for that purpose is relying on something the clause cannot deliver.

The opinion is Sandford v. Sandford, Nos. G064699 and G065223 (consolidated), Cal. Ct. App., Fourth District, Division Three, filed and certified for publication September 2, 2026, on appeal from the Orange County Superior Court. 

Because the opinion is only days old as of this writing, it's worth checking the docket before citing it for whether a petition for review has been filed with the California Supreme Court.

Monday, September 21, 2026

Daily Wellness Check-In Services for Aging in Place: A Practical Guide to the Expanding Options


*The image is a Grok-AI generated image and does not depict a specific service/product

One of the most common and persistent worries for families supporting an older adult who lives alone is simple: “Is she okay today?” Traditional solutions have long included phone trees among siblings, neighbor agreements, or expensive monitoring systems. In 2026, a growing category of relatively low-cost daily wellness check-in services has emerged to address this specific need.  
Two of the newer entrants, AloneAssist and CheckWellCall (also referred to as Check WellCare), illustrate both the promise and the variety within this space.

AloneAssist offers a conversational AI phone call each morning, a written summary for the family, and Care Circle notifications if the call is missed for a modest $14.99 per month. CheckWellCall provides scheduled automated wellness calls with alerts only when something appears wrong, and higher-tier plans allow multiple check-ins per day.  These two services are useful entry points for understanding a broader set of tools now available. The category ranges from simple press-1 confirmation systems to more sophisticated AI conversational companions. None of them replace medical alert systems, fall detection, or hands-on care. Used thoughtfully, however, they can reduce caregiver stress, create helpful daily structure, combat isolation, and provide an earlier signal when something is amiss.
Check-in Services for Aging in PlaceDaily check-in services sit in a practical middle ground among the array of Aginging-in-Place Planning tools and devices. They are less intrusive than continuous sensor monitoring and less demanding than requiring family members to call every day. For many older adults, a predictable phone call feels relational rather than surveilling. For adult children, especially those living at a distance,  the services convert vague daily anxiety into a clearer signal: either the check-in occurred normally, or an alert requires follow-up. These tools work best as one layer in a broader support system that may also include medical alert devices, selective smart-home technology, paid caregivers, and clear family communication protocols.Comprehensive Comparison of Current Options
The table below summarizes the main services available in mid-2026. Pricing and features can change, so families should verify current details directly.
Daily wellness check-ins are not one product. Some are a text. Some are an app tap. Some are an AI phone call. Some are a sheriff’s office calling for free. Match the method to the person,  and do not pay a consumer price for a program that is supposed to be a public service.

Service How it checks in Who pays / typical cost Best for
ConfirmOK Automated phone check-in licensed to police/sheriff departments Agency pays; free to the resident where offered. Not a ~$13–15 household plan. Seniors in a county that has bought the platform
Local “Are You OK?” / R U OK? Municipal telephone reassurance; missed call can dispatch deputies Usually free Ask the sheriff or senior center first
AloneAssist AI conversational morning call; family dashboard; Care Circle alerts About $14.99/mo or $120/yr Families who want a call plus a written summary
Verocall Daily well-being call (press-1 or conversational bot) About $19/mo; trial available Landline-friendly scheduled calls
ElderVoice AI companion and check-in calls About $19/mo advertised for a weekly plan (confirm daily pricing) Companionship plus a missed-call alert
Meela (companion calls) AI phone companion / check-in Reported near $40/mo; confirm current quote Conversation-first check-ins. 
MilaCare AI daily voice check-in; family alerts Early access; confirm U.S. price s publishes are EU Emerging voice option (EU hosting noted on site)
GoodMorningBuddy Daily personalized SMS from an AI “friend” Confirm current price Texters who will not take a call
CheckinBee Daily text; reply YES/OK; care-circle alert if silent Consumer plan plus a professional dashboard for agencies Simple SMS; no app on the senior’s phone
CheckIn More App tap on a schedule; alerts by email/text/call Free (1 check-in, 1 contact); Plus $6.99; Premium $19.99 Seniors comfortable with an app; unlimited contacts on paid plans
I’m Still Okay Daily email with a confirm button Free Email users only; no dispatch. Small indie service.
Still Safe  App: scheduled check-ins, safety timers, SOS Free tier; premium about $2–4/mo Timers for “I’m going out — if I don’t close this, alert someone.” 
Snug Safety App tap; missed check-in texts contacts; Dispatch can request a welfare check Free tap-and-alert; Dispatch about $12.50–$20/mo Smartphone users; paid plan if family cannot be the backup
CheckWellCall Scheduled AI voice wellness call; family notified if something is wrong Confirm current consumer/organization pricing A set daily call without a new device
Note: These are not medical-alert pendants and they do not replace 911. Pair a check-in with a passive fall-detection watch or pendant if the risk is a fall that may keep the person from answering the phone.
How These Services Differ in Practice

•Scheduling: Most services are routinized rather than random. AloneAssist centers on a consistent morning call. CheckWellCall and several others allow families to choose preferred times and, in some cases, multiple daily contacts. Consistency generally works better for older adults than unpredictable outreach.

•Depth of Interaction:  

    • Press-1 or basic confirmation services (IAmFine, ConfirmOK) simply verify that the person answered.
    • Conversational AI services (AloneAssist, Verocall, Callie Care, and others) attempt a short dialogue and can surface mood or concerning comments in summaries.
    • Text-based options remove the need for a phone conversation entirely.
•Family Coordination:  AloneAssist stands out for its shared Care Circle dashboard. Several other services notify multiple contacts, but the quality of shared visibility varies. Families should ask specifically how alerts and summaries are distributed.

•What None of Them Do:  These are not emergency response systems. They do not replace a medical alert pendant or fall-detection device, nor do they provide continuous monitoring or clinical oversight. A missed check-in prompts human follow-up, not automatic dispatch of help.
Practical Ways to Deploy These Tools

•Long-distance Adult Children:  A daily conversational service such as AloneAssist or a flexible option like CheckWellCall can reduce the pressure to call every morning. Pair it with a medical alert system so that both routine wellness and true emergencies are covered.

•Local family with rotating responsibilities:  A service that supports multiple notification recipients helps prevent the “who was supposed to check today?” problem. The daily call becomes a shared signal rather than one person’s burden. 

•Older adult with mild cognitive changes:  A consistent, predictable daily call can reinforce routine. Families should monitor whether the person answers reliably and whether the conversation remains appropriate. In some cases, a simpler press-1 service may be less confusing than an open-ended AI dialogue. 

•Hybrid household (paid caregivers + family):  The check-in service can serve as an independent verification layer. Caregivers and family members receive the same alerts, improving coordination without requiring constant cross-checking.

Important Cautions
  • Review privacy policies and data practices carefully.
  • Involve the older adult in the decision so the service feels supportive rather than imposed.
  • Test during any available trial period.
  • Treat these tools as one layer, not a complete safety net.
  • Be prepared to adjust or discontinue if the calls become stressful or confusing for the older adult.
Closing Perspective

AloneAssist and CheckWellCall are useful examples of a rapidly developing category of low-to-moderate-cost daily wellness check-in services. Alongside longer-established options such as IAmFine and a range of newer AI and text-based alternatives, families now have more choices than they did even a year or two ago. 

The right tool depends on the older adult’s preferences, cognitive status, comfort with technology, the family’s geographic spread, and the desired balance between simplicity and richer interaction. When selected thoughtfully and combined with appropriate emergency-response measures, these services can meaningfully reduce caregiver stress while supporting an older adult’s ability to remain at home with greater confidence and connection.

As with most aging-in-place technology, the goal is not perfection. It is a practical, sustainable system that provides earlier information and shared peace of mind.