When a loved one creates an estate plan, it’s meant to reflect their true wishes. However, sometimes others may improperly influence them, leading to unfair distributions. Recognizing signs of undue influence can help protect your loved one’s intentions and ensure fairness.
Sudden changes in the estate plan
If your loved one makes unexpected changes to their will or other estate documents, this could be a warning sign. Especially if these changes greatly benefit one person over others without a clear reason. Pay attention if the changes occur shortly before their passing or during times when they are vulnerable.
Isolation from family and friends
An influencer may try to isolate your loved one from others. This can include limiting visits, phone calls, or other forms of communication. Isolation makes it easier for someone to control decisions without interference from those who have your loved one’s best interests at heart.
Unusual involvement of a specific person
If someone new becomes heavily involved in your loved one’s personal or financial matters, it may raise concerns. This could be a caregiver, neighbor, or distant relative who suddenly takes on a significant role. They might start managing finances or handling important documents without a clear need.
Changes in behavior or mental state
Notice if your loved one shows signs of confusion, forgetfulness, or sudden shifts in mood. Cognitive decline can make them more susceptible to influence. Be aware if the influencer is always present during conversations or tries to prevent private discussions.
Financial decisions that don’t make sense
Unusual bank withdrawals, transfers, or spending may indicate someone is taking advantage. Large gifts or loans to a particular person without explanation can be a red flag. Keep an eye on financial statements if possible, and look for patterns that seem out of the ordinary.
Pressure or secrecy around legal documents
If your loved one seems anxious or secretive about their estate plan, or if someone is pressuring them to sign documents quickly, this may be a sign of undue influence. Be cautious if the influencer arranges for documents to be signed without including trusted family members.
Recognizing the signs of undue influence is crucial to protect your loved one’s true intentions. By knowing what to look for, you can help ensure their estate plan reflects their genuine wishes. Being proactive can safeguard their legacy and maintain fairness for everyone involved.