Undue Influence

Learn about undue influence in estate planning - how it affects wills and trusts, warning signs to recognize, and protective measures families can explore.

What are the warning signs of undue influence in estate planning?

Common warning signs include sudden changes to estate documents, isolation from family members, new relationships with significant financial benefits, and unusual secrecy around planning decisions. These situations may indicate that someone is improperly pressuring the person creating the will or trust, potentially compromising their authentic wishes.