When a loved one experiences loss, the primary concern is naturally to care for their emotional well-being. Still, you need to be aware of potential threats to their financial security. Unfortunately, some individuals see grief as an opportunity to manipulate estate plans, often through undue influence.
Undue influence occurs when someone uses manipulation, coercion or deceit to influence another person’s decisions, usually for their own financial gain. Grieving or vulnerable older adults may be more susceptible to manipulation.
Exploiting your loved one’s vulnerability for their own benefit
Here are common tactics estate predators use:
- Isolating the grieving: They may limit contact between you and your loved one. This makes it easier to control the flow of information and exert influence.
- Using flattery and false promises: They might shower the grieving person with attention and affection. They may offer to “take care of everything” while secretly manipulating them into making changes to estate plans or financial accounts.
- Taking advantage of confusion and grief: They may pressure your loved one into signing documents or making financial decisions they may not fully understand or would not agree to under normal circumstances.
Potential exploiters can come from various circles in your mourning loved one’s life. They might include family members acting out of greed, caregivers who feel they deserve more or even strangers who use deception to access the estate.
In Florida, as in many states, courts may invalidate wills or trusts created under undue influence. This situation often leaves a legacy of conflict and disappointment instead of the intended peace and security.
Take legal action immediately
In the face of grief, one might not recognize potential threats in their vulnerable state. If you suspect undue influence or any form of exploitation, you can pursue estate litigation in Florida. A dedicated attorney can assist you in your fight to uphold your loved one’s true wishes.