Estate planning can be complex and sensitive, especially for older family members in care homes. As our loved ones age, it is natural to worry about their well-being and the integrity of their final wishes. This is why it is important to understand how people might try to unfairly influence your family member’s decisions.
Undue influence happens when someone pressures a vulnerable person to make decisions that are not in their best interests. In retirement homes, this might mean staff or others pushing residents to change their wills or trusts. Here are five warning signs to look out for:
Sudden changes in the will
Pay attention if your older relative suddenly changes their will, especially if the changes benefit retirement home staff or the facility. These changes need closer scrutiny.
Keeping family away
Be concerned if the retirement home limits your visits or controls how you talk to your loved one. Your family member should be able to see and speak with you freely.
New “friends” in positions of trust
Be wary if a staff member or volunteer at the retirement home quickly becomes important in your loved one’s life, especially when it comes to financial matters.
Behavioral changes
Your loved one might be under pressure if they start keeping secrets about money, acting differently toward family or seeming scared around certain staff members.
Rapid decline in mental capacity
While some cognitive decline is normal with age, a sudden deterioration, especially around the time of changes to the estate plan, is worrying.
What you can do
Sometimes, undue influence can be subtle. If you notice these red flags, start documenting your observations immediately. It might be a good idea to talk to an experienced Florida estate planning attorney who can provide guidance on investigating and potentially challenging suspicious changes to wills or trusts.
Vigilance is key in protecting loved ones in retirement homes from undue influence. By familiarizing yourself with these warning signs and seeking professional legal advice when needed, you can help ensure that your family member’s true wishes are respected and their legacy remains intact.