Legal Excellence From A
Hometown Firm

Signs of undue influence in your loved one’s estate plan

On Behalf of | Jul 12, 2024 | Estate Planning

Creating an estate plan is a significant step that involves careful thought and consideration. However, when undue influence occurs, it can disrupt this process, leading to decisions that do not truly reflect the person’s wishes. In North Carolina, it’s crucial to recognize the signs of undue influence to protect your loved ones and their intentions for their estate. 

Sudden changes in estate plans

One of the most alarming signs is when a person makes sudden, unexplained changes to their estate plan, especially if these changes benefit one person disproportionately. If your loved one has always expressed certain wishes for their assets but abruptly decides differently without a clear reason, this might indicate undue influence.

Isolation from family and friends

Watch for situations where your loved one becomes isolated from family and friends. If a new individual enters their life and begins restricting visits or communications, this person could be attempting to exert control over your loved one’s decisions, including those related to their estate. Isolation can prevent others from noticing the influence and intervening.

Unusual financial transactions

Keep an eye on your loved one’s financial activity. If you notice unusual transactions that your loved one cannot explain, or if money starts to flow to a new “friend” or caregiver, this could be a sign of manipulation. These transactions often occur under the guise of gifts or loans influenced by someone looking to benefit from the estate.

Changes in behavior or mood

Significant changes in your loved one’s behavior or mood can also indicate undue influence. If they appear more anxious, fearful, or depressed, especially after visits from a particular person, they may be experiencing pressure regarding their estate planning decisions. Emotional and psychological changes are often subtle clues that something is not right.

Over-reliance on a particular person

If your loved one starts relying heavily on someone for decisions that they used to make independently or with family advice, be cautious. This over-reliance can manifest in the person accompanying them to all appointments, speaking for them, or becoming overly involved in the estate planning process.

Recognizing the signs of undue influence in estate planning is crucial to protecting your loved one’s interests and ensuring their true wishes are carried out. If you notice any of these warning signs, it’s important to reach out and offer support, ensuring that their estate plan reflects their genuine intentions without external pressure. Being proactive and attentive can make a significant difference in safeguarding your loved one’s assets and wishes.