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How can I recognize undue influence in an estate plan?

If you have an elderly loved one, it is likely that you will want to ensure that they have all of their affairs in order. You probably won't want to ask too many questions about their estate plan for fear of intruding. But it is normal to have concerns about the way that they are managing their estate.

You may also have concerns that another family member or someone close to your loved one is manipulating them in order to get a portion of their estate as an inheritance. Your loved one might be particularly vulnerable to this type of manipulation if they suffer dementia, are mentally unstable or if they live alone. It is important that you observe the situation and look out for the warning signs of undue influence before taking any action.

What are the key signs that could point to undue influence?

Manipulative and coercive people who want to make a personal gain from an estate often try to isolate the estate owner from their family and friends. They often do this so that they can maximize the influence that they have and so the estate owner is not subjected to contrasting opinions.

Additionally, they may try to take advantage of people who are especially lonely, or who are suffering due to their degrading health. It is important that you are aware of anyone that enters your loved one's life when they do become more vulnerable.

If you believe that a person is trying to unduly influence a will in the state of New York, it is important that you understand how you can take action.

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