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probate Archives

How do you prove a loved one was the victim of undue influence?

One of the most common reasons that family members contest a loved one's estate plan after they die is that they believe they were subject to undue influence by someone who convinced, cajoled or tricked them into changing the terms of their will or other documents. Often the alleged influencer is a boyfriend or girlfriend, a caretaker, a business manager or someone who only recently came into that person's life.

Transfer on death accounts and estate planning

Good estate planning involves more than drafting a will, trust and other legal documents. People can also take steps with their various accounts to ensure that they're easily transferred to their designated beneficiaries upon their death (once the financial institution receives the death certificate). The beneficiary then becomes the owner of the account.

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