Tennessee laws dictate how you write and observe an estate plan. By following the law, you can circumvent any potential issue you may have with the passing down of assets, money and so on.
Or so things go when there is no interference. Unfortunately, there are some instances in which a third party does interfere. This throws everything you knew about your loved one’s estate plan into question.
Looking for changes to estate plans
According to The American Bar Association, undue influence is an act involving a manipulator and victim. In this case, the victim is the one to whom the estate plan belongs and the manipulator wants them to change it in a way they find beneficial. In most cases, the manipulator is attempting to have themselves or a close relative added as a beneficiary. This way, they gain a portion of assets. They may also try to get other family members removed if they are already listed as beneficiaries. As such, sudden changes to beneficiaries can be a warning sign.
Knowing classic tactics of manipulation
Watch out for your access to your loved one, too. Manipulators often try to make themselves the sole system of support for their victim through isolation tactics. If you feel you have not seen your loved one in some time, insist on seeing them no matter what excuse their caretaker gives.
Also, always pay attention to how much control the caretaker has over your loved one’s life. It is normal for caretakers to oversee some aspects. But what if they are handling every appointment? What if they oversee all scheduling matters, medication, and even finances? This could be more than just a busybody worker biting off more than they can chew. Follow up on your suspicions if you have any and contest the estate plan if need be.