Pamela J. Black wrote an article in which she discusses issues that arise when a person makes changes to a will or estate plan when the person is near death under circumstances that might lead to charges of undue influence. The article states,
A classic element of procurement of the will by someone who stands to benefit from it “is the situation where the child takes the parent to the child’s lawyer or a new lawyer and says, ‘Mom needs a new will, . . . That person presumably has benefited from the change and literally walked mom down the lawyer, who being new to the client won’t know something’s up.”
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