Take These Steps After a Suspicious Change to Beneficiary Designation

Discovering that your loved one changed a life insurance policy beneficiary designation in an unexpected or unusual manner can be very upsetting for family members and loved ones. In some cases, the new beneficiary may have exerted undue influence in order to convince your loved one to make the change. Proving this, however, can be challenging. For this reason, it is crucial to take the following actions:

  1. Consult with an experienced estate litigation attorney in San Diego as soon as possible. Your attorney can help you to assess whether a claim is viable, as well as assist you in gathering the proper evidence for your claim.
  2. Furthermore, Obtain copies of the insurance policy, the original beneficiary designation, and the changed designation.
  3. Additionally, Gather copies of written communication that relate to the change in the designation.
  4. Also, obtain medical records and other evidence that speak to the mental state of your loved. This must be specifically one at the time the change was made.
  5. Lastly, gather evidence that indicates the type of relationship and the dynamic between the new beneficiary and your deceased loved one.

Understanding whether undue influence existed can be difficult for those inexperienced in this field of the law. Our article, “Undue Influence in California: Was Your Loved One a Victim?,” provides a helpful overview to assess whether it may have taken place in your matter. If you are able to prove that undue influence took place, you may be able to have to the changed beneficiary designation invalidated.

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Beneficiary (noun):

A person who benefits from a trust, will, or life insurance policy. This includes heir, heiress, inheritor, legatee; recipient, receiver, payee, donee, assignee; devisee, grantee.

Litigation (noun):

Litigation is the act or process of bringing a lawsuit to enforce a particular right. This can include Will contests, Trust Litigations, and Probate Litigation.

Related Links:

Proving Undue Influence

Life Insurance Beneficiary Disputes

 
Scott Grossman

Scott Grossman

Attorney

The Grossman Law Firm, APC · 525 B Street, Suite 1500, San Diego, CA 92101 · (951) 523-8307