Financial abuse of elderly individuals can go undetected until after their passing. The signs might emerge during the probate process when suspicious changes to wills or unusual financial transactions come to light.
Pennsylvania law protects elderly individuals from financial abuse. It also provides legal means to challenge an estate based on suspected abuse. Swift action remains crucial to protect both the deceased’s wishes and their beneficiaries.
Remain vigilant for signs of financial elder abuse
Before pursuing legal action, you need to identify clear indicators of potential financial abuse. Some red flags include:
- Sudden will changes: If an elderly person who makes sudden modifications to their estate plan, this may signal that an outside party influenced the decision
- Unusual banking activity: Large withdrawals, new accounts or significant transfers occur without clear explanation or benefit to the elderly person
- New relationships: Previously unknown individuals gain quick access to finances and show excessive interest in the elder’s assets
- Isolation tactics: Someone prevents family members from visiting or communicating with their elderly relative
- Missing valuables: Personal property, jewelry or important documents disappear without explanation
Keeping an eye out for these warning signs can help build a stronger case when challenging an estate.
Steps to challenge an estate in Pennsylvania
Understanding the legal process helps you prepare for challenging an estate if you suspect abuse. Consider these essential steps for building your case:
- Gather financial records and documentation
- Collect medical records showing mental state
- Identify and interview potential witnesses
- File a formal complaint within legal deadlines
- Seek representation from an estate attorney
Taking action against suspected financial elder abuse can protect vulnerable seniors and help preserve their true wishes for asset distribution. Contact an experienced estate litigation attorney to review your case and understand your legal options in Pennsylvania.