If you recently lost a loved one and discovered a recent or last-minute change in the beneficiary designated under their life insurance policy, it can be very upsetting. If you belief the change is suspicious, let us help. As people age, they become more vulnerable to being taken advantage of by others. If your loved one made the unexpected beneficiary change due to undue influence or duress, we can help you challenge it. Below are a few steps you should take:

  • Contact The Legacy Lawyers for guidance. We can help you investigate the circumstances surrounding the beneficiary designation change and determine if you have a valid objection.
  • Request a copy of the insurance policy, the original beneficiary designation, the changed designation and any written communication that relates to the request to change the designation.
  • Gather medical records regarding the mental state of your loved one at the time the designation change was made.
  • Look for evidence demonstrating the type of relationship between the new beneficiary and the deceased.

We can help you determine if your loved one was the victim of undue influence and, if so, assist you with proving that undue influence resulted in the change being made. If you are able to prove your allegations, the court may rule that the changed beneficiary designation is invalid and unenforceable. To set your appointment right away with the estate litigation attorneys at The Legacy Lawyers, please call us at: (714) 963-7543. You will not get the “typical law firm” feel from our office. We are different. Our systems are designed to save you time, to save you money, and to put you in control. At The Legacy Lawyers we are dedicated to your peace of mind.