Undue influence is one of the most common—and challenging—grounds for contesting a will or estate plan in Pennsylvania. It refers to situations where someone exerts excessive pressure or manipulation on a testator (the person making the will) to sway their decisions unfairly. Whether you’re considering contesting a will or defending against such a claim, understanding undue influence is critical.
What Is Undue Influence?
Undue influence occurs when an individual uses coercion, manipulation, or deception to overpower the free will of the testator, causing them to create or change a will in a way that benefits the influencer unfairly.
How Does Pennsylvania Law Define Undue Influence?
In Pennsylvania, courts look for evidence that the testator’s intent was overpowered by the influencer, and that this influence directly caused the contested provisions in the will. It is not enough to show that the influencer had some degree of persuasion—there must be proof that the testator’s free will was destroyed.
Common Signs of Undue Influence
- The testator was isolated from family or advisors.
- The influencer had a confidential or fiduciary relationship with the testator.
- The will or estate plan changes significantly and unexpectedly.
- The influencer actively prevented the testator from seeking independent legal advice.
- The testator was vulnerable due to age, illness, or mental capacity issues.
How to Prove Undue Influence in Court
Proving undue influence requires strong evidence, which may include:
- Testimony from witnesses familiar with the testator’s state of mind.
- Medical records indicating cognitive decline.
- Correspondence or recordings showing manipulation.
- Expert opinions, such as from geriatric psychiatrists or handwriting analysts.
Defending Against Claims of Undue Influence
If you are defending a will or estate plan against undue influence claims:
- Demonstrate the testator’s capacity and independent decision-making.
- Show that proper legal formalities were followed.
- Provide evidence of the testator’s consistent intentions over time.
- Highlight the absence of suspicious circumstances surrounding the will’s execution.
Why Early Legal Advice Matters
Undue influence claims are fact-intensive and often hinge on subtle details. Engaging an experienced Pennsylvania estate litigation attorney early can help preserve evidence, protect your rights, and develop a strong strategy—whether you are contesting or defending.
Undue influence cases in Pennsylvania require careful analysis and skilled advocacy. If you suspect undue influence or are facing such allegations, professional legal guidance is essential to navigate this complex area of estate law.
