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Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud

Kendall Maddox · Dec 3, 2019 ·

This week I’m sharing a blog from the office of Mike Wakshull, a forensic document examiner. I’ll be sharing blogs from Mike Wakshull in this space from time to time.

Now, here’s the blog from Mike Wakshull:

Blog Author: Mike Wakshull, MS, CQE, CISA, PMP

You see an unfamiliar signature on a will or trust that was allegedly signed by a deceased relative. You suspect the signature on a trust or will is not legitimate. There are steps you can take before engaging the expense of hiring a forensic document examiner to determine whether the signature is legitimate.

Many people’s signatures change over time due to age-related problems, changes in health, injury, and other causes. Some people’s signatures are virtually identical over time. To determine the consistency of the person’s signature, collect 15 or more signatures written by the deceased relative within two or three years of the signature in question. These signatures should span the date of this signature. This shows whether the person’s signature is consistent or has changed.

Read more: https://www.aaepa.com/2019/12/reasons-an-estate-plan-could-be-challenged-part-3-fraud/.

 

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Kendall Maddox
Kendall Maddox
Mr. Kendall Maddox’s law practice is focused in the area of estate planning law and other estate and financial planning related areas. He is the founder of the law firm Kendall Maddox & Associates, Attorneys and Financial Planners. Mr. Maddox is a member of the American, Alabama and Birmingham Bar Associations and the Sections of Real Property, Probate and Trust Law and Taxation Law of the American and Alabama Bar Associations Read More!
Kendall Maddox
Latest posts by Kendall Maddox (see all)
  • Reasons an Estate Plan Could Be Challenged: Part 4 – Lack of Testamentary Capacity - December 10, 2019
  • Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud - December 3, 2019
  • Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence - November 26, 2019

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