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Estate planning offers are everywhere – on television, on the internet, through phone solicitations, and even through in-person presentations (albeit less so with the COVID-19 pandemic). So how do you ensure that your intentions are captured in your estate planning documents and no one is taking advantage of you? For starters, avoid the following prevalent estate planning scams.
1. Cold Calls Offering to Prepare Estate Plans
Telemarketers and scam artists have infiltrated virtually every industry, and the legal field is no exception. These calls and emails frequently mirror those from “long lost relatives” who have had their wallets stolen and are stranded in a foreign country. Promises of providing for and protecting loved ones are common ways for scam artists to entice individuals, particularly the elderly, to pay a fee in exchange for estate planning documents. Any cold call from an individual requesting funds b