[header] How to defend against a claim of undue influence in estate planning [title] Read the complaint or other court documents. [step] When someone wants to challenge an estate plan, they file a petition or complaint in court. This person is typically called the " contestant.
[header] How to defend against a claim of undue influence in estate planning [title] Read the complaint or other court documents. [step] When someone wants to challenge an estate plan, they file a petition or complaint in court. This person is typically called the " contestant.
" you should be served with a copy. Read the document to understand the substance of the undue influence allegation. " you can download some of these documents at :. [substeps] Generally, the person acting as the contestant is the other person who possesses the power and authority to contest the will. " the petition or complaint asks the court to do " what the judge ordered. " it is then filed with the court. " it is meant to challenge the will, but it may also explain how the plan has been exploited, and what appeals were made. [substeps] Identify the person's role in the will.