Undue Influence in Texas is usually brought up in the context of contesting a will. However, any document that was signed because the person signing the document was being unduly influenced can be set aside. Things like wills, deeds, survivorship accounts at banks,etc.
The burden of proof is upon the person claiming undue influence. To set aside an instrument based on undue influence, the party claiming undue influence must prove (1) the existence and exertion of an influence; (2) the effective operation of such influence so as to subvert or overpower the mind of the property owner at the time the instrument was executed; and (3) the execution of an instrument that the property owner would not have executed but for such influence. If there is a formal or informal fiduciary relationship between the person signing and the beneficiary of the document, the burden may shift to the beneficiary. 09-17-00203.
By Robert Ray a Texas inheritance attorney. The foregoing information is general in nature and does not apply to every fact situation. If you are concerned about Texas inheritance laws, inheritance rights, probate limits, have a family inheritance dispute, a property dispute or want to know the reasons for contesting a will or protecting a will from a contest and need an inheritance lawyer, we can help. Please click on the “Contact Us” tab above and use the contact form to contact us today. We are Texas inheritance lawyers and would love to learn about your case. There is no fee for the initial consultation.
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