Elders, dependent adults, and incapacitated individuals are typically among those most vulnerable to undue influence.
They may experience declining cognition, limited mobility, dependence on others for basic everyday needs, or difficulty protecting themselves and their assets from manipulation.
In general, the more vulnerable a person is, the more likely they are to depend on others and have difficulty recognizing or resisting improper influence. For this reason, families of vulnerable individuals should stay informed about their finances, transactions, and the people involved in their lives.
When an individual’s condition has significantly declined or is expected to do so, loved ones may also consider additional safeguards, such as establishing a power of attorney or seeking a conservatorship. Keep in mind, however, that mental capacity is required to make a power of attorney.
