The Expert Podcast

• Are your relatives stealing money from you and you don't even know it? This episode delves into the disturbing world of probate fraud.
• Probate fraud involves the improper diversion of assets within a family after the passing of a loved one. Learn how this deception unfolds and what steps you can take to protect your family's legacy.

• Probate fraud occurs when family members succumb to the temptation to seize assets that rightfully belong to others.
• Even before a person's passing, some relatives may begin peeling off assets early, especially if they anticipate inheriting them eventually.
• This fraud can take various forms, from forging checks to changing deeds, all with the aim of diverting assets away from their intended beneficiaries.

• The probate process is a formal legal procedure for distributing a deceased person's assets.
• Executors of the estate, tasked with distributing assets according to the will, may sometimes act improperly to benefit themselves or others.
• Executors may not be aware of all assets, leading to discrepancies between the will's contents and the actual estate.
• Family members closest to the decedent are often the most suspect, as they may have easier access to manipulate documents or assets.

• Discovering probate fraud isn't just about recovering lost assets; it's about understanding the dynamics within your family.
• Honoring the deceased person's wishes is paramount. Allowing someone to disregard those wishes is an insult to their memory and legacy.
• Probate fraud can have significant financial implications for all beneficiaries, affecting their financial stability and future.

• Conduct a thorough asset search to ensure all assets are properly accounted for.
• Communicate openly with aging family members to understand their assets and intentions.
• After a loved one's passing, remain vigilant and conduct due diligence to ensure assets are distributed as intended.
• Preventing probate fraud is not just about protecting your own interests but also upholding the integrity of your family's legacy.

• Don't underestimate the value of seemingly insignificant assets, and don't let probate fraud go unaddressed.
• By taking proactive steps to prevent fraud and uphold the wishes of the deceased, you can protect your family's financial and emotional well-being. Or visit at ActiveIntel.com for additional resources.