top of page

Can You Sue For Elder Financial Abuse In West Covina?

  • Dec 8, 2021
  • 3 min read

Updated: Dec 8, 2022

A Quick Guide To Financial Abuse Protections Under California Elder Laws


Seniors and vulnerable adults are unfortunately common targets for financial exploitation. It's much worse because the perpetrators are frequently individuals they trust. Not only can financial abusers steal from them, but they might even try to influence the elderly victim to change their will and cause undue influence.

Here's a quick guide to elder financial abuse, as often handled by our prescreened West Covina Elder Abuse Attorneys in California.


estate planning attorney california

There is no end to the types of financial abuse that can be perpetrated against dependent and elderly people. If you suspect you or someone you know has been a victim of elder abuse, contact our prescreened West Covina Elder Law Attorneys to prevent additional abuse and reclaim any lost property.

What Is Elderly Financial Abuse?


Financial abuse is defined differently in each jurisdiction. However, it means that someone in a position of trust or confidence takes advantage of, controls, steals, or uses fraud to get the assets of a vulnerable adult for their own benefit.


Elders, often known as senior citizens in California, are people aged 65 and up. Dependent adults, on the other hand, are adults between the ages of 18 and 64 who have physical or mental problems that make it hard for them to do everyday things to protect themselves from financial abuse.


estate planning attorney west covina

Any physical abuse, financial abuse, neglect, abandonment, isolation, abduction, or purposeful infliction of harm, pain, or mental anguish on someone recognized as an elder is considered elder abuse in California.


That said, if you need to pursue claims on the grounds of elder abuse, you'll need to help of a skilled, prescreened West Covina Elder Law Attorney to help you. A lawyer can help you gather evidence, file the right paperwork, and meet important deadlines.

Bringing An Elderly Financial Abuse Claim


It's not uncommon for financial abuse to go undetected for months or even years. Elder financial abuse is sometimes only discovered after a victim has died, their will or trust has been read, or the title to their real estate has been gained.


Whether a claim of financial abuse can be brought depends on whether the victim is alive or dead. Here's a quick rundown of these scenarios:

1. When Victims of Financial Abuse Are Still Alive

The easiest way to pursue an elder financial abuse claim is to do it while the victim is alive. If the victim is competent, they can present proof to back up their claim and reap the benefits of successful litigation if they win.

A victim will not be required to bring their own claim unless they have a proxy with legal authorization to do so on their behalf. Conservators, power of attorneys, and trustees are examples of these proxies.

If a victim lacks a legal proxy and cannot file a financial abuse claim on their own, a family member or friend may apply for a conservatorship to file a claim on their behalf.

Of course, every case is different. To better understand how to pursue elder abuse claims in California, ask a prescreened West Covina Elder Financial Abuse Attorney.

2. When Victims of Financial Abuse Have Already Passed Away

Is there a beneficiary in a decedent's trust who is strange or unexpected? Did the decedent make any significant changes to their will or trust on their deathbed? Is it possible that an abuser defrauded your loved one of money or property before they died, leaving them penniless? It's possible that financial exploitation is to blame.


west covina estate administration attorney

Certain parties may be able to file a financial abuse claim to reclaim assets that were wrongfully taken from a deceased before they died. If they suspect financial abuse of a dependent or elder by undue influence, coercion, or fraud, family members or beneficiaries of a will or trust may file a will or trust dispute to invalidate some or all elements of the document.


For example, if a perpetrator used undue influence on a family member, they might be able to manipulate the testator to change their wills and take away some of the rightful beneficiaries' inheritance.

Family members, trustees, executors/administrators, and conservators are among those who may also be entitled to contest a will or trust based on financial abuse after the victim has died.

Again, your case might have specific complications not discussed in this guide. You can contact a West Covina Elder Abuse Lawyer to help you find the best legal options for you and your family.

1000Attorneys.com is a California Bar Association Certified Lawyer Referral Service that can refer you to an Estate Lawyer that's the best fit to handle your unique case. Contact us on our 24/7 lawyer referral hotline at 1-661-310-7999 or complete our inquiry submission form for a FREE INITIAL CONSULTATION.


HOME > BLOG > THIS POST✔︎

American Bar Association–Accredited and California State Bar–Certified Lawyer Referral and Information Service

Welcome to 1000Attorneys.com, a Lawyer Referral and Information Service certified by the California State Bar and nationally accredited by the American Bar Association.

 

Our role is to provide unbiased and impartial lawyer referrals to members of the public.

 

We operate independently from the attorneys who receive referrals and do not engage in pay-to-play or advertising-based rankings.

 

While we focus primarily on California employment law and personal injury matters, our referral services extend to many additional practice areas throughout the state.

 

Each referral is based on the legal issue presented, geographic considerations, and the attorney’s licensure status, experience, and professional standing.

 

We recognize that every legal matter is unique and aim to connect individuals with independently licensed attorneys suited to their specific needs.

 

Why Lawyer Referrals Matter

 

The California State Bar investigates thousands of complaints involving attorney misconduct each year.

 

Verifying licensure alone does not always provide sufficient insight into an attorney’s suitability for a particular legal matter.

 

As part of our referral process, we review publicly available licensure and disciplinary records and consider relevant experience in the practice area involved.

 

This due diligence is intended to help the public make more informed decisions when seeking legal representation.

 

Learn more about attorney discipline and public records here.

 

Our History

 

Since 2005, we have assisted Californians in locating qualified legal representation through a structured, regulated referral process.

 

We recognize the challenges individuals face when navigating legal advertising, promotional claims, and online directories.

 

Our service is designed to provide a neutral, reliable alternative focused on public protection and informed choice.

Attorneys in Our Network

 

Attorneys who receive referrals through our service are licensed in California, in good standing with the State Bar, and maintain professional experience in their respective practice areas.

 

Evaluation considerations may include:

 

  • Licensure status and disciplinary history

  • Relevant practice experience

  • Professional background and education

  • Client service and communication practices

  • Fee practices consistent with applicable rules

 

Participation in the referral service does not constitute endorsement, and hiring decisions remain solely with the individual seeking legal representation.

 

How to Request a Lawyer Referral

 

  1. Submit your legal issue online for review by our referral staff. Online requests are typically processed in under 10 minutes.

  2. Inquiries may also be submitted by email, with responses generally provided within one business day.

  3. You may contact our referral line at 661-310-7999. Referral agents are not attorneys and cannot provide legal advice.

California Bar Attorney Search
bottom of page