{"id":6395,"date":"2026-10-30T08:52:30","date_gmt":"2026-10-30T08:52:30","guid":{"rendered":"https:\/\/trustcounsel.com\/resources\/trust-litigation-attorney\/what-are-the-three-elements-of-undue-influence\/"},"modified":"2026-11-04T00:38:24","modified_gmt":"2026-11-04T00:38:24","slug":"what-are-the-three-elements-of-undue-influence","status":"publish","type":"page","link":"https:\/\/trustcounsel.com\/resources\/trust-litigation-attorney\/what-are-the-three-elements-of-undue-influence\/","title":{"rendered":"Undue Influence Elements in Florida: A Plain Guide"},"content":{"rendered":"\n<div class=\"wp-block-cover alignfull is-dark chg-hero\" style=\"min-height:460px;aspect-ratio:unset;\"><span aria-hidden=\"true\" class=\"wp-block-cover__background has-background-dim-70 has-background-dim wp-block-cover__gradient-background has-background-gradient\" style=\"background:linear-gradient(90deg,rgba(32,36,46,1) 0%,rgba(32,36,46,1) 55%,rgba(32,36,46,0.7) 100%)\"><\/span><img class=\"wp-block-cover__image-background wp-image-6392\" alt=\"Wooden desk with legal papers, a pen, and eyeglasses in a quiet office.\" src=\"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/wooden-desk-with-legal-papers-a-pen-and-eyeglasses-in-a-quie-photo.jpg\" width=\"1376\" height=\"768\" srcset=\"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/wooden-desk-with-legal-papers-a-pen-and-eyeglasses-in-a-quie-photo-150x150.jpg 150w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/wooden-desk-with-legal-papers-a-pen-and-eyeglasses-in-a-quie-photo-300x167.jpg 300w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/wooden-desk-with-legal-papers-a-pen-and-eyeglasses-in-a-quie-photo-768x429.jpg 768w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/wooden-desk-with-legal-papers-a-pen-and-eyeglasses-in-a-quie-photo-1024x572.jpg 1024w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/wooden-desk-with-legal-papers-a-pen-and-eyeglasses-in-a-quie-photo.jpg 1376w\" sizes=\"(max-width: 825px) 825px, 100vw\" fetchpriority=\"high\" decoding=\"async\"\/><div class=\"wp-block-cover__inner-container has-global-padding is-layout-constrained wp-block-cover-is-layout-constrained\">\n<p class=\"chg-eyebrow has-base-color has-text-color wp-block-paragraph\" style=\"text-shadow:0 1px 3px rgba(0,0,0,0.6),0 0 18px rgba(0,0,0,0.35)\">Probate &amp; Trust Litigation | Coral Gables, Florida<\/p><h1 class=\"wp-block-heading has-base-color has-text-color\" style=\"text-shadow:0 1px 3px rgba(0,0,0,0.6),0 0 18px rgba(0,0,0,0.35)\">Undue Influence in Florida: A Plain Guide to the Elements<\/h1><p class=\"has-base-color has-text-color wp-block-paragraph\" style=\"font-size:clamp(0.875rem, 0.875rem + ((1vw - 0.2rem) * 0.769), 1.25rem);text-shadow:0 1px 3px rgba(0,0,0,0.6),0 0 18px rgba(0,0,0,0.35)\">Learn how Florida law approaches undue influence claims in wills and trusts, and how Trust Counsel, PL, a Coral Gables firm, can help you understand your options.<\/p><div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\"><div class=\"wp-block-button chg-cta chg-cta-call\"><a class=\"wp-block-button__link wp-element-button\" href=\"tel:+13057077126\">Book a free strategy call<\/a><\/div><div class=\"wp-block-button chg-cta chg-cta-form\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/trustcounsel.com\/contact\/\">Book a free strategy call<\/a><\/div><\/div>\n<\/div><\/div>\n\n\n<p class=\"wp-block-paragraph\" style=\"font-size:0.85rem;color:#6b7280;margin-bottom:1.5rem\">By Leslie V. Marenco \u00b7 Published October 30, 2026<\/p>\n\n<article lang=\"en\">\n\n\n<p><em>Responsible attorney: Leslie V. Marenco, Trust Counsel, PL, Coral Gables, Florida.<\/em><\/p>\n<p>Lawyers often test the claim with three questions. What are the three elements of undue influence? Questions about undue influence in a trust or estate dispute often depend on the specific facts and circumstances of each situation.<\/p>\n<h2>What does undue influence mean in a will or trust?<\/h2>\n<p>Ordinary persuasion is different. A parent who loves one child more, or who chooses to leave a gift to a helpful caregiver, has not necessarily been unduly influenced. The real question is whether another person&#8217;s pressure replaced the maker&#8217;s own choice. For a broader view of disputes like this, see our <a href=\"\/resources\/trust-litigation-attorney\/\">trust litigation overview<\/a>.<\/p>\n\n<div class=\"cta-dose-mid wp-block-group has-base-color has-accent-background-color has-text-color has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-32197852 wp-block-group-is-layout-constrained\" style=\"background-color:var(--wp--preset--color--accent,#20242e);color:var(--wp--preset--color--base,#ffffff);border-radius:8px;padding-top:1.5rem;padding-bottom:1.5rem;padding-left:1.5rem;padding-right:1.5rem;border-left:6px solid var(--wp--preset--color--cta,currentColor);box-shadow:0 2px 10px rgba(0,0,0,0.18)\">\n<p class=\"wp-block-paragraph\">If you&#x27;re worried a parent&#x27;s will or trust changed while they leaned on someone else, we can talk through the facts with you. Talk it through with Trust Counsel, PL &#8212; the first consultation is free, confidential, and carries no obligation.<\/p><div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\"><div class=\"wp-block-button chg-cta-call\"><a class=\"wp-block-button__link wp-element-button\" href=\"tel:+13057077126\">Get a free consultation<\/a><\/div><div class=\"wp-block-button chg-cta-form\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/trustcounsel.com\/contact\/\">Get a free consultation<\/a><\/div><\/div>\n<\/div>\n\n<figure class=\"wp-block-image size-large has-custom-border\"><img decoding=\"async\" src=\"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/close-up-of-legal-papers-and-a-pen-on-a-wooden-desk-illustra-photo.jpg\" alt=\"Close-up of legal papers and a pen on a wooden desk, illustrating Florida undue influence law.\" style=\"border-radius:8px;width:100%;aspect-ratio:16\/9;object-fit:cover\"\/><\/figure>\n<h2>What are the three elements of undue influence?<\/h2>\n<p>Each case turns on its own facts.<\/p>\n<p><strong>Susceptibility.<\/strong> Was the maker vulnerable when the document was signed? Someone who is elderly, seriously ill, dependent on another person for daily care, or weakened in mind or body may be susceptible. The focus is the maker&#8217;s condition on the signing date.<\/p>\n<p><strong>Opportunity.<\/strong> Did the other person have access to the maker and a real chance to shape the decision? Controlling visits, handling paperwork, or sitting in on meetings with the drafting attorney are examples of opportunity.<\/p>\n<p><strong>Actual exertion of influence.<\/strong> Did that person&#8217;s pressure produce a change the maker would not otherwise have made? A new beneficiary or a sharply altered share that matches the influencer&#8217;s interest, rather than earlier plans, is the kind of change courts examine.<\/p>\n<p>Other states word the test differently. Whether the elements are met turns on the facts of each case.<\/p>\n<h2>How the presumption and burden of proof work in Florida<\/h2>\n<p>The person challenging a will generally carries the burden. In a will contest, the proponent must first establish prima facie the will&#8217;s formal execution and attestation. After that, the contestant must establish the grounds for opposing probate (<a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0733\/Sections\/0733.107.html\">Fla. Stat. \u00a7 733.107<\/a>). The <a href=\"https:\/\/www-media.floridabar.org\/uploads\/2026\/10\/Probate-Rules-10-01-26.pdf#page=112\">Florida Probate Rules<\/a> state the same will-contest burden.<\/p>\n<p>A trust contest follows a similar rule. The contestant has the burden of establishing the grounds for invalidity (<a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.0207.html\">Fla. Stat. \u00a7 736.0207<\/a>).<\/p>\n<p>The presumption works differently. In any transaction or event to which the presumption of undue influence applies, it is a presumption shifting the burden of proof under \u00a7\u00a7 90.301-90.304 (<a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0733\/Sections\/0733.107.html\">Fla. Stat. \u00a7 733.107<\/a>).<\/p>\n<h2>Warning signs courts and attorneys look at<\/h2>\n<p>Warning signs are facts a court weighs. They are not proof on their own.<\/p>\n<ul>\n<li><strong>Dependence.<\/strong> The beneficiary handles daily care, housing, transportation, or money for the maker.<\/li>\n<li><strong>Isolation.<\/strong> Family and friends see the maker less often, and one person controls calls and visits.<\/li>\n<li><strong>Sudden change.<\/strong> The document departs sharply from prior plans, with no clear explanation.<\/li>\n<li><strong>Presence.<\/strong> The beneficiary is in the room when the document is discussed, drafted, or signed.<\/li>\n<\/ul>\n<p>A <a href=\"https:\/\/courts.ca.gov\/sites\/default\/files\/courts\/default\/2024-12\/undueinfluence.pdf\">California Courts guide<\/a> lists similar circumstances, including physical dependency and the influencer&#8217;s involvement in executing documents. California law differs from Florida law, so use it only as a general picture. For the records that support each element, see our guide to <a href=\"\/resources\/trust-litigation-attorney\/what-evidence-do-you-need-to-prove-undue-influence\/\">evidence needed for undue influence<\/a>.<\/p>\n<h2>How the elements are tested in a Florida trust dispute<\/h2>\n<p>Each element usually needs its own support. Courts look at medical and care records, bank and transfer records, prior estate plans, and witness accounts. A <a href=\"https:\/\/www.flcourts.gov\/content\/download\/2483749\/file\/9.%20I.%20Fraud%20Memo%20-%20crm%20edits%2010-14-24%20-%20updated%2010-15-24-dwm%20-%20Accessible.pdf\">Florida Courts memorandum on fraud and undue influence<\/a> notes that these cases can be difficult to win. For how these elements are built in a contest, read <a href=\"\/resources\/trust-litigation-attorney\/how-to-prove-undue-influence-in-a-trust\/\">how to prove undue influence in a trust<\/a>.<\/p>\n<p>Timing matters. A will contest cannot be commenced before the testator&#8217;s death (<a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0732\/Sections\/0732.518.html\">Fla. Stat. \u00a7 732.518<\/a>). The statute does not bar a guardian of an incapacitated settlor from bringing that action (<a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.0207.html\">Fla. Stat. \u00a7 736.0207<\/a>).<\/p>\n\n<figure class=\"wp-block-image size-large has-custom-border\"><img decoding=\"async\" src=\"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/a-yellow-house-with-white-trim-on-a-quiet-residential-street-photo.jpg\" alt=\"A yellow house with white trim on a quiet residential street in St. Augustine, Florida.\" style=\"border-radius:8px;width:100%;aspect-ratio:16\/9;object-fit:cover\"\/><\/figure>\n<h2>If you are concerned about a document you have seen<\/h2>\n<p>You may be watching a parent change, or you may have just learned about a new will or trust. You may also be worried about a relative&#8217;s care. That is a hard place to stand, and you don&#8217;t have to sort out the legal test alone.<\/p>\n<p>Our free first consultation is confidential and carries no obligation to continue. Call (305) 707-7126 or reach out through our <a href=\"https:\/\/trustcounsel.com\/contact\/\">contact page<\/a> to talk through the facts.<\/p>\n<p>Our only office is in Coral Gables, Florida. We serve clients in Fort Lauderdale, Boca Raton, West Palm Beach, Doral, Kendall, Pinecrest, Key Biscayne, and Aventura. The firm advises and represents trustees, personal representatives and beneficiaries.<\/p>\n<h3>Frequently asked questions<\/h3>\n<p><strong>What are the three elements of undue influence?<\/strong><\/p>\n<details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>Who has the burden of proof in a Florida will contest?<\/summary><p class=\"wp-block-paragraph\">In a will contest, once the proponent of the will establishes prima facie its formal execution and attestation, the contestant has the burden of establishing the grounds on which probate is opposed or revocation is sought (<a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0733\/Sections\/0733.107.html\">Fla. Stat. \u00a7 733.107<\/a>).<\/p><\/details><\/article>\n<footer class=\"disclaimer\"><em>Trust Counsel, PL, 201 Alhambra Circle, Suite 802, Coral Gables, FL 33134. The information provided on this website is for general informational purposes only and should not be construed as legal advice for any individual case or situation. Viewing this website does not create an attorney-client relationship, nor is it intended to do so.<\/em><\/footer>\n\n\n<div class=\"wp-block-group alignwide has-global-padding is-layout-constrained wp-container-core-group-is-layout-583d630a wp-block-group-is-layout-constrained\" style=\"padding-top:3rem;padding-bottom:3rem;padding-left:1.5rem;padding-right:1.5rem\">\n<h2 class=\"wp-block-heading has-text-align-center\">How Trust Counsel, PL Can Help<\/h2>\n<div class=\"wp-block-columns alignwide is-layout-flex wp-container-core-columns-is-layout-f56f613f wp-block-columns-is-layout-flex\"><div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><p class=\"wp-block-paragraph\"><span class=\"chg-icon chg-icon--chat\"><\/span><\/p><h3 class=\"wp-block-heading\">Confidential first consultation<\/h3><p class=\"wp-block-paragraph\">Your free first consultation is confidential and carries no obligation to continue.<\/p><\/div><div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><p class=\"wp-block-paragraph\"><span class=\"chg-icon chg-icon--document\"><\/span><\/p><h3 class=\"wp-block-heading\">Probate and trust litigation<\/h3><p class=\"wp-block-paragraph\">The firm focuses on probate litigation and trust litigation, including disputes over wills and trusts.<\/p><\/div><div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><p class=\"wp-block-paragraph\"><span class=\"chg-icon chg-icon--users\"><\/span><\/p><h3 class=\"wp-block-heading\">Guidance for beneficiaries and heirs<\/h3><p class=\"wp-block-paragraph\">The firm advises and represents trustees, personal representatives and beneficiaries.<\/p><\/div><div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><p class=\"wp-block-paragraph\"><span class=\"chg-icon chg-icon--location\"><\/span><\/p><h3 class=\"wp-block-heading\">Coral Gables office<\/h3><p class=\"wp-block-paragraph\">Our office is in Coral Gables, and we serve clients in Miami-Dade, Broward and Palm Beach counties.<\/p><\/div><\/div>\n\n<\/div>\n\n\n\n<div class=\"wp-block-group has-base-color has-accent-background-color has-text-color has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-32197852 wp-block-group-is-layout-constrained\" style=\"background-color:var(--wp--preset--color--accent,#20242e);color:var(--wp--preset--color--base,#ffffff);border-radius:8px;padding-top:1.5rem;padding-bottom:1.5rem;padding-left:1.5rem;padding-right:1.5rem;border-left:6px solid var(--wp--preset--color--cta,currentColor);box-shadow:0 2px 10px rgba(0,0,0,0.18)\">\n<h3 class=\"wp-block-heading has-base-color has-text-color\">Protect Your Records<\/h3><p class=\"wp-block-paragraph\">Keep original wills, trust documents, and any correspondence or financial records related to the questions you have. Organized records make your first consultation more productive.<\/p><div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\"><div class=\"wp-block-button chg-cta-call\"><a class=\"wp-block-button__link wp-element-button\" href=\"tel:+13057077126\">Call (305) 707-7126<\/a><\/div><div class=\"wp-block-button chg-cta-form\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/trustcounsel.com\/contact\/\">Call (305) 707-7126<\/a><\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group alignfull has-surface-background-color has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-583d630a wp-block-group-is-layout-constrained\" style=\"padding-top:3rem;padding-bottom:3rem;padding-left:1.5rem;padding-right:1.5rem\">\n<h2 class=\"wp-block-heading has-text-align-center\">Matters We Handle<\/h2>\n<div class=\"wp-block-columns alignwide is-layout-flex wp-container-core-columns-is-layout-f56f613f wp-block-columns-is-layout-flex\"><div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-group has-base-background-color has-background is-layout-flow wp-block-group-is-layout-flow\" style=\"border-radius:8px;box-shadow:0 4px 14px rgba(0,0,0,0.08);padding-top:1.5rem;padding-bottom:1.5rem;padding-left:1.5rem;padding-right:1.5rem\"><h3 class=\"wp-block-heading\">Probate litigation<\/h3><p class=\"wp-block-paragraph\">Disputes over wills, estate administration and the validity of estate documents in Florida courts.<\/p><\/div><\/div><div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-group has-base-background-color has-background is-layout-flow wp-block-group-is-layout-flow\" style=\"border-radius:8px;box-shadow:0 4px 14px rgba(0,0,0,0.08);padding-top:1.5rem;padding-bottom:1.5rem;padding-left:1.5rem;padding-right:1.5rem\"><h3 class=\"wp-block-heading\">Trust litigation<\/h3><p class=\"wp-block-paragraph\">Disputes involving trust terms, trustee conduct and the rights of beneficiaries.<\/p><\/div><\/div><div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-group has-base-background-color has-background is-layout-flow wp-block-group-is-layout-flow\" style=\"border-radius:8px;box-shadow:0 4px 14px rgba(0,0,0,0.08);padding-top:1.5rem;padding-bottom:1.5rem;padding-left:1.5rem;padding-right:1.5rem\"><h3 class=\"wp-block-heading\">Trust administration<\/h3><p class=\"wp-block-paragraph\">Legal guidance for trustees and personal representatives as they manage estate and trust matters.<\/p><\/div><\/div><div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-group has-base-background-color has-background is-layout-flow wp-block-group-is-layout-flow\" style=\"border-radius:8px;box-shadow:0 4px 14px 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wp-container-core-buttons-is-layout-0aa01211 wp-block-buttons-is-layout-flex\"><div class=\"wp-block-button chg-cta chg-cta-call\"><a class=\"wp-block-button__link wp-element-button\" href=\"tel:+13057077126\">Book a free strategy call or call (305) 707-7126<\/a><\/div><div class=\"wp-block-button chg-cta chg-cta-form\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/trustcounsel.com\/contact\/\">Book a free strategy call or call (305) 707-7126<\/a><\/div><\/div>\n<\/div>\n\n<h2 class=\"wp-block-heading\">Related practice areas<\/h2><ul class=\"wp-block-list\"><li><a href=\"\/resources\/trust-litigation-attorney\/should-you-have-a-trust-in-florida\/\">Should you have a trust in Florida?<\/a><\/li><\/ul>\n<!-- chg:section-siblings -->\n<nav aria-label=\"More in this section\">\n<h2>More in this section<\/h2>\n<ul><li><a href=\"\/resources\/trust-litigation-attorney\/what-are-the-three-requirements-of-a-trust\/\">What are the three requirements of a trust?<\/a><\/li><li><a href=\"\/resources\/trust-litigation-attorney\/what-can-a-beneficiary-sue-a-trustee-for\/\">What can a beneficiary sue a trustee for?<\/a><\/li><li><a href=\"\/resources\/trust-litigation-attorney\/what-does-appointment-of-successor-trustee-mean\/\">What does appointment of successor trustee mean?<\/a><\/li><li><a href=\"\/resources\/trust-litigation-attorney\/what-does-trust-litigation-mean\/\">What does trust litigation mean?<\/a><\/li><li><a href=\"\/resources\/trust-litigation-attorney\/what-evidence-do-you-need-to-prove-undue-influence\/\">What evidence do you need to prove undue influence?<\/a><\/li><\/ul>\n<\/nav>\n<!-- \/chg:section-siblings -->","protected":false},"excerpt":{"rendered":"<p>Learn how undue influence is analyzed in Florida wills and trusts, how the presumption shifts the burden, and the warning signs courts 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