24 Nov How to Identify an Estate Planning Scam

In today’s digital world, you can usually find exactly what you’re looking for in a matter of minutes. But with the whole world at your fingertips, it’s even easier to find yourself caught up in a scam. Between identity thieves and inheritance tax scams, it’s hard to know what’s real and what’s not. 

You don’t want to take any risks when you’re planning for your future. Here’s how to avoid getting fooled by estate planning scams.

Red Flags in Estate Planning: How to Avoid Getting Scammed

The first step to keeping yourself safe from a scam is knowing what to look out for. Because estate planning is a crucial part of your final wishes, it’s important to be familiar with the most common types of scams.

High Legal Fees 

Creating an estate plan isn’t free, but it should still be affordable. Legal fees will vary depending on the complexity of your plan, but there shouldn’t be any ongoing or subscription fees. Nor are there any deadlines to meet. If someone is pressuring you for payment but hasn’t provided any legal services, be on your guard.

No Bar Credentials

Recently, there have been many cases of fraudulent lawyers. Convincing websites and stolen identities often make these criminals hard to spot. Before you hand over any personal information, check to see if they’re registered with the state bar association.

A credible attorney will help you find a plan that works for you. If an attorney is pushing to get your business, not listening to your needs, or trying to sell you plans you don’t want, it’s time to look somewhere else. 

Telemarketers 

Unsolicited calls are another red flag. Criminals often use estate planning services as a ruse to target older adults. But anyone who asks you to give out personal information like your Social Security or bank account number over the phone could be attempting identity theft. Instead, find a local attorney that you can sit down with in person and who has a good reputation in your community.

Inheritance Tax Collectors

The people behind financial scams are skilled in deceit, and they often prey on grieving family members. One of the most common estate planning scams is the inheritance tax scam. After the passing of a loved one, you may receive phone calls telling you that you need to pay fees or taxes before you can receive your inheritance. You might get calls from telemarketers or unsolicited mail, but don’t trust them. There’s no

Phishing Emails

Phishing emails have become so common that they’re difficult to identify. They use real-sounding email addresses, copy official logos, and do their best to look like legitimate messages from companies you trust. 

They will imitate a message from your bank, a title company, or even the county’s recording office. In fact, a homeowner right here in Scottsdale recently found himself in the middle of a title fraud case when he received an email about a title transfer. He immediately called the Maricopa County Recorder’s Office, and the scam was uncovered before any damage was done.  

If you ever receive an email you’re unsure about, do not click on any links or download any attachments. Go directly to the source by visiting the official website or calling the agency yourself. 

How to Avoid an Estate Planning Scam

• Find a qualified attorney: Verify their credentials and bar records, read reviews, ask for referrals, and meet with attorneys in person to find someone you trust.
• Take your time: Don’t ever rush into agreements or sign documents under pressure.
• Ask for everything in writing: Make sure to get copies of their policies regarding fees, services, and refunds. Keeping a paper trail helps keep you safe. 

Trusted Estate Planning Lawyers in Arizona

With offices in Scottsdale, Glendale, Mesa, and Surprise, Phelps LaClair is here to serve the residents of Arizona. We’ve been in practice since 1980, and we know how to protect our clients from estate planning scams.

Your first consultation is always free! If you’re looking for an estate planning lawyer in the Phoenix area, contact us to make an appointment today.

Images used under creative commons license – commercial use (11/21/2025). Photo by Tara Winstead on Pexels