Thank you to Juan Antunez of Florida Probate & Trust Litigation Blog for this information about the law governing undue influence.
The Undue Influence Worksheet was developed by forensic psychiatrist Bennett Blum, M.D.
"The “Worksheet” is based upon the IDEAL protocol, which combines knowledge from the fields of psychiatry, psychology, and sociology regarding the mechanisms of human manipulation, with extensive review of statutes, case law, and legal theory. IDEAL describes those psychological and social factors that commonly co-exist in undue influence situations. These factors are: Isolation; Dependency; Emotional manipulation and/or Exploitation of a vulnerability; Acquiescence; and Loss. "
This is invaluable information for use in preparing your undue influence case. Read Juan Antunez’s post here.