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Inheritance learning center

Recognizing inheritance scams

Use independent verification and protect sensitive information.

Education preview · Source review: 2026-11-08 · Confirm current rules and date-of-death applicability.

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Promises of guaranteed returns, secrecy, urgent wire requests, upfront fees to release an inheritance, and demands for gift cards or cryptocurrency are warning signs. Grief or uncertainty is not a reason to waive normal checks.

Verify independently

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Contact the court, financial institution, or professional using a number you find independently, not the number in the message. Review an investment professional's registration and disciplinary information through Investor.gov. Registration is not a government endorsement.

Protect your information

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Do not share account passwords, Social Security numbers, authentication codes, or financial documents with unsolicited contacts. If you suspect a scam, contact the institution promptly and use the FTC's reporting resources. No legitimate review request on this preview requires a payment or an upload.

General education only, not legal, tax, or investment advice. Rules vary by situation and change over time. A licensed attorney, CPA, or financial professional can speak to your specific facts.

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References

  1. 1.FTC: How to avoid a scam
  2. 2.Investor.gov: Check your investment professional
  3. 3.Investor.gov: Protect your investments

A gentle next step

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A short quiz gives you a numeric Inheritance Readiness Score. Depending on your answers, you can then choose a time for a 15-minute call, subject to availability. Every result includes your score.

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