Fatima, a wealth advisor, has been managing Elara\'s investments for over a decade. Elara, an 85-year-old widow, recently informed Fatima that she wants to make significant changes to her estate plan, diverting a substantial portion of her assets to her nephew, Jasper, who has recently become heavily involved in her life and attends all meetings with Fatima. Elara\'s previous estate plan, meticulously crafted over several years, distributed her assets more evenly among her extended family and several charitable organizations. Jasper insists that Elara now wishes to reward him for his unwavering support and companionship, and he often interjects during meetings, answering questions directed at Elara and steering the conversation. Elara appears somewhat hesitant and defers to Jasper frequently. Fatima is concerned that Jasper may be exerting undue influence on Elara, potentially compromising her best interests and long-held intentions. Furthermore, Elara seems less engaged in financial discussions than in the past, and her comprehension of complex investment strategies appears diminished. Which of the following actions should Fatima prioritize to address this ethically challenging situation, ensuring compliance with regulatory standards and protecting Elara\'s well-being?