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A Success Story in Estate Administration

Case Study DWP

Estate management involves the comprehensive and efficient handling of an individual's assets and affairs upon their passing. It encompasses tasks such as evaluating and distributing assets, paying debts and taxes, and ensuring that the wishes of the deceased, as expressed in their will or according to applicable laws, are correctly executed. This complex legal process often necessitates the expertise of professionals who understand the intricacies of estate management.

At Burnett & Reid, we are committed to providing exceptional service in estate management, dedicated to protecting our clients' interests and streamlining the process.

In a recent case study, we demonstrated our proactive approach to advocating for our clients' rights even after the estate had been concluded.

In this instance, the Department for Work and Pensions (DWP) requested additional information several months after the estate had been settled. Instead of passively complying with their request, we drew upon our deep understanding of Scots Law to advocate for our client.

We explained the crucial six-month rule for personal liability of Executors, highlighting the DWP's failure to act promptly despite prior notification of the death. By shedding light on these details, we effectively countered the DWP's request.

Our proactive stance compelled the DWP to close the file without further inquiry, sparing the estate from unnecessary delays and expenses.

This case exemplifies our commitment to protecting our clients' best interests in estate management, and our ability to navigate complex legal matters with expertise and diligence.

Navigating estate management can be a challenging and nuanced process. Whether it's dealing with requests from governmental entities or ensuring the proper execution of a deceased individual's wishes, the intricacies of estate management warrant the guidance of experienced professionals.

At Burnett & Reid, we possess the necessary expertise to handle estate management efficiently and effectively. Our aim is to provide our clients with peace of mind, knowing that their interests are protected and the process is streamlined.

If you're in need of expert assistance in estate management, don't hesitate to reach out to us for a comprehensive and reliable service that truly delivers value.