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Estate Administration: How We Saved an Estate Thousands


Estate administration refers to the legal process of settling a person's affairs after their death, and can often be a complex and challenging process. Settling an estate involves many legal requirements, such as identifying and valuing assets, paying debts, and distributing the remaining property to beneficiaries, all while adhering to stringent legal procedures.

At Burnett & Reid, we understand that estate administration can be a daunting task. That's why we are dedicated to delivering value for our clients and confidently navigating complex legal matters with expertise and diligence, ensuring that our clients' interests are protected, and the outcomes are favourable.

Recently, we demonstrated our commitment to clients by working tirelessly to protect an estate's assets. In this case, when we were confronted with a demand for additional care home fees by a local authority, just as the estate was being finalised.

We did not simply accept the demand at face value. Instead, we proactively and robustly engaged with the local authority to ascertain the validity of the debt. By requesting vouching of the debt and its intimation, we exposed a critical gap in their documentation.

Without proper substantiation of the purported debt, we advised the Executor against making the payment, emphasising the risk of pursuing court action to the local authority without adequate supporting paperwork.

In this case, our commitment to delivering value went beyond mere legal representation. We demonstrated proactive problem-solving, strategic negotiation, and a thorough understanding of relevant laws and procedures.

By challenging unfounded claims and advocating for our clients’ interests, we achieved favourable outcomes that safeguarded their assets and minimised legal risk, not only protecting the estate's assets but ultimately saving the estate thousands of pounds.

The complexity of estate administration can vary depending on the size of the estate, the presence of debts or taxes, and any legal disputes or challenges that may arise during the process. Seeking the assistance of a knowledgeable estate administration professional, such as a solicitor, can help ensure that the process is handled correctly and efficiently.

Navigating estate administration can be challenging, but Burnett & Reid is here to help. We are experts in delivering the best possible outcomes for our clients, even in the face of complex legal challenges. If you're looking for legal expertise in estate administration, contact us today, and let us help ease the burden and maximise the value of your estate.