[James]

You’re correct in your handling.

The client relationship is established with the living executor, they are the individuals who instruct the solicitor and are legally responsible for administering the estate, paying debts and taxes, and distributing assets to the beneficiaries making

[James]

As long as the purchase is progressing holding these funds is fine as there is a clear underlying transaction. If the purchase were to go abortive at any stage the funds would need to be returned promptly to the client

[Author]

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