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Agreeing probate accounts in principle

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  • Agreeing probate accounts in principle

    We are due to agree accounts on a probate, we are not totally sure that everything is 100% correct but we are under continued pressure from the beneficiaries to settle. To safeguard ourselves from any future actions from them, we will be asking each beneficiary to agree the accounts in full to us in writing. We are also being asked to agree the accounts with the solicitor dealing with the probate in writing to them, As a further safeguard to ourselves, can we put in our own writing that we will agree to the accounts in principle ( to avoid further delays of now over 2.5 years and also to shake off the continued hassle from the beneficiaries) in doing this, does the term in principle allow us then time to look at the accounts in greater detail and time frame and how they have been dealt with/ formulated, and if there are errors that they can be disputed/challenged at a later date (within reason) under the agreement of being agreed in principle? I have tried to look at how the law interprets this, some suggest that in principle is not a formal agreement, but an agreement towards a means to an end but not legally binding, others differ. Could I ask the learned forum If I am able to use this term in this context to protect our legal position to challenge but at the same time allow due process to happen ?
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  • #2
    it is meaningless. Either you agree or you do not. You are wanting to say you agree while having fingers crossed behind your back.

    What was wrong with your other thread on the subject?
    Lawyer (solicitor) - retired from practice, now supervising solicitor in a university law clinic. I do not advise by private message.

    Litigants in Person should download and read this: https://www.judiciary.uk/wp-content/..._in_Person.pdf

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