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What Is a Letter of Wishes – And Should You Write One?

When planning your estate, most people focus on making a will. But there’s another valuable tool that can guide your trustees and executors: a letter of wishes. While it’s not legally binding, it can provide crucial clarity and peace of mind for your loved ones.

What Is a Letter of Wishes?

A letter of wishes is a private document you write to accompany your will or any trusts you have set up. It allows you to explain your intentions and provide guidance on how your assets should be handled, distributed, or managed.

Key features:

Non-Legally Binding – it complements your will or trust but does not override it.
Flexible – can be updated at any time without formal legal procedures.
Personal Guidance – can include details that may not be appropriate for a formal will, such as personal sentiments, instructions for guardians, or specific distribution preferences.

Why You Might Write a Letter of Wishes

Guide Trustees and Executors
Trustees managing a trust often have discretion over how assets are distributed. A letter of wishes can provide insight into your intentions, making their decisions easier and reducing potential conflicts.
Provide Personal Context
You can explain why certain beneficiaries are being treated differently, or include messages for family members, such as encouraging financial responsibility or charitable giving.
Protect Vulnerable Beneficiaries
If you have minors or individuals with special needs as beneficiaries, a letter of wishes can guide trustees on how best to manage funds for their care and long-term security.
Flexibility and Privacy
Unlike a will, which becomes a public record after death, a letter of wishes remains private, giving you the freedom to include more personal guidance.

Things to Consider When Writing a Letter of Wishes

Keep it clear and concise – avoid ambiguity that could confuse trustees.
Review regularly – update it when your circumstances or intentions change.
Store securely – keep it with your will and inform your executors where it can be found.
Consult a solicitor – while it’s not legally binding, legal guidance ensures it complements your estate planning effectively.

Should You Write a Letter of Wishes?

Yes, for most people, a letter of wishes is a valuable addition to your estate planning. It provides guidance to your executors and trustees, reduces the risk of disputes, and allows you to communicate your personal intentions clearly.

Plan Your Estate with Hedges Law

At Hedges Law, we help clients create comprehensive estate plans that include wills, trusts, and letters of wishes. Our team ensures your intentions are clearly documented and your loved ones are protected.

Contact Hedges Law today to speak with our estate planning specialists and create a plan tailored to your family’s needs.