What is a Letter of Wishes?

A Letter of Wishes is a document that can accompany your Will, it is not legally binding but can assist and guide your friends, family, executors and trustees to ensure your personal wishes are carried out and not conflict with your Will, if you have one.

 

A Letter of Wishes can provide:

  • Your name, current address and contact information.

  • Preferences of funeral, burial or cremation, specific service or wake instructions, to have your ashes sprinkled,or to be buried.

  • Who to notify of your death, or in some cases, who not to tell.

  • Guides your friends, family, executors and trustees on how you would like your Will to be run, any trusts created or money to be managed.

  • List any assets, in-expensive or sentimental items for example; jewellery and their location, which is for someone specific.  This will help your friends, family, executors in the administration of your estate. These items can be included in your Will but not conflict.

  • Advise guardians on raising your children if any, education, any religious upbringing and can be reviewed as the children grow up.

  • Any detailed information to assist your friends, family, executors identify specific items you are giving away in your Will.

  • Any directions or actions pertinent to you that you wish to be carried out on your behalf.

  • Provides explanations as to why you have excluded someone from the Will that might be challenged later because its a controversial decision.

  • As a Letter of Wishes should be written in plain English, signed and dated, but not witnessed to avoid any claim that it becomes a legal Will or codicil.

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