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Why you should consider writing a letter of wishes

When planning your estate, your Will takes care of the legal side by setting out who should inherit and who is responsible for managing your affairs.

However, the law alone does not always tell the full story and that is where a letter of wishes can add real value.

Although not legally binding, a letter of wishes gives you the chance to explain decisions in your own words, provide guidance to executors and trustees and give loved ones clarity alongside the formal instructions in your Will.

What can a letter of wishes cover?

Your letter can add context and direction to your Will. For example, you might:

Explain how you would like your executors to divide money or personal belongings
Give trustees guidance on how to manage any trusts you have set up
Outline why you have chosen certain people for key roles such as executor or trustee
Set out your reasons for including or excluding someone from your Will which can help reduce the risk of future disputes

It’s an opportunity to ensure the people carrying out your wishes understand the reasoning behind your decisions.

Can I include funeral wishes?

Yes. If you haven’t already shared your preferences, a letter of wishes is a simple way to record what you would like for your funeral.
You might specify whether you wish to be buried or cremated or include details such as songs, hymns or readings.
Writing this down helps remove uncertainty and eases the burden on family members at an already difficult time.

When should I write one?

The ideal time to prepare a letter of wishes is when you make your Will, keeping the two together. You can update your letter whenever your circumstances or Will change.
Unlike a Will, it does not need witnesses but it should be signed and dated.

How Mander Hadley can help

A letter of wishes can bring comfort and clarity to your family when handled correctly. Our private client team can guide you through the process, helping you decide what to include and ensuring your letter supports your Will effectively.

If you would like to make a Will or add a letter of wishes, contact our team today for clear and practical advice.

Rachel Blackburn

Head of Wills, Probate and Older Client Services

I joined Mander Hadley’s Wills, Probate and Older Client Services Team in 2018.I specialise in the preparation of Wills, Probate and estate administration, trusts and trust administration and Lasting Powers of Attorney. I also have experience of care fee planning and appeals of Continuing Health Care decisions.

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