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A document where individuals can outline their personal wishes and requests to be followed by their representatives and loved ones. It is advisory and not mandatory.
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How to fill out Statement of Wishes

01
Begin by clearly stating your full name and the date of the document.
02
Specify the purpose of the Statement of Wishes.
03
Outline your personal wishes regarding the distribution of your assets or care of dependents.
04
Include instructions for any specific items or sentimental belongings.
05
Mention any guardians you wish to appoint for your dependents, if applicable.
06
State any other personal wishes regarding your funeral or memorial service.
07
Ensure the document is signed and dated, and consider having witnesses if required.

Who needs Statement of Wishes?

01
Individuals preparing for estate planning.
02
Parents with dependents seeking to provide care instructions.
03
Anyone wanting to express their personal wishes in the event of incapacity or death.
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How to write an expression of wish Clearly state the full names of the people you want to receive your benefits; Indicate your relationship to each beneficiary, such as spouse or child; If you are naming more than one beneficiary, specify what percentage of the benefits each person should receive;
Diana included a 'Letter of Wishes' with her will, requesting that her jewellery and ¾ of her belongings go to her sons and the other ¼ to her godchildren. Diana's mother and sister (the estate executors) challenged this through probate court, claiming there was a variance in the will.
What should my letter of wishes include? Information about how you'd like your money, assets and personal possessions to be allocated when you're no longer around. Details about who should be informed of your death, and if anyone in particular should not be informed.
SAMPLE WORDING FOR A LETTER OF WISHES I, (name), of (address), wish to state my wishes with respect to my gifts to charity. I appreciate that this letter imposes no legal obligation upon you but it expresses my wishes to which I hope you will have due regard.

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A Statement of Wishes is a document that allows an individual to express their preferences regarding the distribution of their estate and appoint guardians for their dependents upon their death.
Typically, individuals who have specific wishes regarding the distribution of their assets, particularly those with dependents, or complex family situations are encouraged to file a Statement of Wishes.
To fill out a Statement of Wishes, one should clearly outline their intentions regarding asset distribution, list any dependents and preferred guardians, and provide any specific requests for funeral arrangements or other personal matters.
The purpose of a Statement of Wishes is to provide guidance to executors and heirs about the individual's wishes, helping to ensure that their desires are respected and reducing potential disputes among beneficiaries.
The information that must be reported includes the individual's full name, details about their estate, preferences for asset distribution, names of guardians for dependents, and any personal requests or instructions.
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