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This document serves as a draft letter allowing the settlor of a discretionary trust to express their wishes and intentions regarding the distribution of the trust fund. It acts as a non-binding guide for the trustees, and it is recommended to consult with professional advisers before use.

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How to fill out draft letter of wishes

01

Begin with your personal details: Include your name, address, and the date.

02

Identify the purpose: Clearly state that the letter is to express your wishes regarding your estate or personal matters.

03

List the beneficiaries: Specify who you wish to benefit from your estate or any specific items.

04

Detail specific wishes: Include any particular instructions for the distribution of assets, care of dependents, or other personal requests.

05

Mention any special considerations: If there are any unique circumstances or preferences, make sure to include these.

06

Sign and date the letter: Ensure that you sign the document to validate your wishes.

07

Keep it safe: Store the letter in a secure location and inform relevant individuals about its existence.

Who needs draft letter of wishes?

01

Individuals planning their estate, especially those with specific wishes for asset distribution.

02

Parents or guardians who want to outline care instructions for their dependents.

03

Anyone wanting to provide guidance on personal matters, such as funeral arrangements.

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What is draft letter of wishes?

A draft letter of wishes is a non-legally binding document that expresses an individual's preferences and intentions regarding the management of their estate and personal matters after their passing.

Who is required to file draft letter of wishes?

Typically, individuals who wish to provide guidance on the distribution of their assets or the care of their dependents may choose to create and file a draft letter of wishes, although it is not a legal requirement.

How to fill out draft letter of wishes?

To fill out a draft letter of wishes, one should clearly articulate their wishes regarding their estate, preferences for guardianship, funeral arrangements, and any other personal messages to family and friends, ensuring the document is dated and signed.

What is the purpose of draft letter of wishes?

The purpose of a draft letter of wishes is to provide guidance to executors, family members, and loved ones about the deceased's desires, helping to ensure that their intentions are respected and followed.

What information must be reported on draft letter of wishes?

A draft letter of wishes should include information about asset distribution, choice of guardians for minor children, preferences regarding funeral arrangements, and any personal sentiments the individual wishes to convey.

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