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LETTER OF WISHES Draft for use with your own legal advisers and for use with Interest in Possession (HIP) and Discretionary Trusts Draft letter of wishes This document is provided strictly as a draft
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How to fill out letter of wishes
How to fill out the letter of wishes:
01
Begin by addressing the letter to the intended recipients or beneficiaries. This can include family members, friends, or organizations.
02
Express your wishes clearly and concisely. Include specific details and instructions regarding the distribution of assets, personal belongings, or any other requests you may have.
03
Consider including a clause specifying any charitable contributions or donations you would like to make.
04
Provide guidance on the appointment of a guardian for minor children or dependents, if applicable.
05
Sign and date the letter, and consider having it witnessed or notarized for legal validity.
06
Keep the letter in a safe and accessible place, such as with your will or estate planning documents.
Who needs a letter of wishes?
01
Individuals who want to provide additional instructions or guidance to their beneficiaries regarding their assets, personal belongings, or other matters.
02
Those who want to express specific wishes or desires that may not be legally binding but can provide guidance and clarity to their loved ones.
03
Parents or guardians who want to provide guidance and instructions regarding the care and upbringing of their minor children or dependents in the event of their absence or passing.
Note: It is always advisable to consult with a legal professional or estate planner when preparing a letter of wishes to ensure its compliance with applicable laws and regulations.
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What is letter of wishes?
It is a document that provides guidance to the trustee regarding how to manage the assets in a trust.
Who is required to file letter of wishes?
The settlor or creator of the trust typically files a letter of wishes.
How to fill out letter of wishes?
The letter of wishes can be filled out by providing instructions and preferences for the trustee to follow.
What is the purpose of letter of wishes?
The purpose is to provide additional guidance to the trustee on how to administer the trust.
What information must be reported on letter of wishes?
Any specific instructions, requests, or preferences regarding the management of the trust assets.
How can I send letter of wishes to be eSigned by others?
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