Guidance Document
The information provided is for general illustrative purposes regarding the preparation of personal estate instructions. It is not legal advice and should not replace consultation with a qualified solicitor experienced in estate planning or succession law. Jurisdictional differences may apply, and professional review may be necessary to ensure compliance with local legal requirements. The use of this material is at the user’s own risk, and we disclaim liability for any inaccuracies or consequences resulting from its application without proper legal guidance.
Please note: This is a sample Letter of Wishes template for the UK, provided for illustrative purposes only. Actual content and legal considerations may vary based on specific estate planning needs and legal advice.
Sample Letter of Wishes (UK)
Parties:
Testator: [Full Name]
Address: [Address]
Executor: [Full Name or Institution]
Address: [Address]
Purpose of this Letter of Wishes:
This document expresses the donor’s preferences and intentions regarding the distribution of assets, care of dependents, and other personal wishes upon their death. It is not legally binding but serves as guidance for executors and beneficiaries.
Specific Wishes:
1. I wish for my assets to be divided as follows: [Specify proportions or beneficiaries].
2. I request that [name] receives [asset or amount].
3. I would like [personal items or sentimental possessions] to be allocated to [name].
Care of Dependents:
If applicable, I designate [name] as guardian for my minor children or dependents, with the following instructions: [instructions or wishes].
Additional Wishes and Notes:
- I trust that my executors will honor this letter and consider my wishes accordingly.
- This document may be reviewed and amended by me at any time prior to my death.
- Any specific bequests are subject to the terms of my will and estate laws.
[Location], ______________________
[Testator’s Name]
[Witness or Notary Name]