What is a letter of wishes?
A letter of wishes is an informal, non-binding note that sits alongside your will to guide your executors or trustees — for example explaining how you'd like a trust used, who should receive sentimental items, or your wishes for children's upbringing. Unlike the will it is private and not legally binding, which makes it easy to update as circumstances change.
Detailed explanation
It adds context and flexibility without the formality of the will itself.
- Guides trustees exercising discretion (e.g. in a discretionary trust).
- Records wishes for personal possessions and funeral preferences.
- Explains reasoning — useful where you've treated beneficiaries unequally.
- Not binding, so it never overrides the will; keep them consistent.
Alongside her will, Helen writes a letter of wishes asking that her discretionary trust prioritise her disabled son's needs, and that her engagement ring goes to her niece. Her trustees follow this guidance, though they retain the final say.
- Complete the questionnaireA few guided questions about you, your family and your wishes.
- Structured reviewYour answers are checked automatically for completeness and consistency before your will is produced.
- Receive your documentsYour will and supporting paperwork are produced, ready to print.
- Sign correctlyClear instructions on signing and witnessing so the will is legally valid.
- Protect your familyYour wishes are recorded and your loved ones are spared the intestacy default.
Sources
- Wills Act 1837, section 9 (valid execution) — legislation.gov.uk
- GOV.UK — Making a will
- Citizens Advice — Wills
- Reviewed by
- ClearLegacy editorial team
- Last reviewed
- June 2026
- Next review
- December 2026
- Jurisdiction
- England & Wales
Frequently asked questions
What is a letter of wishes?
It is an informal, non-binding note that guides your executors or trustees on how to carry out your will or a trust. It is private, flexible and easy to update, but does not have the legal force of the will.
Is a letter of wishes legally binding?
No. A letter of wishes is guidance only. Trustees and executors should take it into account but are not legally bound by it, which is why it must not contradict the will itself.
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