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Letter of Wishes: what to say beside your will.

A will says who receives what. A Letter of Wishes explains why, how, and what you hope the people carrying it out will understand.

It is not legally binding, and it does not replace a will — and that is precisely why it has to be clear.

What a Letter of Wishes is

A Letter of Wishes is a personal, non-binding note that sits alongside your will. It is addressed to the people who will act when you cannot — executors, trustees, guardians, or family — and it carries the context a legal document is the wrong place to hold: the reasons behind a decision, the meaning of a particular object, the things you hope a guardian will understand.

The legal document gives authority. The Letter of Wishes gives context.

It is not legally binding and it does not replace a will. It cannot give away property, appoint executors or guardians, or change who inherits — anything that needs legal effect belongs in the will, prepared with a solicitor or will-writer.

What belongs in the will, and what belongs in the letter

The single most useful thing to get right. If you want legal effect, put it in the will. If you want context, put it here.

Put in your will
  • Who legally receives property and money
  • Who your executors are
  • Who is appointed guardian (where appointed in law)
  • Trusts and any binding gifts
  • Anything you want to have legal effect
Put in your Letter of Wishes
  • Why a decision was made the way it was
  • Personal and sentimental items, and who gets them
  • Context for guardians raising your children
  • Principles you'd like trustees to weigh
  • Anything you want understood, not enforced

What to include

A Letter of Wishes is strongest when it is structured, not a stream of consciousness. These are the sections that earn their place.

Context you want understood

The background a will can't carry — family circumstances, relationships, or history that helps the people acting make sense of your decisions.

Personal & sentimental items

The things whose meaning outweighs their value: who you hope receives each, and why it matters. (If an item is financially significant, name it to your solicitor for the will.)

Guidance for guardians

What someone raising your children should understand — routines, schooling, health, the people and comforts that matter to them.

Principles for trustees

If money is held for someone, the principles you'd like considered — education, housing, support toward independence — expressed as wishes, never as instructions.

Explaining decisions that may look unequal

Context for gifts that differ between people, previous lifetime help, or different needs — so silence doesn't become suspicion. You never have to justify a private decision; this is only context you choose to give.

A reference to your funeral wishes

A short pointer to your Funeral Wishes, kept in their own document, rather than repeating them here.

Mistakes to avoid

The same few errors turn a helpful letter into a confusing — or contested — one.

Giving property away in it

“I leave” or “I give” belongs in your will. A gift made only in a Letter of Wishes has no legal effect — and can cause confusion about what you intended.

Contradicting the will

A letter that conflicts with the will is a dispute waiting to happen. The letter should explain and support the will, never pull against it.

Over-explaining or settling scores

Calm context helps; justification, blame, or apology rarely does. Write for the person reading it on a hard day.

Making it sound binding

It is guidance, not command. Phrasing it as instruction invites the false expectation that it must be obeyed.

How to sign and store it

Small details that quietly matter — getting these right keeps the letter useful and keeps your will clean.

Sign and date it

A signature and date show it is genuinely yours and which version is current. Replace and re-date it when things change.

Don't witness it like a will

A Letter of Wishes is not a will and should not be signed with witnesses in the way a will is — witnessing can blur the line and create confusion about its legal status.

Keep it with the will — but not attached

Store it alongside your will so both are found together. Never staple or pin it to the will: marks and attachments on a will can trigger questions during probate about whether anything was removed.

Tell your executor where it is

A letter no one can find does nothing. Make sure your executor or a trusted person knows it exists and where it lives.

These are common conventions, not legal advice — where anything needs legal effect, confirm it with your solicitor or will-writer.

When to review it

A Letter of Wishes is only useful while it is true. Re-read and re-date it whenever life moves.

Re-read and re-date it after —
You make or change your will
Your wishes must match the will they sit beside. A new will is the moment most letters fall out of date.
A birth or adoption
A new child changes guardianship, gifts, and the people you would want consulted.
A marriage, divorce or separation
When the people you would turn to change — and the people you would not — the letter should say so.
A significant gift
If you have given something away in life, the letter should not still speak as though you had not.
An executor or guardian changes
The letter is addressed to specific people. If one dies, steps down, or is replaced, update it to match.
Otherwise, once a year
Pick a fixed date — your will's anniversary is a sensible one — and re-read it even when nothing has changed. Confirming it still holds is itself the point.

How Valoren helps

Most guides hand you a blank template and wish you luck. Valoren prepares your Letter of Wishes from the records you already hold — your people, your possessions, your funeral wishes, your guardianship notes — so the context is drawn from one consistent place and kept current as things change.

A Letter of Wishes is strongest when the record around it is findable.

And where something needs legal effect, Valoren keeps you on the right side of the line. Write the human context here, and take the legal questions to your solicitor or will-writer — arriving organised, not starting from a blank page.

recorded 2 Nov 2024·held sealed·released 14 Mar 2026
held until it's time
A letter of wishes says how. A sealed message says what only you could say — held with your records and released through the same handover, to the person you name.

Questions, answered plainly

Is a Letter of Wishes legally binding?

No. A Letter of Wishes is non-binding by definition.

It guides and explains; it cannot give away property, appoint people, or override your will. That is exactly why it must be written clearly.

What is the difference between a will and a Letter of Wishes?

A will is a legal document that gives authority — it decides who legally receives what, and who acts.

A Letter of Wishes gives context — it explains the why, the how, and the personal detail the will can't safely carry. The legal document gives authority; the letter gives guidance.

Can a Letter of Wishes be ignored?

Yes — executors and trustees must follow the will and their legal duties, and a Letter of Wishes does not bind them.

In practice, a clear, reasonable letter is usually respected because it helps the people acting understand your intentions.

Where should I keep my Letter of Wishes?

With your will, so they are found together — but not stapled or attached to it, as marks on a will can raise questions during probate.

Make sure your executor knows it exists and where it is.

Do I need a solicitor to write one?

No — a Letter of Wishes is something you can write yourself.

But if anything in it needs legal effect — changing who inherits, appointing a guardian, creating a trust — that belongs in your will, prepared with a solicitor or will-writer.

Some decisions need more than a clause. They need context.

Write the human context, kept beside a will and reaching the people who carry it out. Valoren prepares it from your record and keeps it current.

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