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Private and Confidential Sample wording for Letter of Wishes To My Executors, My Family and My Beneficiaries and Any Other Person Whom It May Concern: (Or you can just address the letter to the Community.
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Example of last wishes letter FAQ
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In California, you don't need to have your will notarized to make it valid. In most states, you can use a notary to make your will self-proving.
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I, (name), of (address), wish to state my wishes with respect to my gifts to charity. I appreciate that this letter imposes no legal obligation upon you but it expresses my wishes to which I hope you will have due regard.
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SAMPLE WORDING FOR A LETTER OF WISHES I, (name), of (address), wish to state my wishes with respect to my gifts to charity. I appreciate that this letter imposes no legal obligation upon you but it expresses my wishes to which I hope you will have due regard.
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As a Letter of Wishes is not part of the formal Will, it will never become public and can remain confidential to your Executors or to whomever it is addressed. It can also be changed and reviewed more easily as there is no requirement for it to be witnessed, just signed and dated.
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As stated above, a letter of wishes does not have to be formally drawn up or witnessed. It must be written in clear English, signed and dated, but this has no impact on your ability to review it any time before your death.
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In contrast to a Will, a Letter of Wishes is not legally binding, it is commonly confidential, and you can easily change or review it. It can be amended or updated by you whenever you wish, without the need to amend your Will.
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The purpose of the letter of wishes is to provide guidance to the trustees as to the manner in which the settlor would like the trust fund to be administered for the benefit of his or her chosen beneficiaries.
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A letter of wishes can help communicate your views. This letter, sometimes called a “statement of intent” or “family values statement,” travels with your trust agreement for as long as the trust exists, providing general guidance rather than specific, legally binding direction.
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