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Letter of Wishes

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  • Letter of Wishes

    Can a next of Kin/ beneficiary request from the Solicitor(Administrator) a copy of the ''Letter of Wishes'', a request for a copy of the Will (although he had one already given to him by the deceased) was refused ( in case there was an up dated version)
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  • #2
    A letter of wishes isn't a formal legal document and is not binding on the Executors/Adminstrators. It never becomes a public document. The Executors/Adminsitrators are not obliged to provide copies of it. I have been involved with two estates where the executors completely ignored the letter of wishes.

    Letters of wishes are confidential to the executors/administrators and do not have to be disclosed to beneficiaries
    Last edited by PallasAthena; 14th August 2024, 10:05:AM.
    All opinions expressed are based on my personal experience. I am not a lawyer and do not hold any legal qualifications.

    Comment


    • #3
      A testator can write a letter of wishes to trustees without addressing it to executors. It is a confidential document that can guide trustees on how to administer a trust.
      A letter of wishes should be stored with the will, not attached to it. In this instance the executor(s) would do well to pass a copy of the letter of wishes to trustees

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      • #4
        Originally posted by Pezza54 View Post
        In this instance the executor(s) would do well to pass a copy of the letter of wishes to trustees
        Which Trustees (who are not executors/administrators) do you have in mind? None are mentioned by OP in the thread.

        All opinions expressed are based on my personal experience. I am not a lawyer and do not hold any legal qualifications.

        Comment


        • #5
          Just an example where the letter of wishes may not be addressed to the executor

          Comment

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