Where trustees have discretion, a letter of wishes can be useful context. It might explain how you hope they weigh education, housing, health, support for vulnerable beneficiaries, or timing of distributions.
Trustees must follow the will, trust terms, and their duties. Your letter should guide their judgment without trying to bind them.
Before you write
- Use non-binding guidance language.
- Explain priorities and context.
- Get solicitor advice for complex trusts or vulnerable beneficiaries.