Letters of Wishes - Alex Truesdale Wills In Cobham Surrey

What Are Letters of Wishes

Letters of Wishes, also known as memoranda of wishes. Guidance for your Will executors and trustees to perform what you need.

Alex Truesdale Wills Limited offers a professional Will writing service in Cobham with clients throughout London and the South West.

Call: 07887 946557 for any questions that you have on letter of wishes or for your estate planning needs.

Memoranda of Wishes

Letters of Wishes, also known as Memoranda of Wishes, provide guidance for your executor and trustees, in order that they carry out your estate plans.

Alex Truesdale Wills Limited offers a professional Will writing service in Cobham with clients throughout London and the South West.

Call: 07887 946557 for any questions that you may have on Letter of Wishes or for all your estate planning needs.

A Letter of Wishes, sometimes called a Memorandum of Wishes, is a confidential document addressed to your executors and trustees that accompanies your Will. It is not legally binding; instead, it guides your executors and trustees to ensure your personal wishes are carried out.

Letters of Wishes should be stored with the Will to which they relate. Separate Letters can each address different topics allowing particularly confidential matters to be kept in isolation.

Letters of Wishes enable the testator to change the guidance they leave without having to observe any formalities as to execution and also without having to change the Will itself. Letters of Wishes do not become public documents in the way that Wills do when admitted to probate.

You must take care that a Letter of Wishes does not contain anything that could conflict with the Will, in order to minimise confusion or disputes.

Drafting Letters of Wishes

Letters of Wishes should be written in plain English, signed and dated, but not formally witnessed to avoid any claim that they amount to a Will or codicil which might “overwrite” the Will itself.

As a Letter of Wishes is not a legally binding document, there is a risk that your wishes may not be carried out exactly as you intended, as there is no legal obligation upon the trustees to do so. However, particularly where professionals have been appointed, it is a brave trustee who departs from the Letter of Wishes as it represents the testator’s best guess as to how to advance the interests of the beneficiaries concerned.

Nevertheless, a Letter of Wishes should not be used to direct the disposal of items of substantial value or anything where the testator is absolutely certain at the time they make their Will of their intentions – gifts of these items should be included in the Will.

Finally, you should treat the original Letter of Wishes with the same respect as the original Will: to be effective it needs to be capable of being found, so consider storing it securely with your Will. However, you should NEVER paperclip anything to an original Will – this might impede the extraction of a Grant of Representation as the Probate Registry might suspect that something else was attached to the Will, such as a codicil, whose existence might call into question the validity of the Will itself.

Client Testimonials

“The support Alex gave me and my husband after our Wills and LPAs were finalised was second to none especially as he was diagnosed with a terminal illness a few months later. This ongoing support, advice and bringing in other specialists to assist was outstanding and I felt that we were in very good hands and would continue to be when the inevitable happened.

After my husband died, the comfort of knowing all was in order with the Wills was a great relief and her help in the immediate aftermath was much appreciated. It wasn’t just the professionalism but the genuine concern for my situation and that of the family. Alex then continued to guide me through the process and through some pretty complicated issues relating to the estate administration. She always responded to my copious emails and phone calls with clarity, efficiency and care.

The whole process was dealt with in a timely manner and to a very high standard and I felt that I was being looked after like one of her own family.

I can’t recommend Alex highly enough – a very talented professional dedicated to her work with a heart of gold.”

JD, July 2020

“After many years putting off writing my Will I finally entrusted Alex Truesdale with the task of compiling it for me and my family. My main wish was to pass my estate on to my son, and have guardianship put in place, should the worst happen before he came of age. Alex guided us through the difficult and emotional process with the utmost professionalism and put us at ease from the outset. She was able to address all of the issues we put to her and brought up many we had not considered regarding our estate.

“As we were about to travel abroad, we were also on a very tight schedule for the wills to be drawn up and signed. Alex went above and beyond to make sure everything was in place for us in the allotted time, even to the point of being personally on hand to instruct ourselves and our witnesses during the signing procedure.

“In using Alex Truesdale Wills, we now feel totally secure if the worst should happen our affairs are in order. We will be continuing to draw on her knowledge as and when our wills need updating in the future and are delighted to recommend her first class service.”

BW, May 2018

“Alex arranged an appointment for my husband and I to update our Wills in view of a change in family circumstances.  She was organised, efficient and extremely sensitive to our needs. We discussed advance directives and lasting powers of attorney in-depth – things we had only considered in vague terms previously but realised how intelligent it was to sort them out early.

“I cannot fault Alex’s professionalism and caring attitude, and will be recommending her service to my friends and colleagues.”

SM, September 2019

“Thank you again for helping me sort out all our Wills and the funeral plan for my godmother. I cannot believe how timely that was bearing in mind today’s situation. Only good news from her care home so far, but to know that resources are there to help the staff directly if the worst happens certainly gives me peace of mind.”

SC , May 2020

“Very clear explanation of what the options and implications were for us. It was also good to have someone focused on the end result we had to get to, as it’s very easy on your own to leave to another day.”

EM, September 2018

“I have known Alex Truesdale for over 6 years, during which time she prepared Wills and Lasting Powers of Attorney for my sisters and assisted us in the administration of my sister Elizabeth’s estate after her death in 2018.  I testify to her attention to detail, her knowledge and experience in her work and the warmth of her communications whether by letter, by telephone or in person.  She responds to us quickly and we have full confidence in what she does on our behalf and on her advice on various aspects. She has a good network of people when particular advice is needed beyond her field of expertise or training.  She became a friend to us as a family.  I gladly recommend her services to others.”  

KH, July 2020

“We would like to thank you for your professional help in getting us to a point of having signed Wills after many years of procrastination. Not only that your advice gave us the impetus to arrange a Civil Partnership and we now feel that we have got at least some of our affairs in order in these worrying times.”

KB, September 2020

Will Writing And Estate Planning From Alex Truesdale Wills

Alex Truesdale Wills Limited offers a professional and personal Will writing service, giving you flexibility and control for the present and your loved one’s peace of mind about the future.

Contact Alex Truesdale today to arrange a free, no-obligation initial consultation, virtual meetings or face to face.