Guide

What is a letter of wishes, and do you need one?

A letter of wishes is a private note that goes with your will. It tells your executors and trustees what you would like them to do, and why, without tying their hands in law.

Last reviewed 2 November 2026. General information, not legal advice. All guides

Open Monday to Friday 9 to 6, Saturday 9 to 12

Why not put it all in the will?

Once probate is granted, your will becomes a public document and anyone can ask for a copy. A letter of wishes is kept separate, so it stays private. It is also easy to change, because it does not need to be witnessed.

What people put in it

  • Funeral wishes. A will is often read after the funeral, so a separate note reaches your family sooner.
  • Personal items. Who should have a watch, a ring or a painting.
  • Guidance for trustees. How to use their discretion, for example when a young beneficiary should receive money.
  • Hopes for your children. Schooling, upbringing and who they should stay close to.
  • Your reasons. Why you split the estate the way you did, which can prevent arguments.
  • Where things are. Accounts, documents and online logins.

Things to remember

  • It is not legally binding. Trustees should take it into account but can decide differently.
  • Sign and date it, and keep it with your will.
  • Tell your executors where it is.
  • Review it when your circumstances change, and make sure it does not contradict your will.

Quick answers

Common questions

Is a letter of wishes legally binding?

No. It guides your executors and trustees but they are not legally bound to follow it.

Does a letter of wishes need to be witnessed?

No. It helps to sign and date it so it is clear which version is the latest.

Where should I keep it?

Keep it with your will and tell your executors where to find it. Do not rely on it being found only after the funeral.

Keep reading

Related guides

Talk to us

Want to talk it through?

Add your details and we will call you back, or call us directly on 01332 215 151. The first consultation is free.

01332 215 151

Opening hours

Opening hours
Monday9:00am to 6:00pm
Tuesday9:00am to 6:00pm
Wednesday9:00am to 6:00pm
Thursday9:00am to 6:00pm
Friday9:00am to 6:00pm
Saturday9:00am to 12:00pm
SundayClosed
Our office
1st Floor, 1 St James Court
Friar Gate, Derby DE1 1BT

Request a call back

How can we help?

We use your details only to get back to you. See our privacy policy.

Scroll to Top