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What is a letter of wishes?
What is a letter of wishes?
Updated over a week ago

A letter of wishes is a document, usually addressed to your executor, in which you express your wishes after you pass on. It is not a legally binding document like your will. We use a letter of wishes to simplify the terms of the will and include as much information as possible to help your executor, who will adhere to these wishes, as far as reasonably possible, without delaying the execution of your will. 

Things people typically include in their letter of wishes: 

  • Specific instructions regarding your funeral service (ie: certain songs playing or certain readings made), where you would like to be buried or have your ashes sprinkled (ie: in the same place as a parent who predeceased you).

  • Any advice for your executors or trustees on how you would like your assets managed (ie: I would like my investments to target annual returns in line with inflation) or how to identify specific items you are giving away in your will (ie: you can find my rare stamp collection at the following safety deposit facility in Cape Town). 

  • Any advice to your children’s (or pet’s) guardian(s) on how you would like your children to be raised (ie: make their own bed every morning), their religious upbringing (ie: Christian), or education (ie: model C all boy school). These details should be reviewed as the children grow up.

  • Any explanations as to why you have excluded someone from your will, if you think that it may be a controversial decision or challenged later (ie: I am leaving my estranged brother out of my will as he did not respond to my multiple attempts at contacting him over the past 25 years).

  • Notes or letters to your loved ones (ie: anything specific you would like to say to any of your family and friends)

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