A PRACTICAL GUIDE FOR YOU AND YOUR LOVED ONES
Letter of Wishes Workbook
The conversations you can't always have. The guidance your loved ones will be grateful to have.
Buy 1 - $55 + postage
Buy 2 and save - $100 + postage
Why a Will isn't the whole story
A WILL ONLY DEALS WITH YOUR LEGAL INSTRUCTIONS.
It doesn't explain your reasoning, your personal wishes, or the countless practical details your loved ones may need if something unexpected happens.
A Letter of Wishes helps fill that gap.
Designed by Estate Planning Lawyers
Unlike generic templates found online, this Workbook has been developed by estate planning lawyers with input from funeral directors, accountants, financial planners and clients.
Whether you’re updating your estate plan or creating one for the first time, this Workbook provides an organised place to record the information your loved ones may one day need.
Buy 1 - $55 + postage
Buy 2 - $100 + postage
How it works
YOU REMAIN IN CONTROL
Unlike your Will, you can update or replace your Letter of wishes at any time without needing to amend your formal legal documents.
How it works
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Order online securely though our website
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Work though each section at your own pace.
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Keep it with your Will, Power of Attorney and other estate planning documents.
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Marriage, grandchildren, pets, business changes or new priorities - you remain in complete control.
Have questions?
Frequently asked questions
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A letter of wishes is not legally binding. It is usually a guidance document that accompanies a will or trust and expresses your preferences to executors, trustees, or family members.
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No. A Letter of Wishes does not replace a will. A will is a legally binding document that sets out how your estate is distributed, while a Letter of Wishes provides additional guidance and personal preferences for your executors or trustees. If there is any conflict, the will generally takes precedence.
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Yes. Your Letter of Wishes is your own document and can be updated or revised at any time, allowing you to reflect changes in your circumstances, relationships, or preferences without formally changing your will.
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A Letter of Wishes can be valuable for anyone who wants to provide additional guidance alongside their will.
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This is a printed product.
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Your Letter of Wishes should be stored in a safe place with your will and other estate planning documents. Make sure your executor, trustee, or trusted adviser knows where to find it when needed. If you are including passwords or other sensitive information it would be best kept in a safe (but if you do this make sure your executor can access the safe.