Carla Jordan Estate Planning

What is a letter of wishes?

A Letter of Wishes is a document that offers valuable and clear guidance to your trustees or executors about how you would like your estate to be handled, or how certain assets should be managed or distributed in line with your personal values and intentions.

A Letter of Wishes can include explanations for specific decisions, personal messages to loved ones, or guidance on how you’d like your children to be raised if guardians have been appointed. It adds a meaningful, human touch to your formal arrangements, helping your loved ones feel supported and more connected to your wishes. Importantly, it can be updated at any time without needing to amend your Will, offering flexibility and peace of mind as your circumstances change.

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Let’s Protect What Matters Most

Trusts can feel complicated, but we make them clear and accessible. Whether you’re looking to safeguard your home, provide for children, or ensure your wishes are protected in changing circumstances, we’re here to help.

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