${Title}
Browse Template
Statement / Letter of Wishes

Statement / Letter of Wishes

Trustee of Trust Fund

Statement / letter of wishes to provide general guidance to the Trustee on the distribution of Trust Fund and set out the reasons for distribution. While the document is not legally binding, it can have strong moral sway.

Although the donor knows that the donor may not restrict the discretion of the Trustee in any way, the donor expresses the wish that the Trustee has due regard to these wishes when administering the estates. This statement supersedes and revokes entirely any previous letter / statement that the donor may have prepared about the will. In particular, the donor would like to express his / her wishes about regular and one-off distributions.

How to use this Document?

 

Statement / letter of wishes to provide general guidance to the Trustee on the distribution of Trust Fund and set out the reasons for distribution.

This document should be carefully read by the two parties.

You should sign and return a copy. Your signature should also be witnessed.

The Beneficiaries should be clearly stated.

 

How to Tailor the Document for Your Need?

  1. Create Document: Click on the “Create document” button and fill in the details of the parties. You can click the “Fill with Member’s Information” button to complete the party’s information with your personal or business information saved to your account. 

  2. Please fill in any additional information by following the step-by-step guide on the left-hand side of the preview document and clicking the “Next” button.

  3. When you are done, click the “Get Document” button and you can download the document in Word or PDF format.

  4. Please get all parties to review the document carefully and make any final modifications to ensure that the details are correct before signing the document. Each party should have a copy of the executed document.

 

 
statement of wishes
letter of wishes
trustee
trust
distribution
estate
executor
beneficiary
beneficiaries
trust fund
letter of wishes template
sample letter of wishes
trustee family trust
statement of wishes example
sample letter of wishes template

Related Documents