The easiest way to think of a memorandum of wishes is like a will for your trust! During your lifetime and as a trustee, you may have control over the trust assets but you may have special wishes for how these will be dealt with upon your death. Record them here so there's no confusion!
What you need
To help get started, you should think of all the assets owned by the trust and write down what you want to happen to them.
Having the list above will help you whizz through the interview in around 10 minutes!
Type of document
Length of document
Approximately 1-2 pages.
This interview will generate a document based on the information provided by you. It does not and is not intended to represent legal advice or the practice of law (even if the information you input is based on suggestions or tips provided by us).
Please note: if you want professional assurance that this template and your interpretation of it is appropriate to your particular situation, we recommend that you consult with a lawyer authorised to practice law in your jurisdiction.