HomeExpression of Wishes
Expressions of Wishes for discretionary trusts
A non-binding letter guiding trustees' discretion, drafted from the matter's beneficiaries and circumstances.
- PurposeGuides trustees, not binding
- Drafted fromBeneficiaries already on the matter
- Filed withThe same client file as the trust
The work this supports
Guidance letters for trustees
Trustee guidance letters, drafted from the matter.
Request a sample walkthroughChecks and limitations
Checks depend on the answers recorded and the supported rules for this document. They do not establish that every legal issue has been identified. Your firm must check the facts, the output and the steps needed for execution or submission.
Azmora supports England and Wales. It provides software, rather than legal advice.
Expression of Wishes - questions
Is an Expression of Wishes legally binding?
No. Trustees must consider it, but they keep their discretion. That is why it sits alongside the trust deed instead of inside it.
Can it be updated without changing the trust?
Yes. Because it is separate from the deed, a client can revisit it as circumstances change, and the earlier version stays on the file.
Page updated 2 November 2026.
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