Once a trust has been established the settlor is not supposed to instruct the trustees. The settlor may provide guidance through an instrument called a letter of wishes but this is not binding on the trustees. However we can be congenial trustees provided the settlor’s wishes are in accordance to the terms of the trust and are in the best interest of the beneficiaries.
Before the Trust has been established we regard the settlor as the client and we can correspond directly and actively with the settlor on any matter in order to determine the terms of the Trust.