Pet Trusts and Pet Care Planning in Midway, Tennessee

A Practical Guide to Pet Trusts and Pet Care Provisions

Planning for the ongoing care of a treasured pet can bring peace of mind and clarity for family members. A pet trust is a legal arrangement that sets aside funds and instructions to provide for a companion animal after an owner’s death or disability. This guide focuses on how such arrangements work in Midway and Washington County, Tennessee, and what property owners should consider when preparing documents. It explains options for naming a caregiver, assigning funds, and setting conditions that reflect the pet’s daily needs, medical care, and living arrangements to help ensure consistent care over the pet’s lifetime.

Many people assume general estate documents cover their animals, but without specific provisions a pet’s future can be uncertain. Creating a pet trust clarifies the owner’s intentions, helps avoid disputes among heirs, and provides legal authority for caregivers to make decisions about veterinary care, boarding, or rehoming if necessary. The plan can be tailored to the size of the estate and the animal’s anticipated needs. This page outlines practical steps to draft reliable, enforceable directions that reflect both the pet’s welfare and the practical realities of administering funds and responsibilities in Tennessee.

Why a Pet Trust Matters for Midway Pet Owners

A pet trust protects a companion animal by ensuring funds and instructions are dedicated to its ongoing care. It reduces uncertainty and the chance that family members or courts will make unwanted decisions about the pet’s future. Implementing a pet trust can provide for veterinary care, boarding, grooming, and any special needs the animal may have. It also allows the owner to name a trusted caregiver and a backup caregiver, and to outline preferences for living arrangements or end-of-life care, creating a smoother transition and honoring the owner’s wishes for the animal’s continued wellbeing.

About Jay Johnson Law Firm and Our Approach to Pet Care Planning

Jay Johnson Law Firm serves clients in Midway and across Tennessee with estate planning and probate services focused on clear, practical solutions. The firm prioritizes listening to each client’s goals and designing documents that match family dynamics and financial realities. For pet trust matters, we focus on drafting straightforward, enforceable provisions that designate caregivers, funding levels, and contingencies. Our approach emphasizes communication, responsiveness, and attention to state-specific rules so that clients feel confident their companion animals will be cared for according to their wishes.

Understanding Pet Trusts: Purpose and Practical Considerations

A pet trust is a tool to ensure a companion animal receives care and funding after an owner’s death or incapacity. It legally separates the funds earmarked for the animal from the rest of the estate, gives a caregiver authority to act, and supplies written guidance about daily care, medical attention, and rehoming preferences if necessary. Owners should consider naming a trustee to manage funds and a caregiver to handle day-to-day needs, along with alternates in case a chosen person cannot serve. A well-drafted pet trust also addresses tax or administration concerns that could affect available resources for the pet.

When creating a pet trust, it is important to match the provisions to the animal’s expected needs and to the size and liquidity of the estate. The document can specify how funds are to be disbursed, whether on a periodic basis or reimbursements for expenses, and whether receipts or veterinary records should be provided to the trustee. Considerations include long-term medical conditions, special diets, or mobility needs that may require ongoing care. Clear, realistic funding instructions help prevent disputes and ensure that caregivers can follow the owner’s directions without undue burden.

What a Pet Trust Is and How It Works

A pet trust is a legally enforceable arrangement that designates assets to care for a companion animal. The trust names a trustee to manage the funds and a caregiver to provide daily care. Instructions can be detailed, covering food, exercise, routine and emergency veterinary treatment, housing preferences, and rehoming instructions if the caregiver can no longer care for the animal. Some trusts are short-term and activate only after a death; others include provisions for incapacity. In Tennessee, a properly formatted trust can reduce confusion and provide a clear path for the pet’s future care.

Key Parts of a Pet Trust and the Steps to Put One in Place

Effective pet trusts include several standard elements: an identification of the animal, appointment of a caregiver and trustee, a funding source and disbursement method, instructions for care, and contingency plans if the chosen parties cannot serve. The process generally begins with an interview to identify the owner’s goals, followed by drafting tailored documents and naming alternates. After execution, the trust should be shared with caregivers and other relevant parties while keeping original documents in a safe but accessible location. Periodic review ensures the arrangement still fits changing circumstances or the animal’s needs.

Glossary: Common Terms Used in Pet Trust Planning

Understanding terminology makes it easier to make informed decisions about pet planning. Key terms include trustee, caregiver, beneficiary, funding, and contingent caregiver. Knowing the distinction between trustee and caregiver clarifies roles: the trustee handles funds while the caregiver addresses daily needs. Funding methods might involve an outright gift, a designated portion of the residuary estate, or a specific bequest. Contingency provisions name alternate caregivers and trustees to avoid court involvement if primary choices cannot serve. Familiarity with these terms helps owners create a clear, workable plan for their companion animals.

Trustee

The trustee is the person or entity responsible for managing funds set aside for the pet’s care. That role includes maintaining money in a separate account, paying for veterinary bills, and disbursing funds according to the owner’s instructions. The trustee may require regular documentation from the caregiver to account for expenses. Choosing a trustee requires someone who is trustworthy, organized, and willing to handle financial duties related to the animal. Compensation and limits on the trustee’s authority can be included in the trust document to set expectations and avoid misunderstandings.

Caregiver

The caregiver is the individual who provides daily, hands-on care for the animal, such as feeding, exercise, grooming, and taking the pet to the veterinarian. The trust can name an alternate caregiver in case the first choice is unable or unwilling to serve. The caregiver’s responsibilities and any compensation should be spelled out in the trust to ensure smooth administration. Clear communication between caregiver and trustee is important so that care instructions are followed and expenses are appropriately documented for reimbursement or direct payment.

Funding

Funding refers to the assets set aside to provide for the pet’s ongoing needs. This might include a specific cash bequest, a portion of the residuary estate, proceeds from life insurance, or a trust funded with certain investments. The terms of distribution can specify periodic payments, reimbursement for documented expenses, or a combination of both. It’s important to consider realistic lifetime costs for the animal, factoring in routine care and potential medical emergencies, so the funding method supports the intended level of care without depleting resources prematurely.

Contingency Provisions

Contingency provisions name backup caregivers and trustees and explain what should happen if the primary choices cannot serve. These clauses reduce the chance that a court will need to appoint a guardian for the pet and streamline transitions. Contingencies can also include instructions for the pet’s rehoming, adoption preferences, or charitable dispositions if no private caregiver is available. Thoughtful contingencies reflect realistic scenarios and protect the pet’s welfare by providing a clear path forward in unexpected circumstances.

Comparing Options: Pet Trusts, Wills, and Informal Arrangements

Owners have several ways to address a pet’s future, including a dedicated pet trust, provisions in a will, or informal agreements with family members. A pet trust generally offers stronger legal protection because funds are set aside and a trustee has authority to manage them for the pet’s benefit. A will can name a caregiver and leave funds, but probate timing and administration may delay access to money. Informal arrangements rely on goodwill and can fail if circumstances change. Comparing these options helps owners select a plan that balances immediacy, flexibility, and enforceability for the animal’s care.

When a Simple Will Provision or Informal Plan Might Be Enough:

Small Estates and Short-Term Care Needs

A simple will provision may be appropriate when an estate is small and the owner intends short-term arrangements for a pet until family members can assume care. If resources are limited and the anticipated costs are modest, naming a trusted family member in a will and leaving a modest sum may meet the pet’s needs. This approach can be less complex and less costly to implement than a formal trust, but owners should recognize that a will involves probate, which can delay access to funds and potentially create temporary gaps in care during estate administration.

Clear Caregiver Agreement in Place

When a caregiver has already agreed in writing to assume responsibility for the pet and there are clear, documented arrangements for payment and care, a formal trust may be unnecessary. Written agreements can outline responsibilities, preferred veterinarians, and an understanding about funds. This solution works best when relationships are stable and the caregiver is prepared for long-term commitment. However, relying on private agreements carries some risk if circumstances change, so owners should consider whether a backup plan or legal instrument would provide greater certainty.

When a Formal Pet Trust Is the Better Option:

Significant Funding or Complex Needs

A formal pet trust is often advisable when the owner intends to set aside a substantial sum for the animal or when the animal has special medical or care needs that require ongoing funding and oversight. Trust structures allow the owner to specify how funds are managed and distributed, reducing the chance that money will be misused or become inaccessible. For animals with chronic conditions, specialized diets, or high veterinary expenses, a detailed trust can ensure those needs are met consistently and in accordance with the owner’s directions.

Desire for Enforceability and Oversight

Owners who want stronger legal protection and oversight for their pet’s care may prefer a formal trust because it creates enforceable obligations for the trustee and caregiver. The trust can require documentation of expenses, provide for independent review, and include successor trustees to manage funds if needed. This structure reduces the likelihood of disputes and offers a clear mechanism to enforce the owner’s instructions. For those seeking durable arrangements with accountability, a properly drafted trust provides a predictable framework for long-term care.

Advantages of a Thorough Pet Planning Strategy

A comprehensive plan addresses funding, caregiving, contingencies, and administration in one cohesive document. This reduces the chance of misinterpretation and provides authorities with a clear directive about the pet’s care. It can also minimize family conflict by documenting the owner’s choices and expectations, and by establishing an independent trustee to manage funds. Detailed instructions help caregivers make timely decisions about medical care or rehoming, ensuring the animal’s welfare remains the primary focus of any action taken after the owner’s incapacity or passing.

Comprehensive planning also offers administrative clarity, which can speed access to resources intended for the pet and reduce delays associated with probate. Including alternates and contingencies protects the animal in unforeseen circumstances. The plan can be tailored to reflect the specific personality, routine, and health of the animal, which preserves continuity and comfort for the pet. Owners gain confidence knowing there is a documented plan for ongoing care that balances compassionate guidance with practical means to support that care over time.

Financial Security for Ongoing Care

One key benefit of a comprehensive plan is establishing a clear source of funds for the animal’s needs. This avoids ambiguity about who will pay for veterinary care, medication, grooming, or boarding, and helps ensure that caregivers are reimbursed for legitimate expenses. Structured disbursements provide predictability and prevent rapid depletion of assets. Financial provisions can include instructions for routine expenses as well as provisions for emergencies, and may set limits or require documentation to make sure funds are used as intended for the animal’s welfare.

Consistency of Care and Decision-Making

A thorough plan helps maintain consistency in care by naming a caregiver, specifying daily routines, and addressing medical decision-making. This reduces stress for the animal that can arise from abrupt changes, and it provides caregivers with clear guidance during emotionally difficult times. The plan can also specify preferences for end-of-life care and rehoming criteria if necessary, making decisions easier for those left to act. Clear directions support humane outcomes and preserve the quality of life the owner intended for the animal.

Jay Johnson Law firm Logo

Top Searched Keywords

Practical Tips for Creating a Pet Trust

Choose Clear, Reliable Caregivers and Alternates

Selecting a caregiver and at least one alternate is one of the most important steps in pet planning. Talk candidly with the people you name to make sure they are willing and able to take on long-term responsibilities. Provide written instructions about daily routines, food preferences, veterinary contacts, and any behavior notes that will help the caregiver maintain continuity. Confirm that alternates are comfortable stepping in if the primary caregiver cannot serve. Documenting these conversations in writing reduces the chance of confusion and helps the trustee and family implement your plan.

Be Realistic About Funding and Medical Needs

Estimate realistic lifetime costs for your animal, including routine care and potential medical emergencies, and fund the trust accordingly. Consider whether periodic payments or reimbursements will work better for your chosen caregiver. Include instructions for veterinary records and receipts so the trustee can account for funds properly. If the animal has chronic conditions, provide detailed notes about medications, therapies, and likely future treatments. A practical funding plan helps ensure that your pet’s care can be sustained without placing undue burden on the caregiver or the estate.

Keep Documents Accessible and Review Them Periodically

Store trust documents, caregiver contact information, and veterinary records in a secure but accessible location and let trusted people know where to find them. Periodically review and update the trust to reflect changes in your pet’s health, your relationships, or your financial situation. Life events such as moving, marriage, or the death of a named caregiver may require adjustments. Regular reviews help ensure instructions remain relevant and that the people you’ve named are still able and willing to fulfill their roles when called upon.

Reasons Midway Pet Owners Create Pet Trusts

Pet trusts are chosen for a variety of personal and practical reasons: to ensure continuity of care, to remove ambiguity for family members, to allocate funds for veterinary and daily needs, and to establish clear decision-making authority. Owners who view their animals as family members often want to make concrete arrangements to protect their welfare. Pet trusts also help avoid delays or disputes during estate administration by providing a defined structure for caregiving, funding, and oversight, which can streamline the transition and honor the owner’s preferences.

Another common reason to create a pet trust is the desire to plan ahead for incapacity as well as death. A trust can include provisions that activate if an owner becomes unable to care for the animal due to illness or disability, making it easier for a caregiver to step in quickly. For people with complex family dynamics, significant assets, or animals with special needs, a trust offers an orderly solution that clarifies responsibilities and reduces the risk of disputes that might otherwise jeopardize the animal’s welfare.

Typical Situations Where Pet Trusts Provide Value

Pet trusts are particularly useful when owners have limited immediate family, live alone, own animals with ongoing medical needs, or anticipate long-term care costs. They are also valuable when there is concern about potential family disagreements over the animal’s future or when an owner wants to make sure that a beloved animal remains with a specific caregiver. Trusts can also address unique scenarios like multi-pet households, exotic animals, or animals requiring specialized facilities, ensuring that practical arrangements are in place for those specific needs.

Living Alone or Lacking Nearby Family Support

Owners who live alone or have family members who cannot provide long-term care often use pet trusts to secure a clear caregiving plan. Naming a caregiver, funding care, and providing written instructions all reduce uncertainty and make it more likely that the animal will receive consistent attention. Trust provisions that include alternates and specific funding directions are particularly helpful in this situation, creating an actionable plan that can be implemented without relying solely on informal promises.

Animals with Ongoing Medical Needs

When an animal requires regular medication, specialized diets, or frequent veterinarian visits, a pet trust can ensure funds are available and that caregivers have the authority to obtain treatment. Detailed instructions about medications, monitoring, and emergency protocols help caregivers act promptly and responsibly. A funding mechanism that anticipates higher medical costs prevents care from being compromised and makes sure that financial concerns do not delay needed treatment for the animal.

Complex Family Dynamics or Potential Disputes

In families where relationships might lead to disagreement over an animal’s future, a pet trust provides clarity that reduces the scope for conflict. Clear assignments of responsibility, funding, and decision-making authority set out the owner’s wishes and create a structure for resolving disputes. Having an independent trustee manage funds and enforce the directions can further diminish the potential for family friction and help ensure the animal’s care aligns with the owner’s stated preferences.

Jay Johnson

Local Pet Trust Services Available in Midway

Jay Johnson Law Firm assists Midway residents with pet trust planning and related estate matters. The firm helps clients evaluate funding options, draft clear trust provisions, and coordinate roles for caregivers and trustees. Whether you need a simple provision in a will or a stand-alone pet trust, the approach focuses on practical solutions tailored to your animal’s needs. The office works to make the process straightforward and to provide guidance on documentation, execution, and periodic review, so that your pet’s future care is thoughtfully arranged.

Why Clients in Midway Turn to Our Firm for Pet Planning

Clients choose Jay Johnson Law Firm for clear communication and a practical, client-centered approach to estate planning. We prioritize understanding the unique needs of each family and their companion animals, then drafting documents that reflect those priorities. Our process includes a thorough discussion of funding options, caregiver appointments, and contingencies, so the resulting plan fits your circumstances and reduces administrative complexity for those who will carry out your wishes.

We place emphasis on drafting straightforward and enforceable provisions that reduce uncertainty and provide a reliable framework for the animal’s ongoing care. The firm assists with execution of documents in accordance with Tennessee requirements and advises on how to coordinate the trust with existing estate planning, such as wills or powers of attorney. This coordination helps avoid conflicts among documents and streamlines administration of the trust when it becomes necessary.

Our office also focuses on practical follow-through: we help clients identify appropriate caregivers and trustees, provide guidance on recordkeeping, and suggest provisions that make reimbursement and oversight manageable. Periodic review recommendations are part of the service so that the plan stays current with changes in health, finances, or relationships. The goal is to create a durable plan that honors the owner’s wishes while making implementation straightforward for caregivers and trustees.

Protect Your Pet’s Future — Contact Us to Begin Planning

How We Help Clients Create Pet Trusts

Our process begins with a focused conversation to identify your pet’s needs, preferred caregiver, and funding goals. We gather information about the pet’s health, routine, and any anticipated medical needs, then draft a trust or amendment tailored to those specifics. After preparing the documents we review them with you to ensure clarity and adjust as needed. Finally, we help execute the documents correctly in accordance with Tennessee law and provide instructions for sharing copies with caregivers and trustees to ensure a smooth transition when the plan becomes operative.

Step One: Initial Consultation and Information Gathering

The initial phase gathers essential information about the owner, the pet, and the intended caregivers and trustees. This includes basic health information for the animal, details about any ongoing medical treatments, and the owner’s preferences for daily care and possible rehoming. Financial information relevant to funding the trust is also discussed. The goal is to outline realistic instructions and funding plans so that the drafting phase can proceed with precise and actionable direction tailored to the pet’s needs.

Discussing Care Preferences and Daily Routine

We will document the animal’s routine, preferred food, exercise needs, and veterinary contacts so that the trust reflects realistic daily care. Clear, specific instructions help caregivers provide consistent routines that reduce stress for the pet. Noting special handling requirements or behavioral considerations ensures caregivers and trustees understand what arrangements will preserve the animal’s wellbeing. This detail also assists in preparing contingency instructions if the initial caregiver cannot continue.

Identifying Caregivers, Trustees, and Funding Sources

This part focuses on naming a primary caregiver and alternate caregivers, choosing a trustee to manage funds, and deciding how the trust will be funded. We discuss whether to fund the trust through a specific bequest, a percentage of the estate, or another source, and set realistic expectations for disbursement methods. Identifying alternates ensures the plan remains workable if people’s circumstances change, and establishing funding clarity helps avoid gaps in the pet’s care.

Step Two: Drafting and Review of Documents

Once information is gathered we draft the trust or will provisions that reflect your instructions. Documents are prepared to establish the trustee’s authority, caregiver duties, funding mechanisms, and contingencies. We review the language with you to confirm it accurately captures your wishes and to clarify any operational details, such as documentation required for reimbursement. The review stage gives you an opportunity to refine instructions so that the plan is clear and implementable when needed.

Customizing Language to Match Your Goals

Drafting focuses on using precise, enforceable language that aligns with Tennessee law and your personal goals. Custom clauses might address payment schedules, required receipts, veterinary care authorization, and rehoming preferences. The drafting phase allows for adjustments to ensure the trust covers likely scenarios while remaining clear and practical. Careful wording reduces ambiguity and provides trustees and caregivers with a reliable roadmap for carrying out the owner’s directions.

Finalizing Documents and Execution

After you approve the draft we arrange for proper signing and execution, ensuring compliance with state formalities so the documents will be effective when needed. We provide guidance on storing originals and sharing copies with named parties. Execution also includes discussing any related estate documents that should be updated to reflect the pet trust. Proper completion at this stage helps avoid delays or disputes when the trust becomes operative, providing immediate benefit to the animal when circumstances require it.

Step Three: Post-Execution Support and Periodic Review

After documents are executed we offer guidance on informing caregivers and trustees about their roles and on maintaining records the trustee will need. Periodic review is recommended to account for changes in the animal’s health, caregiving arrangements, or your financial situation. If updates are needed we can assist with amendments to the trust or related documents. Ongoing attention ensures the plan remains aligned with current realities and continues to protect the pet as intended.

Coordinating with Caregivers and Trustees

We help coordinate communication between you, the caregiver, and the trustee so everyone understands responsibilities, reporting expectations, and how to access funds. Clear instructions about receipts and veterinary records make it easier for trustees to reimburse caregivers and for both parties to comply with the trust’s terms. This coordination reduces confusion and prepares the named individuals to act quickly and consistently when the plan is activated.

Reviewing and Updating the Plan Over Time

Life changes require updates to ensure the plan remains effective, such as when a caregiver moves away, a trustee becomes unable to serve, or the pet’s health changes. Regular reviews—recommended every few years or after major life events—help confirm that named parties are still appropriate and that funding remains sufficient. We assist with amendments or restatements to preserve the original intent while ensuring the document remains enforceable and practical for current circumstances.

Frequently Asked Questions About Pet Trusts

What is a pet trust and how does it differ from leaving money in a will?

A pet trust is a legal arrangement that dedicates assets and instructions specifically for the care of a companion animal. Unlike a plain provision in a will, a pet trust sets aside funds managed by a trustee for the animal’s benefit and can authorize a caregiver to use those funds for routine and emergency care. This structure offers clearer financial authority and oversight designed to make funds available and used as intended for the pet.A will can name a caregiver and leave money, but probate may delay access to funds and complicate immediate care. A pet trust creates a more direct mechanism for funding and managing expenses, and it allows the owner to specify responsibilities, documentation requirements, and contingencies to better secure the animal’s welfare.

Choose a caregiver who is willing, able, and familiar with your pet’s routine and needs. Have open conversations about long-term commitment and practical responsibilities, such as daily care, transportation to the veterinarian, and handling emergencies. Naming an alternate caregiver provides a backup if the primary person cannot fulfill the role.For trustee selection, choose someone who can manage funds responsibly and keep clear records. That person does not need to be a financial professional but should be organized and willing to follow the trust’s instructions. Consider naming a successor trustee to ensure continuity if circumstances change.

Estimating how much to set aside depends on the animal’s life expectancy, routine care costs, and potential medical needs. Consider routine veterinary visits, vaccinations, food, grooming, and likely treatments for common conditions. For animals with chronic health issues or anticipated advanced care, plan for higher ongoing costs and potential emergency treatments.A practical approach is to prepare an annual cost estimate and multiply by a reasonable number of years based on the animal’s age and health, then add a contingency for emergencies. We can help model funding options so the trust is realistic and sustainable without overcommitting estate resources.

Yes, a pet trust can cover multiple animals or nontraditional pets, but the plan should address unique needs for each animal. For multiple pets, the trust can specify how funds are allocated, whether equally or according to need, and how caregiving responsibilities are shared or assigned. For exotic animals, include specialized care instructions, veterinarian contacts familiar with the species, and any regulatory considerations that may apply.The trust should be tailored to accommodate differing lifespans and care requirements so that resources remain available for each animal as needed. Specific instructions reduce confusion and help caregivers and trustees prioritize spending appropriately.

Include contingency provisions in the trust to name alternate caregivers and trustees. If the primary caregiver cannot continue, the trust should specify who steps in and how transitions are handled. Clear rehoming criteria and instructions for transferring care minimize disruption and ensure the pet’s needs remain the priority.Designating alternates and providing instructions for contacting them helps avoid court involvement and reduces the likelihood of the pet entering a shelter. It is also useful to document preferences for who should be notified and how decisions should be communicated during a transition.

A properly drafted pet trust can provide faster access to funds than a will that must go through probate, because the trustee can have authority to manage trust assets on behalf of the pet. However, the specifics depend on how the trust is funded and coordinated with other estate documents. Clear funding mechanisms and trustee authority help reduce delays in paying for the animal’s care.In some cases, a trustee may need to follow certain administrative steps before disbursing funds. We can structure the trust to minimize unnecessary delays while preserving necessary oversight and documentation requirements to ensure funds are used appropriately.

Yes, a trust may require the caregiver to provide receipts, veterinary records, or other documentation to the trustee before being reimbursed for expenses. Requiring documentation promotes transparency and helps ensure funds are used according to the owner’s intentions. The trust can specify the types of records required and how often reports should be submitted.Balancing documentation needs with practicality is important so caregivers are not burdened by excessive paperwork. The trust can set reasonable thresholds for reporting and allow for direct payments to service providers when appropriate, simplifying administration while maintaining accountability.

Pet trusts can typically be amended or revoked by the owner while they retain capacity, depending on the trust’s terms and structure. If circumstances change, such as a shift in finances, the death or move of a named caregiver, or changes in the pet’s health, it is wise to update the trust to reflect current wishes. We can assist with amendments or restatements to maintain clarity and enforceability.If the trust becomes irrevocable under certain conditions, consult with counsel about possible modification options available under Tennessee law. Regular reviews help catch issues early so that changes can be handled proactively and reduce the need for later court involvement.

Tennessee recognizes pet trust arrangements when drafted in accordance with state requirements. A well-constructed document that clearly designates funds, appoints a trustee, and outlines caregiving duties will generally be enforceable. Including contingencies and naming alternates further strengthens the plan and reduces the possibility of disputes.State-specific formalities and best practices should be followed to ensure the trust functions as intended. We prepare documents to comply with Tennessee law and coordinate them with other estate planning instruments to minimize conflicts and maximize clarity for trustees and caregivers.

For an initial consultation bring information about your pet’s health, age, daily routine, veterinary contacts, and any known medical needs. Prepare a list of people you are considering naming as caregiver and trustee, along with alternate choices. If you have existing estate documents, bring copies so we can review how a pet trust would integrate with them.Also bring a basic summary of relevant financial information and your goals for funding the pet’s care. This background helps us propose practical funding options and draft clear provisions that reflect your intentions and the pet’s needs.

Leave a Reply

Your email address will not be published. Required fields are marked *

How can we help you?

Step 1 of 4

  • This field is for validation purposes and should be left unchanged.

or call