Overview
Pet Trust planning helps appoint a guardian, protector, and funding instructions so a beloved pet can continue to receive care.
When pet care needs planning
Many clients make detailed plans for family members but forget that a pet may also need care if the owner passes away or becomes disabled.
A Pet Trust allows funds and instructions to be set aside for the pet guardian and protector.
- Appoint a pet guardian
- Appoint a protector for care decisions
- Allocate funds and regular allowance
- Set instructions for the guardian
- Allow review and amendment when circumstances change
Next step
The right structure depends on family relationships, assets, liabilities, nominees, beneficiaries, and business interests. A consultation helps confirm which document or trust arrangement is suitable.