Pet Trusts
Plan for the Care of the Companions You Love
For many families, pets are part of the family. Thoughtful estate planning can help provide direction for their care if you become unable to care for them or after your death. A pet trust may provide a framework for identifying caregivers, setting aside appropriate resources and establishing instructions for the care of your companion.
Pet trust and estate planning counsel for pet owners throughout Holliston and the MetroWest area.
Your Estate Plan Can Include the Companions Who Depend on You
For many people, estate planning is about more than property and finances. It is also about the people and pets who depend on them. Although the law generally treats pets as property rather than as people, an appropriately structured estate plan can provide instructions and resources for their care.
The right approach depends on your circumstances, your pet's needs, your goals, and applicable Massachusetts law.
Legal Options for Pet Care
Yes — But the Planning Structure Matters.
Pets are deeply important members of many families, but under the law they are generally treated differently from human beneficiaries. That means simply naming a pet in a traditional inheritance provision may not accomplish everything an owner hopes to achieve. Depending on the circumstances, planning may involve provisions in a will, a trust, or another appropriate estate planning arrangement.
A Coordinated Estate Plan
The right structure should be considered in light of Massachusetts law and the individual needs of the pet and owner.
Whether a pet trust is appropriate for you depends on your circumstances and the structure of your overall plan.
Will vs. Pet Trust
A Will Is Not the Only Way to Plan for a Pet
Will Provisions
A will can contain instructions concerning your wishes for your pet, but its provisions generally take effect through the estate administration process.
Pet Trust
A properly structured pet trust may provide a framework for ongoing care, financial resources and instructions according to its terms.
Immediate Needs
Pets require food, shelter, and care every day. Planning should consider how those needs will be addressed if you become unable to provide care.
Care Instructions
A trust can potentially include more detailed directions concerning daily care, veterinary treatment, and other needs.
Plan for the Details That Matter
Daily Care
Food, exercise, housing, and normal routines.
Veterinary Care
Instructions and resources for routine and unexpected veterinary needs.
Medications
Important medication or health-related care instructions, where appropriate.
Pet Insurance
Resources for insurance premiums or other recurring expenses where appropriate.
Grooming & Comfort
Consider the practical details that contribute to your pet's quality of life.
Determining Financial Support for Pets
How Much Is Appropriate for Your Pet's Care?
There is no single amount that works for every pet. The appropriate amount may depend on factors such as the type and number of pets, age and expected lifespan, current health and veterinary needs, food and routine care, grooming, medications, insurance, housing, anticipated extraordinary expenses, and the financial resources available to the owner.
Balancing Needs and Goals
The resources appropriate for an older dog may differ significantly from those needed for a young horse or multiple pets. Planning should balance the anticipated needs of the animal with your broader financial and estate planning objectives.
Your Pet's Needs Can Change, Too.
A New Pet
Getting a new pet or the passing of a current one.
Health Changes
Changes in your pet's health or care needs over time.
Caretaker Changes
Your chosen caretaker becomes unavailable, or you move.
Life Changes
Financial or family circumstances change, or your broader estate plan is updated.
The Best Pet Plan Is One That Reflects the Life Your Companion Actually Lives.
As your pet's needs and your circumstances evolve, your plan can be reviewed and updated to continue reflecting them.
Thoughtful Planning for the Companions Who Depend on You
Listen
Understand your pet, family, concerns, and practical priorities.
Explain
Make the planning options and legal considerations easier to understand.
Plan
Create an approach designed around your circumstances and your pet's anticipated needs.
Start Your Estate Plan Today
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Flat $400 Rate
Comprehensive Practice Areas
Estate Planning
A coordinated plan for your assets, family, and future.
Wills
Establishing how your assets should be distributed and who should carry out your wishes.
Planning for Children
Guardianship nominations and trusts for the next generation.
Plan for the Companion Who Depends on You
Thoughtful planning can help provide direction for your pet's care and give the people you trust a clearer understanding of your wishes.
Deland Law Office
1660 Washington Street
Holliston, MA 01746