Planning A Pet Trust

Sabrina and Dogs

Planning A Pet Trust
By: Sabrina Winters, Attorney at Law, PLLC

 
As a mom to two furry children (Biscuit and Gracie) I know how pet owners perceive their pets…like family! We take them to the doctor, we have them bathed and groomed, we walk and exercise them and yes, we even have full conversations with them as well! It’s important to understand, that although we may treat them like we would another family member, North Carolina considers pets as property. This means that when we pass away, our pet is treated just like our bank account and CD…they have to “go” to someone.
 
Since they are considered property, it is important that you specifically dictate in either your Last Will and Testament or your Revocable Living Trust or better yet your Pet Trust, specifically what your wishes are regarding your pet or pets. If you don’t plan out fully who will take your pet you run the risk that no one is immediately ready upon your passing to care for them. Below is a list to help you start thinking about how you would plan for your pet. This is a great list to put together for your vet and even your pet sitter!
 
WHAT SHOULD BE INCLUDED IN A PET TRUST

  • Type of pet (parrot, dog, cat, etc.)
  • Pet’s name
  • Pet’s date of birth
  • Breed of Pet
  • Temperament (good with children? Can you approach him/her when he/she eats?)
  • Color and distinguishing markings;
  • Pet’s Behavioral Habits
  • Brand of food, feeding amounts, feeding times
  • Daily routine schedule (walk times, play times, snack times, etc.)
  • Visitors your pet is accustomed to visiting with
  • Location of Dog Park permits
  • Name, address, phone number of veterinarian
  • Health Insurance information
  • Medications and Medical History (heartworm, flea and tick, allergy medications; previous surgeries)
  • Favorite toy
  • Favorite play activities
  • Where does your pet like to sleep
  • Name, address and phone number of the temporary guardian
  • Name, address and phone number of the permanent guardian
  • Name, address and phone number of the successor permanent guardian
  • Information regarding the funds where money is held for your pet
  • Name, address and phone number of the primary Trustee
  • Name, address and phone number of the successor Trustee
  • How the assets left after the death of your pets are distributed
  • Burial or cremation instructions
  •  
     

    Do you need help setting up a Pet Trust?
     
    Sabrina Winters, Attorney at Law, PLLC
    6406 Carmel Road
    Suite 301
    Charlotte, North Carolina 28226
    p: (704) 843-1446
    f: (704) 973-0773

    swinters@sabrinawinterslaw.com

    www.ncestateplanninginfo.com

    Client reviews on AVVO.COM

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