08/04/2026
For many people, pets are not just animals. They are beloved members of the family. Yet when it comes to estate planning, our four-legged companions are often left out of estate plans.
Here is what happens without a plan in place: If you pass away or become incapacitated without specific provisions for your pet, they may be distributed as personal property under state law, potentially without any financial support for their care.
So, our team wants to share a few key protections for pets that estate plans can include.
🐾 A designated caretaker who will have physical custody of your pet can be named directly in your estate planning documents, along with specific care instructions.
🐾 A backup caretaker can also be named in your estate planning documents in case your first choice is unable or unwilling to take on the responsibility.
🐾 A pet trust, which is a legal arrangement that sets aside funds specifically for your pet's care, names a trustee to manage those funds, and creates accountability for how the money is spent. Pet trusts are now recognized in all 50 states and can be incorporated into a new or existing estate plan.
🐾 Detailed care instructions covering your pet's unique needs, daily routines, veterinary preferences, and any other considerations that will help the caretaker provide continuity of care.
With countless households owning at least one pet, ensuring their future can be a meaningful and increasingly common part of comprehensive estate planning. If you have questions about how to include your pet in your estate plan or would like to explore your options, please reach out today. We are here to help.
