If you have concerns about predeceasing your pet, there is a viable estate planning option in the form of a pet trust. Clearly, this would be relevant to senior citizens, and younger pet owners may want to have a plan in place as a purely precautionary measure.
Caretaker
The first order of business is to designate a caretaker that will actually care for the pet on a day-to-day basis if it becomes necessary. Ideally, this will be someone that has an existing relationship with your pet.
If there is no one that fits the bill, you can make an effort to connect the pet and the would-be caretaker so they become familiar with one another. The person could take a dog for occasional walks, and they could pet sit while you are out of town for the weekend.
This may sound like an overstatement of the obvious, but you should definitely discuss your intentions with the person that you would like to serve as the caretaker. Even if you are sure that they would be willing to step in, you should confirm this in no uncertain terms.
You should also designate an alternate caretaker that will be willing to step into the role if the primary choice is unable to care for the pet for some reason.
When you are drawing up the trust declaration, you should leave specific instructions with regard to the way you want the pet to be cared for on every level. In this manner, the pet’s routine will not be disrupted, and this will minimize their sense of loss.
Trustee
You have to name a trustee when you are establishing your pet trust. This is a person that will administer the trust, and you have a system of checks and balances in place when you have a trustee and a caretaker.
The trustee would have a seminar schedule page, and when you identify the session that works for you, follow the instructions to register.
Need Help Now?
If you have already determined that you are ready to work with an attorney to put a plan in place, our doors are open. You can schedule a consultation at our Westport or Glastonbury, CT estate planning offices if you call us at 860-548-1000, and you can use our contact form to send us a message.
Mr. Nirenstein is licensed to practice before the courts of the State of Connecticut and the United States District Court. He is a member of the Connecticut and Hartford County Bar Associations, and the Estate and Probate, Elder Law, Business Law and Real Estate Sections of the Connecticut Bar Association.
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