ColleenWatters
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Estate Planning for your Pet

Your pet is more than just a companion—they are part of your family. Have you thought about who will take care of them if something happens to you? Estate planning for pets is a compassionate way to ensure they continue to live a happy, healthy life, even if you’re no longer able to provide their care yourself. Whether it’s a dog, cat, bird, or any other animal, I’m here to help you create a plan that provides peace of mind for both you and your furry (or feathered!) friend.
0s0ary, make provisions in your will. With virtual meetings now available via Zoom, we can discuss your pet's future and create a plan from the comfort of your home.
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If this is not an option for you then execution of a Will or Trust is recommended. 

Here’s what estate planning for pets includes:
  • Designating a Caretaker: Choose a trusted person to take responsibility for your pet if you pass away or become incapacitated.
  • Establishing a Pet Trust: A trust lets you set aside funds specifically for your pet’s care. The trust can appoint one person to manage the finances and another to provide daily care, or the same person can fill both roles.
  • Succession Planning: Ensure there’s a backup caretaker or trustee in case your initial choices are unable to serve.
  • Funding the Trust: Make sure your trust is properly funded to cover your pet’s needs, including food, veterinary care, and any special requirements.
We can also discuss how long the trust should remain in place and how any remaining funds should be distributed after your pet’s passing. Whether those funds go to family, friends, or a charity, we’ll work together to create a plan that aligns with your wishes.
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If you’re passionate about securing your pet’s future, let’s create a plan that ensures their care no matter what life brings. As a fellow pet owner and animal lover, I’m dedicated to helping you navigate this process with compassion and care, and to get started, I’m happy to meet with you virtually via Zoom, FaceTime, or by phone.

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