Trusts & Estates

read
Trusts & Estates

Planning for the Four-Legged Member of a Family

A pet trust instrument may not be of common knowledge to the average pet owner. You may help educate your client about this available option now permitted in California. Your clients may appreciate how attentive you are to the whole family’s needs by including estate planning elements for your pet. Adding pet elements to your estate planning practices is a great tool to retain your attorney-client relationship and simultaneously gain additional business. Be sure to ask plenty of questions and inform your clients of the benefits behind drafting a pet trust. There is a good chance that until the moment you ask your clients questions about their pets future care, they had not given it much thought. While cats and dogs are common house pets, the pet trust can be drafted for the benefit of other animals such as horses, cows, or any other domestic or pet animals. Be sure to ask about all types of fourlegged pals and explore your state’s probate code for pet trust provisions.

To learn more about protecting your client's pets and to access the article, please fill out the form below.


Complete the form to get your free guide

Related Resources

Industry Trends Report2023 Thumbnail
read
Trusts & Estates

2023 Estate Planning Industry Trends Report

Don't miss your chance to stay at the forefront of the estate planning industry. Download the full report for free by submitting the form on this page, and be well-prepared for current opportunities and challenges.

Learn More
Industry Trends2022 Thumbnail
read
Trusts & Estates

2022 Estate Planning Industry Trends Report

The 2022 Industry Trends survey illustrates both a willingness to embrace new technologies as we emerge from the pandemic and a strong interest among clients in taking advantage of a full range of estate planning strategies. Download to read the full report.

Learn More
EPAW 2023 No CTA
read
Trusts & Estates

2023 Estate Planning Awareness Week - Free Marketing Package

Get free access to an “Estate Planning Awareness Week” marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.

Learn More

Get the Premier Magazine for Industry Thought Leaders