For many of us, pets are more than animals—they’re part of the family. You make sure they’re fed, groomed, healthy, and loved. But have you thought about what might happen to them if you pass away or become unable to care for them? It’s a difficult question, but one worth answering now.
In California, you can create a legally binding pet trust that ensures your furry companion continues to receive the care they deserve. At OC Wills & Trust Attorneys, we’ll help you set up a plan that reflects how much your pet means to you.
What Is a Pet Trust?
A pet trust is a legal arrangement that allows you to set aside money for your pet’s care. It ensures that, if something happens to you, someone you trust will step in and provide for your pet just the way you would.
Here’s how it works:
- You (the trustor) create the trust and fund it.
- A trustee manages the money and ensures it’s used as intended.
- A caregiver looks after your pet.
- Optionally, an enforcer can be named to oversee everything.
Unlike informal promises or gifts left in a will, a pet trust is enforceable under California law. That means the person you choose to care for your pet is legally obligated to follow your instructions. This can offer peace of mind knowing your companion won’t end up in a shelter or be left with someone unprepared.
Key Elements to Include in a Pet Trust
A good pet trust covers more than just the basics. It gives your pet the same comfort and routine they’re used to—and it ensures no one is left guessing.
When you work with us, we’ll guide you through:
- Choosing a caregiver who knows your pet or is willing to step in.
- Naming a trustee to manage the funds and ensure the caregiver follows your wishes.
- Outlining daily care, including feeding schedules, exercise, and grooming.
- Covering medical needs, like check-ups, vaccinations, and emergency care.
- Designating a remainder beneficiary to receive leftover funds when the pet passes away.
We also make sure to include backup options in case your first choice of caregiver or trustee is unavailable. Your pet deserves continuity, and your trust should reflect that.
Why a Pet Trust Can Be Better Than a Will
Many people think leaving instructions in a will is enough. But when it comes to pet care, wills often fall short. Wills go through probate, which can delay when funds become available. They don’t legally require someone to follow your instructions for pet care, and they don’t stay in effect for the entire life of your pet.
Pet trusts, on the other hand, go into effect quickly and remain in place for the pet’s lifetime. The money is held in a dedicated account and used solely for your pet’s needs. We’ll help you decide whether a pet trust is the right option or if it should work alongside your will or other estate planning tools.
How We Help You Set Up a Pet Trust
Setting up a pet trust doesn’t have to be complicated. We’ll walk you through it, step by step.
Here’s what you can expect:
- We meet with you to learn about your pet and your goals.
- We help you choose roles—a caregiver, a trustee, and a backup plan.
- We draft clear instructions that reflect your values and your pet’s needs.
- We help you fund the trust with the right amount to support your pet throughout their life.
If you already have an estate plan, we can fold the pet trust into it. If not, we’ll help you build a comprehensive plan from the ground up. Either way, we’re here to make sure your companion is protected.
Contact Our Experienced Orange County Pet Trust Attorneys
You’ve done everything to give your pet a good life. Let’s make sure that continues, regardless of what the future brings. A pet trust is one way to provide for the animal that depends on you. Reach out to OC Wills & Trust Attorneys today. We’ll work with you to create a plan that honors the bond you share with your pet and ensures they’re loved and cared for no matter what.
