Pet Trust Review

Do you already have a pet trust but need the services of a qualified pet trustee?

You've taken the first step and created your own pet trust! Now, we can help with the providing quality fiduciary and trustee services. A pet trustee makes sure the terms and conditions of your trust are followed, that the resources in the trust are properly invested, disbursed and accounted for and that your beneficiary - your loved pet - is protected.

With our pet trustee services you'll have the confidence you need to know your pet is protected.

There are Three (3) Steps to Success: ​

1. Submit your custom pet trust for review by completing our pet trust review application and paying the review fee of $500.

2. We will review your pet trust and provide a detailed list of items that need to be updated or changed before acceptance. Submit these changes to your attorney for updating.

3. Upon approval, you'll sign our trustee services agreement, provide proof of funding and enroll in our Pet Protection Plan ($10 per month).

Now, you'll have peace of mind to know your loved pet will always remain in a loving home.

How it Works

STEP ONE

Download and complete our Pet Trust Approval Application.

**Application form is a fillable PDF

STEP TWO

Submit the completed application form along with your Pet Trust.

**Pet Trust must be in .doc (Word) format

  • Accepted file types: pdf, docx, doc, docm, dotm, dotx.