Pet Trust Estate Planning Questionnaire
1. Personal Information
Full Name
Address
Phone Number
Email
2. Pet Information
Pet Name
Type (e.g., Dog, Cat, Bird)
Breed
Age
Special Needs/Instructions
3. Caretaker Information
Designated Caretaker Name
Caretaker Contact Information
4. Trustee Information
Designated Trustee Name
Trustee Contact Information
5. Funding the Trust
Amount to be Set Aside for Pet Trust
Details/Instructions Regarding Fund Usage
6. Additional Instructions/Notes