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Pet Trust Questionnaire

Instructions:

Please set aside time to fill out this worksheet. It can take about 30 minutes depending on how much information you need to enter. Thank you for working with us to prepare your Pet Trust. Please complete the questionnaire to the best of your ability so our staff can draft your trust documents quickly and efficiently.

If you have any questions while completing the form, please email our office.

Email: filings@api.law
Office: 888-521-0322

** Please note, this form does not autosave. If you close this** browser window before you hit the submit button, your information will be lost.

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I. Trust Name and Grantor

Trust Name: (The Trust)

Enter the full legal name of the Grantor, Including first, middle, and last name. Do not use nicknames.

Please list the full legal name of the Grantor of the Trust:

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If Yes, When was it last updated?

II. Contact Information

Mobile

Alternate Phone

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Address

City

Zip Code

County

Country

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III. Pet Information

Provide the pets full name and a brief but thorough description of each pet. For example: "My 4 year old Black Labrador Retriever, Spot, or my calico cat, Muffin, who is currently 12 years old."

Pet Name #1

Pet Description #1

Pet Name #2

Pet Description #2

Pet Name #3

Pet Description #3

Pet Name #4

Pet Description #4

Pet Name #5

Pet Description #5

Pet Name #6

Pet Description #6

If you have more than six pets include their name and description here

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IV. Successor Trustees

Successor Trustee Definition:
The Grantor (you) is the creator of the Trust. The Grantor(you) is the initial Trustee. Upon the death of the Grantor, a Successor Trustee must be named to serve in that capacity and administer the terms of this Trust.

Full Legal Name of Successor Trustee

Full Legal Name of Alternate Successor Trustee

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V. Beneficiaries

Beneficiary Definition:
The Beneficiary is the person that will become the owner and caretaker of the pet after the Grantor's death. The Trustee can be named as the Beneficiary and be one in the same person.

In the spaces provided below, please list the full legal names of the beneficiary as well as a description of how you want your pets assigned if you have more than one. For example if you have two pets and two different beneficiaries, please indicate which pet goes to which beneficiary in detail.

Examples:
I want John Smith to be the beneficiary of my calico cat Muffin.
I want Jane Doe to be the beneficiary of my black labrador Spot.

Beneficiaries: Full Legal Name(s) and Details

In the event your initial beneficiaries are unable to provide care or take on the responsibility for your pet, please indicate any alternate beneficiaries.

Alternate Beneficiaries: Full Legal Name(s) and Details

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The Grantor should also designate a remainder Beneficiary to take any remaining trust assets or property upon the death of all the Grantor's pets. The remainder Beneficiary could be a charity, another family member, one of the Trustees or Successor Trustees, ect.

Remainder Beneficiaries: Full Legal Name(s) and Details

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VI. Payment Instructions

Instructions to Trustee reguarding payment. (If none, write NONE)

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VII. Supplemental Info

Please use this section to add extra details and clarifications for your Pet Trust. If you have no further details you may skip this section.

Supplemental Information

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VII. Supplemental Info

I confirm the information on this questionnaire is complete, true and correct to the best of my knowledge

Dated This Day

Online Signature 1

Online Signature 2

Submit

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