Because estate-level pet care should run like every other part of the plan.

When a family brings a beloved pet into their estate planning, things tend to get… fuzzy.

Most pet provisions are vague. Most caregivers aren’t vetted.

And most fiduciaries are left trying to piece together a system from scratch—right in the middle of a crisis or transition.

We fix all of that. Before it becomes your problem.

Here’s how we build a care model that works beautifully—for the pet, the plan, and everyone involved.

Step 1: Discovery & Documentation

We begin with a confidential intake process designed for fiduciaries, estate planners, or designated family representatives.

We gather:

  • Trust or estate care clauses

  • Client health/lifestyle stage

  • Pet species, breed, age, medical needs

  • Property layout and care logistics

  • Emotional/family dynamics that may influence care

  • Existing providers (if any)

We’ll also flag any legal language that needs clarification or definition—and help you handle that now, before it creates downstream conflict.

Already had a pet clause drafted 10 years ago?

Great. We’ll translate that into something real-world ready.

Step 2: Assigning Your Concierge Manager

Each client is matched with a dedicated, senior-level concierge manager who becomes the single point of contact for:

  • Translating legal language into actionable plans

  • Coordinating all on-the-ground care professionals

  • Handling staffing changes, coverage, travel logistics, and emergencies

  • Creating continuity through every phase of the pet’s life

You don’t have to manage multiple vendors, chase down paperwork, or explain the trust language ever again.

Your concierge does all of that for you.

Step 3: Matchmaking & Care Infrastructure

The concierge then curates your core care team:

  • A day-to-day professional (or team) suited to the pet’s lifestyle and medical needs

  • Backup coverage and documented care transitions

  • Optional household specialists: exotic care, in-home medical support, transport, wellness add-ons

We also conduct a home environment audit, flag any risk areas (fencing, flooring, containment), and coordinate with property contractors or designers to create custom pet spaces—if needed—that prevent damage and protect equity.

This phase includes:

  • COIs and insurance verification

  • NDA issuance and privacy protocols

  • Emergency protocols + secure communication chain

  • Budget planning and reporting preferences

Step 4: Integration & Oversight

Once the care model is in place, we integrate with the estate or fiduciary team:

  • Provide access to care logs, reports, updates

  • Sync with family office systems or assistants as needed

  • Offer quarterly or annual review options for compliance alignment

  • Maintain readiness for transitions, hospitalizations, or sudden changes in plan

Whether care is daily or only occasionally used, the system runs quietly in the background—documented, flexible, and completely off your plate.

Add-On: Lifetime Care Budget Forecast

(Optional) We’ll generate a detailed care forecast that includes:

  • Estimated medical, boarding, grooming, and specialty costs

  • Travel and emergency allocations

  • Final-stage care planning or sanctuary placement for exotic pets

  • Adjusted funding recommendations for pet trusts based on lifestyle and breed/age

This helps the fiduciary fulfill the duty to prudently manage costs—and helps families feel deeply confident in the future.

Working With Us Feels Like:

  • One onboarding call, followed by hands-off ease

  • Pets cared for by people who know what they’re doing

  • Legal protection that aligns with your highest fiduciary standard

  • A trusted partner already thinking ten steps ahead of you

Let’s make pet care as seamless, legal, and thoughtful as the rest of your plan.


Schedule a call with us today.