Legacy of Care
Offering Peace of Mind
Planning for your pet's future without you
We love our pets dearly, and we expect to be there always to care for them. While most people outlive their pets, some do not, and more and more people are making estate plans for their pets in the event they can no longer care for them.
Under current law, you cannot leave money in your Will to your pet. You can, however, leave money to the Humane Society of Northwest Montana to be used for your pet's care. This is a good arrangement for people who have concerns that their beloved pet will be well cared for in the event of their death.
The Humane Society of Northwest Montana has created the Legacy of Care to ensure a home for pets who outlive their owners.
Where There's a Will
There is a Way
How can you help with the ongoing care of homeless and needy animals in our community?
A planned gift in a Will can take the form of cash, stock, bonds, real estate, personal property or other assets, and is generally defined in one of three ways:
A specific percentage of your estate
A specific dollar amount
A specific item
Real estate or a painting, for example
Create a Pet Directive
A clear plan for your pet's care in case of emergency, incapacity, or death
A Pet Directive is a written guide that outlines your pet's care instructions if something unexpected happens to you.
While it is not a legally binding estate document, it provides critical information to family members, friends, caregivers, and attorneys about:
- · Daily routines
- · Medical history and medications
- · Veterinary contacts
- · Temporary and permanent care instructions
- · End-of-life wishes
Having this document in place ensures your pet's needs are clearly communicated and reduces confusion during an already difficult time.
Developed in partnership with Columbia Falls Estate Planning (CFEP)
This Pet Directive was created by Denise P. Romer, Esq. of Columbia Falls Estate Planning to help Montana families protect their pets as part of a comprehensive estate plan.
If you are creating or updating your Will or Trust, we encourage you to speak directly with an estate planning attorney.
Protect Their Future Today
Putting your wishes in writing gives your family clarity and your pet security.
Complete the digital form for convenience, or use the printable PDF version to include with your estate planning documents.
Submitting the digital form authorizes Columbia Falls Estate Planning to contact you.
Other Opportunities
For Legacy Giving
Other Ways to Help Homeless Pets
A Will is, indeed, the most commonly used method for making planned gift at death. Other opportunities do exist, however, which may be used in combination with a Will or as a stand-alone vehicle.
The Humane Society of Northwest Montana can be named as the beneficiary of your:
Retirement Plan
Trust
Life Insurance Policy
Financial Accounts
Cash Accounts