Trust Funding Strategy Tool

A step-by-step guide to making sure your pet is protected—financially.

Your love is limitless—and now your planning can be, too.
The Trust Funding Strategy Tool is a digital download designed to help you confidently fund your Companion Animal Trust. Whether you're using savings, insurance, or investment accounts, this tool walks you through estimating your pet’s lifetime care costs and choosing the best strategy to meet their needs.

✅ Estimate real costs for vet care, grooming, pet insurance, and more
✅ Compare multiple funding options (cash, life insurance, retirement, etc.)
✅ Use checklists to finalize your plan and stay organized
✅ Includes glossary of key legal terms for pet trusts
✅ Optional: Add a $75 legal review to get expert guidance tailored to your plan

Because your beloved animal companion deserves more than love—they deserve a plan. 🐶🐾

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