We often think of our pets as part of the family, so it's not unusual to worry about what might become of them after we die. With some key conversations and carefully crafted clauses in your Will, you can make sure you’ve sorted out your pet’s situation before you pass away.
Roughly 60% of Australian households have pets, so when I’m drafting Wills, I always ask my clients 1) “Do you have animals?” and 2) “What do you want to do with them?”
The responses vary, as do the instructions that are included in Wills.
Sometimes it depends on the age of the pet. As sad as it may sound, some people say, “If I die before my animal, I’d prefer the animal to be euthanised, because it’s at such an age that re-housing it would be too difficult.”
More often, though, people want to preserve the life of their pet and to set aside a financial arrangement to help with this.
In Australia, animals are property, and like other property, you can gift a pet to someone.
Whether or not that person wants the gift is another story – they can decline it. This is a potential outcome if you leave your animal to someone without telling them.
The ideal scenario is to have a conversation ahead of time to make sure the person you intend leaving your animal to is happy to take the animal. After all, it’s a huge responsibility to adopt a pet – especially someone else’s pet.
I’ve seen this work beautifully firsthand. About 15 years ago, I drafted a Will for a bachelor who owned an elderly Labrador. He spoke to his neighbours who agreed to take care of the dog should he die before the dog. The Will-maker set aside $5,000 to meet the costs of the dog’s up-keep.
When my client died, the dog was successfully rehomed with the neighbours; he became part of their family and lived out his natural life expectancy. The money paid for the dog’s everyday expenses as well as a leg operation. It was a great outcome.
Another option is taking advantage of animal welfare agency legacy programs. Similar to gifting your pet to a person, you can gift a sum of money to the animal welfare agency of your choice that is used to rehouse or care for your animal. The RSPCA, for example, offers a Bequest Animal Program that allows pet owners to make a gift for the life-long care of their animal.
Apart from discussing your intentions with family and friends, the most important thing you can do is to provide clear instructions in your Will.
For example, you could include a clause in your Will that says, “I’d like to gift my dog Rover to my sister Amy”. But what if Amy is no longer able to take care of Rover? You need to try and deal with these kinds of scenarios. If your instructions are unclear or unable to be implemented, it then becomes a problem for your executor.
What will your executor do if they can’t successfully re-house Rover with someone else? They may be forced to euthanise the dog.
By law, pets can’t inherit money, but you can create a trust for them in your Will. The money in the trust can be used to pay for their care and day to day expenses in accordance with the wishes you leave. You will need to nominate a trustee to look after the funds. This might be your executor but it can be some-one else. The clause should also say where the balance of the trust goes when the pet dies.
One of the most important things is to make sure that other people know that you’re a pet owner. Tell people – your neighbours, friends, family – that you’ve got an animal. That way, if something happens to you, people know to make inquiries and either collect the animal or take steps to make sure it’s being looked after.
Having a clear plan and drafting a Will that includes provisions for Spot the spaniel or Mittens the cat means that your pet won’t fall through the cracks after you’re gone.
Our online Wills service, MyLife Wills® is a great place to start.
You can provide the information for your Will online in the comfort of your own home. It only takes 30 minutes, reducing face to face time with a lawyer, and therefore reducing the cost.
However, the significant difference with our online service is that an expert Wills & Estates lawyer will draft your Will so you can rest assured it’s legally valid.
To protect Rover and yourself, it’s time to update or create your Will. Start online today.
Our experienced wills and estates lawyers are here to help - everything from getting your own affairs in order, to administering a Will when you're an executor, to challenging a Will.
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