Giving Animals a Future booklet

The Plan Questionnaire 7

- Step Legacy

What Are My Goals for My Legacy? 1. 2. 3. 4. For Whom Do I Need to Plan? Animal Companion(s) Spouse Domestic Partner Children Grandchildren

The 7 Steps 1. Inventory My Assets 2. Plan for My Animal Companions 3. Plan for Myself and Others 4. Plan My Philanthropy 5. Complete My Paperwork 6. Monitor and Revise 7. Join the Augustus Club

Other Family Members Friends My Favourite Charity or Charities Other

What Are My Assets? Cash

Real Estate Business Ownership Personal Property (eg, vehicle, boat, jewellery) Other

Savings Account Current Account Shares Pension Plans Life Insurance

What Legacy Plans Do I Have? Bequest and Guardian Designation for My Animal Companion(s) Power of Attorney – Ordinary and Lasting Will Living Trust Outright Gift Other

Create a Legacy for Animals • PETA.org.uk/Legacy