Professional coordination

Align the care agreement with every controlling instrument.

A concise reference for attorneys, fiduciaries, insurance professionals, and financial institutions.

Download the adviser sheetSupport Center
01

Confirmed organization identity and contact

Cats in the City Rescue, DBA Feline Transitions, EIN 33-2724653. Mail professional correspondence and written verification requests to: Cats in the City Rescue, DBA Feline Transitions, PMB 40571, Beaverton, OR 97008. For an unrestricted charitable gift, use the purpose notation “Feline Transitions Lifetime Care Program.” Use the Contact page for an initial electronic inquiry; do not include full account numbers or unredacted instruments.

02

Coordinate, do not substitute

A will does not replace an insurance, retirement, POD, or TOD beneficiary form. The participant’s advisers should coordinate trusts, wills, beneficiary designations, direction letters, and the Lifetime Care Agreement.

  • Pet trust: dedicated property administered for identified animals
  • Lifetime Care contribution: collective program support unless a restriction is accepted in writing
  • Keep institutional confirmation and upload a redacted copy to the private workspace
03

Acceptance boundaries

Do not name Feline Transitions as trustee, personal representative, attorney-in-fact, trust enforcer, owner, residential provider, caregiver, or restricted-gift recipient without prior written acceptance. Naming the organization does not create an obligation.

Related guidance

Continue with the part of the plan that needs attention.

Estate and funding guideGift verificationDocument centerSecurity and records

Program boundary

Only accepted agreements create program duties.

Public guidance helps people prepare and coordinate. It does not itself create custody, ownership, placement, residency, fiduciary authority, restricted use, or an emergency-response obligation.

Review program scope