A pet trust is a legal plan that ensures your animals are cared for according to your wishes if you become incapacitated or die. At the Law Offices of Robert P. Bergman, we help Kern County residents create clear, enforceable instructions that name caregivers, allocate funds, and set routines for ongoing care. A thoughtfully drafted pet trust prevents confusion among family members, reduces disputes over responsibilities, and provides peace of mind that your companion will receive the attention and resources you intend. This page explains how a pet trust works and how it fits into a broader estate plan.
Establishing a pet trust involves more than naming a caregiver; it requires funding the trust, naming a trustee to manage the funds, and documenting specific care instructions for day-to-day needs and long-term health requirements. Many people in Lost Hills include provisions that cover veterinary care, food, supplements, boarding, and end-of-life decisions. When combined with instruments like a pour-over will or certification of trust, a pet trust helps ensure a seamless transfer of responsibilities and resources. This overview will help you understand the steps to protect your pet’s future and how our firm can support that process.
A pet trust provides legally enforceable instructions and dedicated funds to ensure your animal’s needs are met after you are no longer able to provide care. Without a trust, pets can become the subject of family disputes or end up in shelters. A trust clarifies who will care for the animal, how funds will be used, and what standards of care you expect. It also allows for oversight by a trustee, who can be directed to disburse money responsibly. For those with multiple pets or animals with special needs, a trust offers structured, ongoing support tailored to each animal’s requirements.
The Law Offices of Robert P. Bergman serves clients across California, including Lost Hills and Kern County, focusing on estate planning solutions such as trusts, wills, powers of attorney, and health care directives. Our approach centers on practical, client-focused planning that reflects each family’s values and goals. We prepare documents that coordinate with existing retirement, insurance, and property arrangements, and we guide clients through decisions about trustees, caregivers, and funding methods. Clear communication, thorough documentation, and attention to detail help clients leave reliable instructions for their loved ones and their pets.
A pet trust creates a legal vehicle to hold and distribute assets for the care of one or more animals. The trust names a trustee responsible for managing funds and a caregiver who provides day-to-day care. The trust document includes instructions about feeding, medical care, living arrangements, and any behavioral or grooming needs. It can also state preferences for long-term placement if a caregiver cannot continue care. A well-constructed pet trust uses clear terminology, realistic funding estimates, and mechanisms for oversight to make sure funds are used as intended and that care standards are maintained over time.
Funding a pet trust may involve transferring cash, designating assets through a pour-over will, or using a general assignment of assets to trust. A certification of trust can prove the trust’s existence without exposing sensitive provisions. Pet trusts can be structured to provide periodic disbursements for routine expenses and reserve funds for major medical needs. The trustee can be given discretion to approve expenses or follow fixed disbursement schedules. Reviewing and updating the trust as circumstances change—such as relocation, changes in pet health, or changes in caregiver availability—ensures the document continues to reflect your wishes.
A pet trust is a legally binding arrangement that designates assets for the care of animals and establishes responsibilities clearly for trustees and caregivers. It spells out care instructions, funding levels, veterinary preferences, and contingency plans. The document can name alternate caregivers and trustees, set aside funds for specific needs, and direct what should happen if the animal survives the original caregiver. In California, pet trusts are enforceable and can be tailored to cover a single pet or multiple animals, including provisions for pets with special or ongoing medical needs.
Creating a pet trust involves identifying the pet or pets, choosing a caregiver and trustee, estimating funding needs, drafting clear care instructions, and deciding how to fund the trust. Additional steps include coordinating the trust with a pour-over will and other estate documents, preparing a certification of trust for proof, and considering related instruments like powers of attorney and advance health care directives to address incapacity. The process also includes reviewing potential tax or public benefit implications, and arranging for successor arrangements if primary choices become unavailable.
Understanding common terms helps pet owners make informed decisions when creating a trust. Terms such as trustee, caregiver, funding, pour-over will, certification of trust, and general assignment describe roles, documents, and mechanisms used to implement a pet-focused plan. Grasping these concepts clarifies how the trust operates day to day, how funds are administered, and how the trust coordinates with other estate planning documents to provide a complete plan that protects both assets and the welfare of your animals.
A trustee is the person or entity responsible for managing the trust assets and disbursing funds according to the trust’s terms. The trustee keeps records, pays caregivers, and ensures funds are used for the pet’s welfare. Trustees may be family members, friends, or a professional fiduciary, and they can be given guidance about permissible expenses, veterinary decisions, and oversight procedures. Choosing a trustee involves selecting someone you trust to manage money responsibly and to follow the instructions you leave for your animal’s care.
The caregiver is the person who provides daily care, companionship, and medical coordination for your pet. The trust should name a primary caregiver and one or more alternates in case the primary caregiver cannot continue. Caregiver responsibilities can include feeding schedules, exercise routines, grooming, transportation to veterinary appointments, and adherence to any behavioral or medical plans you set forth. The caregiver and trustee should communicate clearly about how funds will be used and how records of expenses and care will be maintained.
Funding refers to the assets set aside to provide for the pet’s ongoing needs. Funding can come from cash, bank accounts, or transfers via a pour-over will or general assignment of assets to trust. The amount required depends on the pet’s expected lifespan, medical needs, and lifestyle. Funding should include an allowance for routine care, anticipated medical treatments, and an emergency reserve. Well-planned funding ensures the trust can fulfill its instructions without creating disputes or financial shortfalls for the caregiver.
A pour-over will works with a trust to transfer any assets left in your name at death into your trust, including funds designated for a pet trust. This instrument avoids leaving assets without direction and helps ensure that assets intended to support your pet are routed to the trust as intended. The pour-over will serves as a safety net to capture assets not previously transferred and integrates with other documents, such as a certification of trust and powers of attorney, to provide a cohesive approach to asset management and distribution.
When planning for pet care, owners can choose between a formal pet trust, informal arrangements in a will, or relying on verbal agreements. A properly funded trust provides stronger protection than a simple will-based request, because the trust holds funds and assigns management duties directly. Informal arrangements risk confusion, lack of funds, and potential disputes. Other alternatives include leaving funds to a caregiver without trust oversight, but this offers less accountability. Evaluating each option involves weighing oversight, enforceability, and the need for structured funding to meet long-term care requirements.
A limited approach may be appropriate when a pet’s needs are straightforward, expected expenses are modest, and trusted friends or family are prepared to assume responsibility without financial oversight. For short-term contingencies or when the owner maintains sufficient liquid resources that clearly pass to a designated caregiver, formal trust arrangements may not be necessary. However, even modest plans benefit from written instructions and a pour-over will as a backup to prevent misunderstandings and to ensure funds reach the intended caregiver if the primary plan cannot be carried out.
If you have close relationships with individuals who have unequivocally agreed to assume care and manage expenses, a limited arrangement may suffice. This pathway relies heavily on personal trust and clear communication to avoid disputes. Even so, documenting the agreement in writing, using a will to transfer funds, and naming alternates can reduce the risk of future complications. For owners who prefer simplicity and who have strong, reliable caregiver arrangements, the limited approach can be appropriate while still including safeguards for unforeseen changes.
A comprehensive pet trust is often advisable when animals have ongoing medical conditions, behavioral needs, or when multiple pets require coordinated care. Long-lived pets or those with expensive medical requirements benefit from structured funding, trustee oversight, and detailed care instructions. Comprehensive planning reduces the chance that funds will be misused, ensures continuity of quality care, and provides mechanisms for resolving disputes. Owners who want clear accountability and ongoing financial support for their animals are well served by a formal trust structure designed to meet these needs.
When owners want enforceable instructions and independent oversight of a caregiver’s use of funds, a comprehensive trust provides those protections. A trustee can be required to keep records, provide accounting, and follow specific disbursement rules. This oversight minimizes disputes and ensures adherence to care standards. For owners who wish to leave clear, enforceable guidance that survives family disagreements or changing circumstances, a comprehensive trust provides structure and legal force to carry out their intentions regarding the welfare of their animals.
Comprehensive planning creates a coordinated set of documents that protect both your animals and your broader estate goals. By combining a pet trust with a pour-over will, powers of attorney, and health care directives, owners create redundancy that ensures instructions will be honored even if assets are overlooked. A coordinated plan addresses funding, caregiver selection, contingency arrangements, and recordkeeping. The structured nature of trust administration reduces the likelihood of disputes and provides a clear path for caregivers and trustees to follow, which supports the pet’s stability and welfare.
A comprehensive approach also helps avoid unintended consequences such as insufficient funding, unclear caregiver authority, or conflicts among family members. It allows for tailored provisions for pets with special needs, and it can incorporate mechanisms to protect funds from misuse. Additionally, using a certification of trust and other supporting documents streamlines interactions with veterinarians, boarding facilities, and financial institutions, making transitions smoother for caregivers and minimizing delays in access to necessary resources for your animal.
One major benefit of a comprehensive plan is that it secures funds for your pet’s care and creates accountability around how those funds are used. The trustee’s role includes managing trust assets responsibly, making disbursements to the caregiver, and maintaining records. This structure helps ensure that money provided for your pet is reserved for its intended purpose and can address both routine and emergency expenses. Financial security reduces stress for caregivers and improves the pet’s long-term welfare by preventing financial shortfalls that could compromise care.
Comprehensive planning delivers clear, written instructions about diet, exercise, veterinary care, and living arrangements, creating continuity of care even when caregivers change. This clarity reduces confusion during a difficult time and ensures that new caregivers understand routines and medical histories. Detailed instructions and named alternates help preserve the pet’s standard of living and emotional well-being. Continuity also supports consistent medical decision-making and helps caregivers make choices that align with your values and the animal’s best interests.
Selecting the right caregiver and trustee is central to a successful pet trust. Look for individuals who have the temperament, means, and willingness to care for your animal long term. Discuss the responsibilities in detail, confirm acceptance in writing, and name alternates in the trust. Consider separating the caregiver and trustee roles to balance daily care with financial oversight. Protect the animal’s future by ensuring the trustee is willing to provide periodic accounting and the caregiver understands how funds will be used to cover pet expenses.
Include detailed instructions about diet, exercise routines, medication schedules, veterinary contacts, and behavioral needs to help new caregivers maintain consistency. Provide vaccination and medical history, microchip information, and preferred veterinarians. Request that the trustee and caregiver keep receipts and logs of expenses and care activities so the trustee can account for disbursements. Clear documentation reduces disputes and helps the trustee verify that funds were used appropriately, ensuring the pet continues to receive the level of care you intended.
Pet trusts protect the welfare of animals when owners can no longer provide care due to illness, incapacity, or death. They formalize care instructions and fund provision, reducing the likelihood that pets will be placed in shelters or experience gaps in care. For owners with multiple animals, pets with medical needs, or those who want specific lifestyle provisions, a trust provides structure and enforceability. Legal documentation also helps caregivers access funds and make informed decisions quickly, which can be especially important in urgent medical situations.
Creating a pet trust also avoids ambiguity and potential conflicts among family members who may have different views on care or expense management. The trust assigns clear roles and responsibilities, establishes oversight, and sets out fallback plans if primary choices cannot fulfill their duties. It integrates with broader estate planning documents like a last will and testament, revocable living trust, and power of attorney to ensure assets are coordinated effectively and that your animal’s needs remain a recognized priority in your overall plan.
Pet trusts are useful in many situations, including when owners travel frequently, live alone, have pets with special medical needs, or lack immediate family to assume care. They are also valuable for owners with aging pets, multiple animals, or significant assets set aside to fund long-term care. Trusts are beneficial when owners want to ensure continuity of care without family disagreements, or when owners wish to provide specific lifestyle instructions and financial resources that a simple verbal agreement or informal arrangement cannot reliably guarantee.
Individuals who live alone or travel often may prefer a trust to ensure consistent care if they are suddenly incapacitated. A trust names caregivers and trustees and holds funds to support the pet’s needs, reducing the risk that the animal will be placed in an unfamiliar environment. This planning helps maintain routines and supports the pet’s emotional stability, providing a clear path for caregivers to access resources and make appropriate decisions without delay during unexpected circumstances.
When a pet requires ongoing medical treatment, medications, or therapeutic care, a pet trust provides the financial and administrative framework to ensure continuity. The trust can allocate funds specifically for medical care and designate frequent veterinary visits or specialist consultations. It can also require documentation of treatments and establish instructions for handling chronic conditions. Such targeted provisions reduce the likelihood of interrupted care and provide caregivers with clear guidance on medical priorities and acceptable expense levels.
Owners who want to establish legal authority for caregivers and trustees to act on behalf of their animals benefit from a trust because it creates enforceable obligations and instructions. A trust clarifies the roles, sets expectations for use of funds, and reduces uncertainty about who can make medical or placement decisions. This legal clarity helps prevent disputes and ensures that those responsible for care have the documentation they need to obtain veterinary treatment, boarding services, or other essential services on behalf of the pet.
The Law Offices of Robert P. Bergman serves Lost Hills and surrounding Kern County communities, assisting pet owners with creating pet trusts and related estate planning documents. We help clients identify caregivers and trustees, draft tailored instructions, estimate funding needs, and coordinate documents such as pour-over wills, powers of attorney, and health care directives. Our goal is to create practical, enforceable plans that protect your animal’s future and ensure caregivers have the authority and resources necessary to provide consistent care when it matters most.
Clients choose the Law Offices of Robert P. Bergman for thoughtful, practical guidance in developing pet trusts that reflect their priorities. We focus on clarity, realistic funding, and coordination with broader estate plans to reduce ambiguity and ensure enforceability. Our work includes preparing supporting documents such as pour-over wills and certifications of trust, advising on caregiver and trustee selection, and creating contingency plans. We prioritize clear communication so clients understand how their instructions will be carried out and how funds will be managed.
Our firm works to make the legal process straightforward and approachable, explaining options and trade-offs in plain language so clients can make informed decisions. We assist with drafting precise care instructions and financial provisions, and we help clients estimate reasonable funding amounts for routine and emergency care. We also review existing documents to integrate pet trust provisions with revocable living trusts, powers of attorney, and health care directives, creating a cohesive plan tailored to each family and animal.
Beyond document preparation, we help clients think through practical issues such as selecting alternates, establishing oversight, and preparing caregivers for transitions. Our goal is to leave clients with documents that are easy to implement, offer clarity to caregivers, and protect the pet’s welfare over time. For Lost Hills and Kern County residents who want assurance their animals will be cared for, we provide comprehensive planning, careful drafting, and ongoing support for updates as circumstances change.
Our process begins with an initial consultation to understand your pet’s needs, your caregiver preferences, and your financial resources. We gather medical histories, vet contacts, and any specific care instructions you want included. From there we draft a trust document tailored to those needs, propose funding mechanisms, and coordinate related documents like a pour-over will or certification of trust. We review drafts with you, finalize the documents, and provide guidance on transferring assets or implementing funding strategies so the trust is ready when needed.
In the first phase we collect detailed information about your pet, including medical history, daily routines, temperament, and any special requirements. We discuss potential caregivers, trustee candidates, and funding sources. We also review existing estate planning documents to ensure coordination. This step establishes the foundation for drafting clear, realistic provisions and for estimating the funds that will be needed. Open communication during this phase helps avoid oversights and ensures the final documents reflect your wishes accurately.
We document feeding schedules, exercise needs, medication regimens, grooming routines, and any other day-to-day preferences that help preserve the pet’s quality of life. Capturing these details allows caregivers to replicate familiar routines and gives the trustee context for disbursement decisions. Detailed care notes also assist veterinarians and boarding facilities in providing consistent treatment. These preferences become part of the trust record so that caregivers and trustees know what to prioritize for the pet’s welfare.
We help you evaluate potential caregivers and trustees, discuss the responsibilities each role entails, and identify alternates in case primary choices cannot serve. We also address whether to separate the caregiver and trustee roles to improve accountability. During this stage we confirm willingness of proposed individuals to serve and discuss recordkeeping expectations so everyone understands their duties. Establishing this structure up front reduces uncertainty and helps ensure a smooth transition if the plan is activated.
In the drafting phase we prepare a bespoke pet trust document that includes caregiver and trustee names, funding instructions, care directives, and contingency plans. We also prepare related instruments such as a pour-over will, general assignment of assets to trust, and certification of trust where appropriate. The documents are written to be legally enforceable and practical for caregivers to use. We review drafts with you to confirm they reflect your wishes and adjust language to cover foreseeable scenarios and to avoid ambiguity.
We outline how the trust will be funded, whether by direct transfer, pour-over from a will, or a general assignment, and we set rules for disbursements. Funding provisions might specify monthly allowances, reimbursement for documented expenses, or trustee discretion for major medical costs. Clear disbursement rules reduce disputes and help trustees manage funds responsibly. These provisions also identify acceptable expenses and any documentation required for reimbursement, creating transparency between caregivers and trustees.
We ensure the pet trust is integrated with your existing estate plan so that assets are directed and implemented consistently at the time of incapacity or death. This coordination might include updating a revocable living trust, preparing a pour-over will, and ensuring powers of attorney and health care directives support the overall plan. Consistency across documents prevents assets from being overlooked and helps trustees and caregivers access resources quickly, reducing delays in providing necessary care for the pet.
After finalizing the trust and related documents, we assist with execution formalities and funding steps to ensure the trust is effective. This may involve transferring accounts, updating beneficiary designations where appropriate, and preparing a certification of trust for use with veterinarians and service providers. We also recommend periodic reviews to update caregiver choices, funding levels, and care instructions as life circumstances and pet needs change. Regular reviews help maintain the trust’s functionality and ensure it continues to meet your animal’s needs.
We guide clients through signing and notarization requirements and help coordinate transfers to fund the trust. This may include moving funds into a trust account, arranging a general assignment of assets to trust, or preparing a pour-over will to capture remaining assets at death. Proper execution and funding steps ensure the trust can operate smoothly when needed, preventing delays in caregiver access to resources and protecting the pet’s welfare from the moment the plan takes effect.
Life changes such as relocation, changes in caregiver availability, or shifts in a pet’s health require updates to the trust. Periodic review ensures funding remains adequate and that named caregivers and trustees are still appropriate choices. We recommend reviewing your documents every few years or after major life events to confirm the plan still reflects your wishes. Making timely updates avoids unintended outcomes and keeps your pet’s care plan current and operational.
A pet trust is a legal arrangement that sets aside funds and instructions to provide for your animal’s care if you cannot do so. It names a trustee to manage the funds and a caregiver to provide daily care, specifying how money should be used for food, veterinary care, grooming, and other needs. Because the trust holds assets and creates enforceable duties, it reduces the risk that a pet will be placed in a shelter or that funds meant for the animal will be spent otherwise. The trust can be tailored to the pet’s unique requirements and your wishes. Pet trusts help ensure continuity of care by providing clear guidance and financial resources to those charged with your animal’s welfare. They also allow you to name alternates and to set oversight measures such as required accounting, which helps prevent misuse of funds. Working with an attorney to draft and fund the trust makes the arrangement more reliable and easier for caregivers to implement when needed.
Choose a caregiver who is willing and able to provide long-term day-to-day care, has a compatible living situation, and understands any special routines or medical needs your animal may have. Ask potential caregivers about their willingness to accept the responsibilities and describe what the role will involve. Naming an alternate caregiver is important in case the primary option cannot serve. The trustee should be someone who can manage funds responsibly and communicate with the caregiver about expenses and care requirements. Consider separating the caregiver and trustee roles so that daily care and financial oversight are handled independently. Selecting a trustee who will keep records and follow the trust’s disbursement rules provides accountability. Talk through expectations with both parties in advance, and include clear instructions in the trust about documentation, reporting, and acceptable uses of funds to minimize misunderstandings later.
Estimating funding for a pet trust involves calculating routine costs such as food, grooming, and preventive veterinary care, as well as a reserve for emergencies or chronic conditions. Start by creating a realistic yearly budget for your pet, then multiply by the pet’s expected remaining lifespan to estimate total needs. Include a buffer for inflation and unexpected treatments. Consulting your veterinarian can help produce a more precise estimate tailored to your pet’s health and anticipated needs. Funding can be provided through direct transfer of assets to the trust, by naming the trust as a beneficiary of accounts, or via a pour-over will that directs remaining assets into the trust at death. The trust document can specify regular payments to the caregiver or reimbursement for documented expenses. The chosen funding method should align with your overall estate plan and financial situation to ensure adequate resources are available when they are needed.
Yes, a pet trust can cover multiple animals and be drafted to address the distinct needs of each one. The trust should clearly identify each animal and outline shared or individualized care instructions. Funding provisions can allocate resources proportionately or designate specific sums for particular animals. When multiple pets are involved, it is helpful to include guidance for prioritizing care and dividing funds if resources become limited, to avoid disputes or insufficient coverage for individual animals. For pets with special needs, the trust can include targeted provisions for ongoing medical treatments, therapies, or specialized diets. Detailed instructions and designated funds help ensure continuity of care tailored to health requirements. Including veterinary input during planning can improve the accuracy of funding estimates and clarify the types of treatments or services the trust should cover.
A pour-over will functions as a backup by directing any assets still in your name at death into your trust, including funds intended for a pet trust. If you did not transfer all intended assets into the trust during your lifetime, the pour-over will moves those remaining assets into the trust through the probate process, ensuring the pet trust can access the resources you intended to allocate. This coordination helps prevent assets from being left without direction and supports consistent implementation of your wishes. Using a pour-over will complements direct transfers and beneficiary designations, providing a safety net for assets that were overlooked or not retitled. While the pour-over will typically requires probate to transfer assets into the trust, it still strengthens the overall plan by ensuring the trust receives intended funds. Working with legal counsel helps align the pour-over will with your trust and broader estate plan for smooth post-death administration.
A pet trust should name successor caregivers and successor trustees to address situations where primary choices cannot serve. Include clear instructions for alternates and describe the process for appointing replacements. The trustee typically has authority to select a new caregiver if necessary, and the trust can specify how funds should be reallocated or used to place the pet with another approved caregiver. Including multiple alternates and contingency plans reduces the risk of a care gap. If no alternates are named or available, the trust may provide guidance for the trustee to find a suitable caregiver, including criteria to follow when selecting a new person. Legal mechanisms in the trust can permit the trustee to use funds for adoption or placement in a qualified facility if long-term private care is not possible. Planning ahead minimizes disruption to the pet’s life and ensures continuity of care.
Pet trusts are enforceable in California and can be tailored to provide for the ongoing care and maintenance of animals. State law recognizes arrangements that set aside funds and appoint a fiduciary to manage those funds for an animal’s benefit, subject to statutory rules. A properly drafted trust provides legal authority for trustees and caregivers to act and helps ensure the owner’s instructions are carried out. Legal recognition gives caregivers and trustees a clear basis for accessing funds and seeking remedy if funds are misused. Because laws and procedures can change, it is advisable to work with counsel who can draft language that fits state requirements and to keep the trust updated. Including measures such as required accounting or appointment of a monitor can strengthen enforceability by creating additional oversight. Regular review helps ensure the trust remains compliant and effective under current law.
Yes, you can include instructions for a pet’s end-of-life care in a trust, specifying preferences for euthanasia, hospice, burial, cremation, or memorial arrangements. Clear guidance can ease the burden on caregivers by outlining acceptable circumstances and authorized decision-makers. The trust can also allocate funds for end-of-life expenses and designate where remains should be handled. Writing these preferences in detail helps caregivers and veterinarians make decisions consistent with your wishes while minimizing disputes among family members. Because end-of-life decisions can involve sensitive medical and emotional factors, consider discussing your wishes with the proposed caregiver and veterinarian ahead of time. Providing written consent and specifying who may authorize procedures helps avoid delays in critical moments and ensures decisions align with the animal’s welfare and your values. The trust should balance specificity with flexibility so caregivers can respond appropriately to changing health conditions.
Whether a pet trust affects eligibility for public benefits depends on the nature of those benefits and how funds are structured. For means-tested benefits, funds that are directly available to the beneficiary may affect eligibility. However, properly funded pet trusts typically provide benefits to the animal and are not regarded as assets for the beneficiary’s personal use, provided the trust is drafted and administered correctly. It is important to consider public benefit rules and, if necessary, structure the plan in a way that does not jeopardize critical benefits. Consultation with legal counsel and, when appropriate, a financial advisor can clarify how a trust might interact with public benefits. Alternative strategies, such as third-party pet trusts funded from assets not counted for eligibility, may be available to preserve benefits while ensuring pet care. Careful drafting and planning help balance the desire to provide for a pet with the need to protect eligibility for essential programs.
You should review your pet trust periodically and after major life events such as moving, changes in caregiver availability, significant changes in your pet’s health, or changes in your financial situation. A regular review every few years helps confirm that caregivers and trustees remain appropriate and that funding levels are still adequate. Updating the trust when circumstances change ensures the document stays relevant and effective in meeting your animal’s needs. Keeping veterinary information and care instructions current is also important so caregivers have accurate records. If you change caregivers or trustees, notify the new parties and update contact information and authorization documents. Maintaining open communication with named caregivers and trustees helps prevent surprises and ensures a smooth transition if the plan must be activated.
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