ProbateFiduciary

Probate/Fiduciary Bond Form

Administration • Administration CTA • Co-Administration • Co-Executor • Co-Guardian • Conservator • Committee • Executor • Guardian • Trustee • Personal Representative • Probate • Receiver • Referee •
Public Administrator W.W.P.

Call us at 800-921-1008 with any questions

Type of Bond

Bond Amount

Applicant Information

Name of Applicant

Phone Number

Address

City

State

Zip

How long at this address?

Email

Social Security #

Soft Credit Pull Authorization?

Yes

Annual Income

Net worth

Date of Birth (mm/dd/yyyy)

Age

Education Level

High School (9-12) College (1-6)

Married?

Yes No

Name of Spouse

Do you own or rent a home?

Own Rent Other

Employer Information

Employment Status

Employed Retired Other

Employer Name

Phone

Employer Address

City

State

Position

Length of Employment

Other Employment Status

Estate Information

Have taken possession of the estate’s assets?

Yes No N/A

Has there been a prior bond filed in this estate before?

Yes No N/A

Relationship to the Decendent/Conservatee/Minor

Your share of the Estate?

Have you had a criminal conviction?

Yes No

Have you ever lost a civil judgement?

Yes No

Have you or spouse filed a personal bankruptcy?

Yes No

When was bankruptcy?

Are you indebted to the Descendant/Conservatee?

Yes No

Amount indebted to Descedant/Conservatee

Document uploads

PLEASE UPLOAD A COPY OF THE LETTERS OF ADMINISTRATION, CONSERVATORSHIP AND/OR ANY RELEVANT COURT ORDERS

Securely upload relevant court documents below: Court Orders, Petitions, Death Certificates, and other useful information.

FILE UPLOAD #1

PDF files preferred

FILE UPLOAD #2

PDF files preferred

FILE UPLOAD #3

PDF files preferred

Name of Decendent/Conservatee/Minor

Date of Birth of Decendent/Conservatee/Minor

Date of Death (if there is a Decendent)

Was there a will?

Yes No

Date of will?

List heirs or beneficiaries

Estate Cash

Securities

Real Property

Other Assets

Estate’s Annual Income (All Sources)

Bank where ESTATE ACCOUNT will be opened

Bank Address

City

State

Zip Code

Where will securities be kept?

Does estate contain an ongoing business?

Yes No

Business Name

Business Type

Will it be continued?

Yes No

Do you understand you must have a court order to continue business?

Yes No

Attorney Information

County of Court Location

Court State

Attorney handling the case

Law Firm

Phone Number

Fax Number

Email

Address

City

State

Zip Code

Do you understand the first year’s bond premium is not refundable?

Yes No

Do you understand all increases and reductions of the bond amount must be ordered by the court?

Yes No

Do you understand the bond is in effect until a final discharge is signed by the judge and a copy delivered to the surety?

Yes No

Do you understand the bond premium is to be paid annually?

Yes No

Do you understand you must retain an attorney throughout the administration of this estate?

Yes No

Additional Information & Comments