Application For Executor, Administrator Or Fiduciary Bond

Applicants Information
Applicant's Name:*
Address*
Street Address City State ZIP Code
Social Security Number*
Date of Birth*
Email*
Net Worth*

Your assets minus your liabilities
Cell Phone Number*
Home Phone Number*
Do You Own Real Property*
Employment Information
Occupation*

If retired please state former occupation
Employed At:*
Years Employed*
Work Phone Number*
Relationship & Ownership
Your Relationship to Decedent*
Percentage Share of Estate*

If you don't know, enter "Unknown".
Bond Information
Hidden
Bond Type
Bond Type*
County to be filed in*

Enter "Unknown" if you don' know.
Proposed Bond Amount*
Case Number*

Enter "Unknown" if you don't know.
Attorney Information
Attorney Name*
Firm Name
Attorney Phone*
Attorney Fax Phone*
Attorney Address*
Street Address City State ZIP Code
Notes
Decedent Information
Full name of Decedent*
Decedent's Address
Street Address City State ZIP Code
Date of Death
Total Personal Property*
Total Real Property*
Has another bonding company declined this bond?*
Please explain about being declined by the bonding company
Do you replace a prior fiduciary?*
Please explain about replacing a prior fiduciary
Does bond replace a prior bond?*
Please explain about this bond replacing another bond
Is there an ongoing business in the Estate?*
Please explain about the ongoing business in the Estate
Are you indebted to the Estate?*
Please explain about your indebtedness to the Estate
Have you had prior custody of assets in any capacity?*
Please explain about your prior custody of assets
Indemnity Agreement
Each of the undersigned, hereinafter referred to as Principal and Indemnitor(s), hereby affirm that the statements made and answers given are the truth without reservation, and are made for the purpose of inducing the Surety Company, hereinafter referred to as the Surety, to execute or procure the execution of a certain bond or undertaking herein applied for, subsequent bonds, undertakings and any and all extensions, modifications or renewals thereof, additions or substitutions thereof, any and all such instruments separately and collectively being hereinafter called the bond. Principal and Indemnitor(s) hereby agree as follows: 1. To pay the Company the initial premium and any renewal or additional premium within thirty (30) days, and acknowledge the FIRST YEAR PREMIUM IS FULLY EARNED AND WILL NOT BE PRO-RATED; 2. To jointly and severally indemnify and keep indemnified the Surety, and hold and save the Surety harmless from and against any and all Loss. Loss is defined as any payment, loss, cost or expense either incurred or anticipated by Surety in Connection with any Bond or this agreement including but not limited to: (i) payment of Bond premium and/or proceeds or any other expense in connection with claims, potential claims, demands, claim fees, penalties, interest, court costs, collection agency fees, (ii) costs related to taking, protecting, administering, realizing upon, or releasing collateral; and (iii) attorneys’ and consultants’ fees, including but not limited to, those incurred in defense of Bond claims or pursuing any rights of indemnification or subrogation and in obtaining and enforcing any judgment arising from those rights; 3. That a facsimile or electronic copy of this agreement shall be considered an original and shall be admissible in a court of law to the same extent as the original agreement; 4. That Surety shall have the exclusive right in its sole discretion to decide and determine whether any claim, liability, suit or judgment brought against the Surety on any Bond shall or shall not be paid, compromised, defended, tried or appealed; 5. That with the signature(s) below, we are representing ourselves as both a Principal and an Indemnitor, as referenced herein; 6. We hereby consent and agree that Surety may access personal credit reports from time to time for the purposes of (including, but not limited to): (i)evaluating and monitoring creditworthiness for the extension of surety credit; (ii) verifying information provided by Principal and Indemnitor(s); and (iii) aiding in the collection of any loss; 7. That the Surety has the right in its sole discretion to decline any Application or to decline to issue any bonds at any time for whatever reason. That the Surety has the right to conduct such investigations of indemnitors including the examination of assets, books, records and credit history as the surety deems appropriate; 8. The applicant and each indemnitor agrees that this document and all bonds issued by the Surety will be subject to the terms of the Uniform electronic Transactions Act (“UETA”), to the extent that the UETA has been adopted by the State Legislature in the relevant jurisdiction, and any and all substantially similar federal or state legislation designed to regulate electronic commerce. Any person who includes any false or misleading information in an application for an insurance policy is subject to criminal and civil penalties.*
- I Acknowledge
Affirmations (please initial):
Do you understand that the first year’s bond premium is not refundable?*
Do you understand the court must order all increases and reductions to the bond?*
Do you understand the bond is in effect until a final discharge is signed by the judge and a copy delivered to the surety?*
Do you understand the bond premium is to be paid annually?*
Do you understand you must retain an attorney throughout the administration of the estate?*
Acknowledgement & Signatures
Acknowledgement*
I acknowledge
I (WE) HAVE READ THIS INDEMNITY CAREFULLY AND CONSULTED AN ATTORNEY TO THE EXTENT I (WE) BELIEVED NECESSARY. THERE ARE NO SEPARATE AGREEMENTS OR UNDERSTANDINGS WHICH IN ANY MANNER LESSEN OUR OBLIGATIONS DESCRIBED HEREIN.
Principal/Indemnitors Signature
Name
This field is for validation purposes and should be left unchanged.

Have Questions?

We are here to help! Please feel free to give us a call and speak to one of our professionals to help with your bonding questions.

We look forward to the opportunity of earning your business please contact us today!

Contact Us Today

Call (925) 391-3175

Download Forms

Contact Us Today for your Surety Bond

Application For Executor, Administrator Or Fiduciary Bond

Application For Executor, Administrator Or Fiduciary Bond

Applicants Information

Employment Information

Relationship & Ownership

Bond Information

Attorney Information

Decedent Information

Indemnity Agreement

Affirmations (please initial):

Acknowledgement & Signatures

Have Questions?

Contact Us Today

Contact & Location

Resources

Payment Information