Louisiana trustee bonds.
Stand behind your fiduciary duty.

Serving as the trustee of a Louisiana trust where security is required?
The bond guarantees the faithful performance of your trustee duties.
The amount is set by the trust instrument or approved by the court — underwritten, not flat-rated.
Apply online and a surety specialist returns a quote, usually within one business day.

Required when an individual trustee must furnish security under the Louisiana Trust Code (R.S. 9:2171)
Guarantees faithful performance — prudent management and honest accounting of trust assets
Amount set by the trust instrument or approved by the court — we underwrite and quote it
A-ratedA.M. Best carriers1 daytypical quoteTrust-sizedpenal sum
Trusted by industry leaders
NYCEDC
BDG
Capital
McKinney
Terra
JLL
Triple Five
Georgetown
NYCEDC
BDG
Capital
McKinney
Terra
JLL
Triple Five
Georgetown
How it works

Built to qualify the trustee.

When security is required, you need the bond before you can act fully as trustee. Here's the entire process:

TODAY · 5 MINUTES

Tell us about the matter

The application captures the basics — the court, the docket or succession number, the penal sum the court (or the estate) has set, and who the principal is. Send the order, judgment, or inventory if you have it; if not, we ask for it once.

WITHIN 1 BUSINESS DAY

A specialist underwrites it

Court and fiduciary bonds are individually underwritten. A surety specialist reviews the penal sum, the fiduciary, and the file, runs a soft credit check, and returns a quote — usually within one business day. Larger penal sums may call for financials or collateral.

ONCE TERMS ARE SET

Execute & file

Approve the quote, post any collateral required, and we issue the executed bond on the court's required form with the power of attorney attached. File it with the clerk so the order, appeal, or appointment can take effect.

About this bond

What it is and who needs it.

When a trustee must post a bond

A trustee holds and manages property for the benefit of others. The Louisiana Trust Code protects the beneficiaries by requiring security for the faithful performance of the trustee’s duties — unless the trust instrument waives it.

The bond guarantees the trustee will administer the trust prudently and account honestly: investing assets, making distributions, and following the terms of the trust. If the trustee breaches those duties, the surety answers for the loss.

An individual trustee furnishes security unless the trust instrument dispenses with it; a corporate trustee generally need not, unless the instrument requires it. Where the instrument is silent, the amount and type of security are approved by the court. Send us the trust and the asset value and we'll size the bond.

Louisiana AuthorityLa. R.S. 9:2171 (Louisiana Trust Code) provides that an individual trustee shall furnish security for the faithful performance of his duties unless the trust instrument dispenses with security; a corporate trustee need not unless the instrument requires it. The amount and type of security, if not provided in the instrument, are approved by the proper court.

You need this bond if you are

An individual trustee of a Louisiana trust whose instrument does not dispense with security
A successor trustee stepping in where the court requires a bond to qualify
A trustee the court has ordered to post security to protect the beneficiaries
Counsel or a beneficiary arranging the bond the trust instrument or court requires

The application takes about five minutes.

Tell us the trust, the value of the assets, the amount required, and who the trustee is. A specialist underwrites it and returns a quote — usually within one business day. Free until your bond is issued.

Start the application →
FAQs

Common questions.

If yours isn't here, the bond team can usually answer within the hour.

What is a Louisiana trustee bond? +
A fiduciary bond guaranteeing that a trustee will faithfully perform their duties under the Louisiana Trust Code — managing the trust prudently and accounting honestly to the beneficiaries.
Does every trustee need a bond? +
No. Under R.S. 9:2171 an individual trustee furnishes security unless the trust instrument dispenses with it, and a corporate trustee generally need not unless the instrument requires it. Where security is required and the instrument is silent on amount, the court approves it.
How much does it cost? +
There's no flat rate. Premium is a percentage of the penal sum — set by the trust instrument or the court and generally scaled to the trust assets — and depends on the trustee's credit. We size and quote the exact figure before you commit.
Who sets the bond amount? +
The trust instrument, or, if it is silent, the proper court. The amount and type of security are approved by the court under R.S. 9:2171, generally keyed to the value of the trust assets.
How fast can I get it? +
A specialist typically returns a quote within one business day of a complete application. Once terms are approved, we issue the executed bond so you can qualify and act as trustee.
Related bonds

Other New York bonds.

Get bonded and serve as trustee.

Five-minute application, underwritten by a specialist, quote usually within one business day. Free until your bond is issued.

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