Serve as trustee with the bond the court or the trust requires.
The bond guarantees you’ll perform the trustee’s duties faithfully.
The court sets the amount to the trust’s assets — and we underwrite it.
A surety specialist reviews your file and returns a quote, usually within one business day.
















When the court or the trust instrument requires a trustee to be bonded, the bond has to be in place before you administer the trust. Here is the whole process:
Apply online with the order or trust provision requiring bond, the trust’s assets and value, and the trustee’s details. The value of the trust drives the penal sum.
A specialist reviews the trust, the trustee’s credit and finances, and any collateral, then returns a quote. The amount is fixed by the court — underwriting decides approval and collateral.
Once you bind, we issue the executed bond on the court’s required form with the power of attorney attached, ready to file so you can administer the trust.
A trustee holds and manages assets for the benefit of others under a trust. When the court or the trust instrument requires bonding, the trustee posts a bond before — or as a condition of — administering the trust.
The trustee bond guarantees faithful performance of the trustee’s duties: prudently investing, accounting, and distributing the trust assets as the trust and the law require. If the trustee breaches those duties, the bond protects the beneficiaries, and the surety looks to the trustee to repay it.
Because the surety stands behind the trust assets, the bond is underwritten on the trustee’s credit and finances, and a large trust can require collateral. We tell you what a given file needs before you commit.
These are the actual underwriting fields — the trust’s assets and value, the appointment, the trustee’s details, and financials. Submit once and a surety specialist reviews everything together and returns a quote, typically within one business day. Free until your bond is issued.
Start the application →If yours isn't here, the bond team can usually answer within the hour.
Send us the trust details and the amount the court set, and a surety specialist sizes, underwrites, and quotes the bond — typically within one business day. Free until your bond is issued.