Ohio probate & fiduciary bonds.
We size, underwrite & quote it.
Before the probate court issues letters, your fiduciary bond has to be in place.
The bond protects the estate, heirs, and creditors if a fiduciary mismanages assets.
The court sets the amount from the estate’s value — and we underwrite it.
A surety specialist reviews your file and returns a quote, usually within one business day.
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Built for the probate calendar.
The court won’t issue letters until the bond is filed, so the appointment waits on the surety. Here is the whole process:
Send us the file
Apply online with the estate or guardianship, the county probate court, and the bond amount the court has set. We need the value of the assets coming under your control to size the bond.
A surety specialist underwrites it
A specialist reviews your credit, the estate, and any collateral, then returns a quote. A large estate or a fiduciary with thin credit may be collateralized or co-signed.
Execute & file
Once you bind, we issue the executed bond for the probate court, so letters of authority can be issued and you can begin administering the estate.
What it is and who needs it.
What a fiduciary bond guarantees
When the probate court appoints you to handle someone else’s money — as an executor, administrator, or guardian — it usually requires a bond first. The bond is the estate’s protection against mismanagement, not yours.
It guarantees you’ll faithfully account for the assets, follow the court’s orders, and distribute what’s left correctly. If a fiduciary misappropriates or mishandles property, the surety makes the estate, heirs, and creditors whole, then pursues the fiduciary.
Because the bond is underwritten on you, expect a credit review and, for a large estate, supporting financials or collateral. A will or court order that waives bond can remove the requirement entirely — we tell you what your file needs before you commit.
You need this bond if you’re
The application takes about ten minutes.
These are the actual underwriting fields — the estate or guardianship, the bond amount, your background, and your 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 →Common questions.
If yours isn't here, the bond team can usually answer within the hour.
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Other New York bonds.
Get appointed without the bond holding you up.
Send us the estate and the court’s bond amount, and a surety specialist underwrites and quotes it — typically within one business day. Free until your bond is issued.