As trustee, you manage assets for the beneficiaries — and a court or the trust itself may require you to be bonded.
A trustee bond guarantees you will perform your fiduciary duties faithfully.
The penal sum is sized to the value of the trust.
We underwrite it and a specialist returns a quote, usually within one business day.
















Whether the court or the trust instrument requires it, the bond has to be in place before you act. Here is the whole process:
The court order, the case, the penal sum the court set (or the size of the estate or property), and who the fiduciary is. The application captures it once — no broker phone tag.
A surety specialist reviews the bond and the principal, then returns a quote — usually within one business day. Larger penal sums may call for financials or collateral; we tell you up front, not at the closing table.
Approve the quote, sign, and receive the executed bond on the court’s required form with power of attorney attached. Wet-ink originals mailed whenever the clerk insists.
A trustee holds and manages property for the benefit of others — the trust’s beneficiaries. Under the Utah Uniform Trust Code a court may require, and a trust instrument may itself demand, that the trustee be bonded.
A trustee bond guarantees the faithful performance of the trustee’s fiduciary duties. If the trustee breaches those duties — self-dealing, mismanagement, misappropriation — the bond compensates the beneficiaries for the loss.
When bond is required, the penal sum is sized to the value of the trust and the surety underwrites the trustee personally. Larger trusts may call for financial detail. This is quote-on-review, not a flat-rate license bond.
These are the actual underwriting fields — the trust and its value, who requires the bond, and the trustee. Submit once and a surety specialist returns a quote, usually 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.
Tell us the trust value and who requires the bond. A surety specialist underwrites it and returns a quote, usually within one business day. Free until your bond is issued.