Utah trustee bonds.
Faithful performance of the trust.

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.

Required when a court or the trust calls for bond under the Utah Uniform Trust Code (§ 75-7-702)
Conditioned on the faithful performance of the trustee’s duties
Penal sum is sized to the trust — underwritten on review
A-ratedA.M. Best carriers1 dayspecialist quoteCourt formissued on the required form
Trusted by industry leaders
NYCEDC
BDG
Capital
McKinney
Terra
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Triple Five
Georgetown
NYCEDC
BDG
Capital
McKinney
Terra
JLL
Triple Five
Georgetown
How it works

Built for the trust administration.

Whether the court or the trust instrument requires it, the bond has to be in place before you act. Here is the whole process:

TODAY · 5 MINUTES

Tell us the basics

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.

WITHIN 1 BUSINESS DAY

A specialist underwrites it

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.

ONCE YOU APPROVE

E-sign & file with the court

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.

About this bond

What it is and who needs it.

What a trustee bond guarantees

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.

Utah AuthorityUtah Uniform Trust Code Section 75-7-702 governs the trustee’s bond: a trustee gives bond to secure performance of the trustee’s duties only if the court finds it needed to protect the interests of beneficiaries or others, or a bond is required by the terms of the trust. The amount is set to the value of the trust.

You need this bond if you’re

A trustee whose trust instrument requires bond before you may act
A trustee a court has ordered to be bonded to protect the beneficiaries’ interests
A successor or corporate trustee stepping in where bond is a condition of the appointment
Counsel administering a trust arranging the security the court or trust requires

Start with the trust and the requirement.

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 →
FAQs

Common questions.

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

What is a Utah trustee bond? +
It is a fiduciary bond guaranteeing the faithful performance of a trustee’s duties. Under the Utah Uniform Trust Code (Section 75-7-702), a trustee is bonded when a court finds it needed to protect beneficiaries or when the terms of the trust require it. If the trustee breaches, the bond compensates the beneficiaries.
How much does it cost? +
There is no flat rate. The penal sum tracks the value of the trust, and the premium is underwritten from that amount and your personal credit and financial picture. We quote it on review, usually within one business day. Tell us the trust value and we will size it.
Does Utah always require a trustee to be bonded? +
No. Under Section 75-7-702 a trustee gives bond only if the court finds it needed to protect the beneficiaries (or others), or if the trust’s own terms require it. Many trusts waive bond. When bond is required, we issue it.
How is the penal sum set? +
It is tied to the value of the trust assets the trustee administers — broadly, enough to protect what is at risk. The court (or the trust instrument) fixes the amount, and we underwrite and issue to that figure.
How fast can I get it? +
A specialist typically returns a quote within one business day of a complete application. On a clean file the executed bond follows shortly after you approve the quote, so it can be filed or delivered as required.
Related bonds

Other New York bonds.

Get bonded and administer the trust.

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.

PricingOn review
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