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Probate Bonds, Simplified with Jet Surety

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Going through the probate process? Don’t fret. We are experts in probate bonds and have expedited the bonding process to make obtaining probate bonds easy and efficient. Click below to get your bond today. Have any questions? Give us a call at (855) 470-0877 to speak to one of our probate bond experts.

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Why Work with Jet Surety's Probate Team

Jet’s team of probate experts helps fiduciaries and their attorneys secure probate bonds with fast and intuitive applications and friendly customer service. Jet is the only surety company that works directly with fiduciaries, cutting out the middleman so you save. Our expert underwriters focus exclusively on probate bonds, ensuring that each submission will have our full and undivided focus. We study probate law nationwide to ensure each bond request is handled with accuracy and speed.

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Meet the Probate Team

David Gonsalves,
EVP of Probate Surety

Contact me at [email protected]

David Gonsalves is the Executive Vice President of Probate and Chief Underwriting Officer of Jet Insurance Company. During his tenure, David has held multiple positions with Jet companies, leading an affiliated national surety broker as the firm's Vice President, President, and CEO responsible for operations, including underwriting, sales, processing, and personnel management.

Mr. Gonsalves has a deep understanding of surety bond underwriting and systems, including expertise in probate surety law. Before joining Jet, David held various management, underwriting, and sales positions with both private and public companies in the financial services and insurance industries.

Omar Agha,
Head of Probate Underwriting

Contact me at [email protected]

Omar Agha is the Head of Probate Underwriting for Jet Insurance Company. Over the past 5 years, Omar has served in various management roles with Jet, most recently as the senior underwriter for Jet’s commercial surety team.

Omar’s underwriting and service experience in the surety industry gives him a unique ability to help probate fiduciaries and their attorneys obtain probate bonds. Mr. Agha views the inefficiencies of the prevailing broker model, where information flows from attorneys to insurance agents, then to surety brokers, and finally to surety carriers, as an opportunity to disrupt the probate bond market with Jet’s direct offering.

Bryce Desai,
Senior Probate Underwriter

Contact me at [email protected]

Bryce Desai is the Senior Probate Underwriter for Jet Insurance Company. Bryce has served in various roles in the surety industry, starting out as an intern with the nation's largest surety brokerage firm. He is responsible for underwriting probate bond submissions, assisting in attorney partnerships, and creating digital marketing for the Probate Department.

During his tenure with Jet, Bryce has researched probate, estate, and guardianship law and has authored many featured articles on probate surety bonds. Bryce graduated magna cum laude from UNC Charlotte with a degree in Marketing Analytics.

How Much Do Probate Bonds Cost?

Probate surety bonds cost approximately 0.5% of the bond amount. The percentage rate you pay will decrease for larger bond amounts. Jet charges a minimum of just $85, with rates as low as 0.1% for bond amounts over $1.5 million.

Several factors impact the price and approval of a probate bond, including the bond amount, details of the estate, and the applicant’s credit and financial history.

The probate court sets the bond amount based on the value of the estate and any outstanding debt. Our underwriters review the merits of each application and employ unique tools to help administrators and guardians get approved. Even if your credit is not perfect, we can help you get approved for a probate surety bond.

Apply for your probate bond to receive a free quote, or call us for an indication at (855) 470-0877.

How Much Does a Probate Bond Cost?

Several factors impact the price and approval of a probate bond, including the bond amount, details of the estate, and the applicant’s credit and financial history.

The probate court sets the bond amount based on the value of the estate and any outstanding debt. Our underwriters review the merits of each application and employ unique tools to help administrators and guardians get approved. Even if your credit is not perfect, we can help you get approved for a probate surety bond.

Apply for your probate bond to receive a free quote, or call us for an indication at (855) 470-0877.

How Much Does a Probate Bond Cost?

What Is a Probate Bond?

Probate bonds, also known as fiduciary or estate bonds, are a type of surety bond enforced by county courts throughout the United States that protect the beneficiaries of an estate from financial harm.

The term “probate bond” is a blanket term for several different bond types that a probate court utilizes while someone is fulfilling the obligations of an administrator or executor of a deceased person's estate or the guardian or conservator of a minor or incompetent adult.

The bond guarantees compensation for interested parties in a probate case if the person securing the bond (the fiduciary) fails to fulfill their duties or causes any financial harm to beneficiaries of the estate.

Jet’s direct model provides you with a seamless process from start to finish. Learn more in the video below, then select the bond you need to get started.

Types of Probate Bonds

ADMINISTRATOR & EXECUTOR BONDS

Executor bonds, sometimes called administrator bonds or personal representative bonds, are a type of financial protection for beneficiaries used when the will or a probate court has determined it necessary for there to be someone who handles the distribution of assets of an estate on a decedent’s behalf.

The bond is typically required at the discretion of the probate court judge when there are signficant assets to be protected, and Jet will provide this financial guarantee in the form of a bond that no person is left short-handed.

CONSERVATOR & GUARDIAN BONDS

Guardian bonds and conservator bonds afford financial protection to the individual receiving care and other interested parties from fraudulent and negligent actions of the fiduciary, who must complete their duties with the ward’s best interest in mind.

Generally, conservators are those making financial decisions for an incapacitated person until the person passes away, becomes of age, or otherwise becomes self-sufficient. Guardians are charged with making medical decisions for an incapacitated person or taking care of minors.

TRUSTEE BONDS

Trustees are assigned to administer a trust and disperse the property and assets to the beneficiaries. The person who creates the trust generally selects someone they trust to be the trustee (makes sense, right?). However, there can be times when an added assurance is put into place to guarantee financial security—enter the surety bond.

A trustee bond holds the trustee financially liable in cases of malfeasance while protecting the trust's beneficiaries. The terms of the trust may dictate a surety bond requirement or the court may deem a bond necessary.

State-by-State Guides to Probate Bonds

Probate law varies from state to state, and even county to county, so we created detailed guides for every state in the U.S. We recommend reviewing your state’s guide or giving one of our expert underwriters a call. Click the map below to learn more about the probate bond requirements in your state.

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Jet Works with Probate Attorneys

Jet partners with probate and estate attorneys to provide their clients with direct access to probate surety bonds. Verified Jet Attorneys have free access to innovative solutions, including a white-label application, access to client bond records, concierge customer service, preferred pricing, and easy underwriting for your clients.

Register your law firm in minutes and eliminate a major pain point for your clients.

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How To Apply for a Probate Bond with Jet

Jet’s application process is simple and fast - our goal is to get the fiduciary bonded as quickly as possible so they can focus on their obligations. All we need is the bond amount and information about the estate. Once completed and submitted, you will receive your purchase price immediately or a Jet underwriter will review the application. Some of the factors Jet considers when underwriting these types of bonds:

Begin your probate bond application today by clicking the button below.

APPLY FOR YOUR BOND

How Does the Bond Get Filed with the Probate Court?

When you purchase the surety bond, you will immediately receive a digital version of your bond with a receipt. Jet will complete the bond form, attach our raised seal, and mail the original to you. You must simply sign and deliver the form to the probate court.

Our underwriters will provide you with specific instructions on how to file with your bond when you complete the purchase.

How to File a Probate Bond

What Size Probate Bond Do I Need?

Generally, the probate judge sets the bond amount equal to the estate size. However, this is not always the case. Certain states exclude real estate or other assets, and others, such as Ohio or North Carolina, will require the fiduciary to determine the bond amount by calculating the estate assets before filing the case. Our underwriters are happy to assist you in determining the bond amount you need. Click on your state in the map above or give us a call at (855) 470-0877 for assistance.

How to Avoid and Handle Probate Bond Claims

In general, you must fulfill your obligations, whether that is for a trust, a will, or a protected person. Here are a few claim examples by bond type:

Bond TypeClaim Reasons
Administrator/ExecutorFailure to properly track inventory, improper keeping of accounting records, incorrect distribution of assets to heirs
Conservator/GuardianMaking decisions that are not in the best interest of the protected person, taking money or other personal belongings of the protected person
TrusteeFailing to properly administer the trust, acting negligently or fraudulently
Probate Bond Claims

If anyone senses the person holding the bond is failing to deliver assets or otherwise is causing issues, a complaint can be filed with the court in the appropriate county. This could be a family member, beneficiary, member of the public, or anyone else involved in the probate process.

GET A QUOTE

If you have any questions regarding your probate bond, please call (855) 470-0877 or email [email protected].

Notary Bond Application:

X

Business Information:

Indemnity Agreement:

I, the undersigned, hereby apply for a Dishonesty Bond also known as a Business Service Bond or Janitorial Service Bond (“bond”) to the Surety Company (“SURETY”) through Jet Insurance Company (“JET”), with whom I hereby grant the authority to act on my behalf with respect to the bond and assign as my Broker of Record, and declare that the statements herein are true and correct. In consideration of the SURETY issuing, renewing or substituting said bond(s), I, individually and as the owner or officer of the bonded entity, hereby understand and agree, as follows: (i) to reimburse, hold harmless, and indemnify SURETY upon demand for all loss, liability, claim, expense, including but not limited to attorneys’ fees, expert’s fees, investigative fees and claims handling fees, and any other cost which SURETY shall pay or incur in defense, adjustment, or settlement of such claims/suits by reason of such suretyship; (ii) that an itemized statement of loss and expenses by SURETY shall be indisputable proof of my liability to SURETY; (iii) coverage is subject to a $100 deductible; (iv) the employee must be convicted before coverage will apply (v) performance and any form of dispute resolution of this agreement shall take place in the county of SURETY's office of service; and (vi) a facsimile copy or electronically signed version of this agreement shall be binding as if it were an original. This agreement shall survive any changes in, substitute to or renewal of the bond(s).

Required Effect Date of Bond Policy:

Contact Information:

Employee Dishonesty Bond Application:

Business Information:

Business Description:

Coverage Requirements:

Indemnity Agreement:

I, the undersigned, hereby apply for a Dishonesty Bond also known as a Business Service Bond or Janitorial Service Bond (“bond”) to the Surety Company (“SURETY”) through Jet Insurance Company (“JET”), with whom I hereby grant the authority to act on my behalf with respect to the bond and assign as my Broker of Record, and declare that the statements herein are true and correct. In consideration of the SURETY issuing, renewing or substituting said bond(s), I, individually and as the owner or officer of the bonded entity, hereby understand and agree, as follows: (i) to reimburse, hold harmless, and indemnify SURETY upon demand for all loss, liability, claim, expense, including but not limited to attorneys’ fees, expert’s fees, investigative fees and claims handling fees, and any other cost which SURETY shall pay or incur in defense, adjustment, or settlement of such claims/suits by reason of such suretyship; (ii) that an itemized statement of loss and expenses by SURETY shall be indisputable proof of my liability to SURETY; (iii) coverage is subject to a $100 deductible; (iv) the employee must be convicted before coverage will apply (v) performance and any form of dispute resolution of this agreement shall take place in the county of SURETY's office of service; and (vi) a facsimile copy or electronically signed version of this agreement shall be binding as if it were an original. This agreement shall survive any changes in, substitute to or renewal of the bond(s).

Required Effect Date of Bond Policy:

Contact Information:

Contract Bond Application:

X

Business Information:

Owner Information:

Job Details:

Indemnity Agreement:

I, the undersigned, hereby apply for a Dishonesty Bond also known as a Business Service Bond or Janitorial Service Bond (“bond”) to the Surety Company (“SURETY”) through Jet Insurance Company (“JET”), with whom I hereby grant the authority to act on my behalf with respect to the bond and assign as my Broker of Record, and declare that the statements herein are true and correct. In consideration of the SURETY issuing, renewing or substituting said bond(s), I, individually and as the owner or officer of the bonded entity, hereby understand and agree, as follows: (i) to reimburse, hold harmless, and indemnify SURETY upon demand for all loss, liability, claim, expense, including but not limited to attorneys’ fees, expert’s fees, investigative fees and claims handling fees, and any other cost which SURETY shall pay or incur in defense, adjustment, or settlement of such claims/suits by reason of such suretyship; (ii) that an itemized statement of loss and expenses by SURETY shall be indisputable proof of my liability to SURETY; (iii) coverage is subject to a $100 deductible; (iv) the employee must be convicted before coverage will apply (v) performance and any form of dispute resolution of this agreement shall take place in the county of SURETY's office of service; and (vi) a facsimile copy or electronically signed version of this agreement shall be binding as if it were an original. This agreement shall survive any changes in, substitute to or renewal of the bond(s).

Required Effect Date of Bond Policy:

Contact Information:

Worker's Compensation Application:

X

Business Information:

Business Description:

Coverage Requirements

Indemnity Agreement:

I, the undersigned, hereby apply for a Dishonesty Bond also known as a Business Service Bond or Janitorial Service Bond (“bond”) to the Surety Company (“SURETY”) through Jet Insurance Company (“JET”), with whom I hereby grant the authority to act on my behalf with respect to the bond and assign as my Broker of Record, and declare that the statements herein are true and correct. In consideration of the SURETY issuing, renewing or substituting said bond(s), I, individually and as the owner or officer of the bonded entity, hereby understand and agree, as follows: (i) to reimburse, hold harmless, and indemnify SURETY upon demand for all loss, liability, claim, expense, including but not limited to attorneys’ fees, expert’s fees, investigative fees and claims handling fees, and any other cost which SURETY shall pay or incur in defense, adjustment, or settlement of such claims/suits by reason of such suretyship; (ii) that an itemized statement of loss and expenses by SURETY shall be indisputable proof of my liability to SURETY; (iii) coverage is subject to a $100 deductible; (iv) the employee must be convicted before coverage will apply (v) performance and any form of dispute resolution of this agreement shall take place in the county of SURETY's office of service; and (vi) a facsimile copy or electronically signed version of this agreement shall be binding as if it were an original. This agreement shall survive any changes in, substitute to or renewal of the bond(s).

Required Effect Date of Bond Policy:

Contact Information: