Probate Resources

Expert guidance to help you navigate the probate process with confidence

Probate Bond Renewal: Don’t Let Your Credit History Be at Risk!

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Probate Bond Renewal: What You Need to Know

Probate bonds are required by courts to ensure that executors, administrators, guardians, and other fiduciaries carry out their duties honestly and diligently. These bonds provide financial protection for the beneficiaries of Read more

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Probate attorneys proceed with caution: Minimums…bigger isn’t always better.

man pointing at 'maximum' on digital gauge superimposed in front of him

Attorneys frequently request specific bond amounts based on what they think is the minimum required amount, but often lack the full knowledge of probate bond minimums and requirements. These arbitrary amounts or statements such as “give us the minimum” Read more

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Guardianship Bond Amounts: How to Determine Penalty Amount

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Guardianship bonds may not be the most thrilling topic, but they play a critical role in protecting vulnerable individuals who cannot manage their finances and personal affairs. Each state has its own rules about the bond penalty amount, but Read more

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Why do I need to pay in advance for my probate court bond?

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In 1849, the State of New York was the first to pass an insurance law in the United States. Shortly thereafter, in 1851,the first insurance regulator was created in New Hampshire. Ever since then, trends and preferences in risk Read more

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Last stop: Help ensure final wishes happen as planned. 

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Although it seems the trend lately is to waive a trust and will bond, there’s good reason to consider requiring them. Of course, it will save a few minutes for your personal representative and a few dollars for your Read more

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Top 9 things to look for, and avoid, when hiring a probate attorney

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I am an insurance agent, not a lawyer. I have earned no law degree. But as an insurance agent specializing in probate court bonds, I have worked with thousands of attorneys and families.  And I have learned a Read more

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