CUSTOM COURT BOND INSURANCE

Our decades of experience partnering with legal organizations, beneficiaries, and fiduciaries allow us to offer specialized bonding services on your timeline. As a result, our connections with bonding companies mean we know which court sureties they want.

This allows us to take the lead and move quicker than other surety companies while offering individualized solutions ideal for all parties. In turn, we can address specific needs immediately by offering a wide range of surety bond services, including: 

As your court surety bond liaison, we’re here to navigate the process on your or your client’s behalf. We can also advance or pre-approve a bond applicant before a court date at no cost or obligation to ensure your applicant is bondable. Plus, we often have the authority to make underwriting decisions within our office, allowing us to provide immediate solutions, whether you are requesting a bond or changing an existing one.

Contact us today to learn more or fill out a fiduciary or litigation bond application online. Once we receive your information, we’ll match you with a surety bond company that can provide an immediate solution when time matters most.

WORK WITH OUR COURT BOND INSURANCE TEAM

Our decades of experience providing surety bond services set our clients up for success. Review the tips below to ensure your bonding process goes smoothly from start to finish.

PRE-APPROVAL PROCESS 

Secure pre-approval for your proposed personal representative or conservator before petitioning the court. Our team can evaluate and approve your applicant in advance, helping you avoid delays and additional expenses.

COMPLETE APPLICATION AND ALL DOCUMENTATION

When filing with the court, ensure all applications are accurate and complete, including the required power of attorney page with all bonds and riders. Our experienced team will guide you through the documentation process to avoid filing issues. 

INCLUDE A POWER OF ATTORNEY

Every court bond and rider issued includes two essential pages: the bond/rider document and the power of attorney page. The power of attorney page validates the person who signs on behalf of the surety company. Without this documentation, your bond’s validity could be questioned or rejected by the court.

KEEP OUR COURT BOND INSURANCE TEAM INFORMED

Notify us promptly of any changes in your case, including venue changes, name modifications, or attorney representation updates. This communication ensures your bond remains valid and current throughout the process.  Keep us updated on:

• Venue changes
• Name changes for protected persons or fiduciaries
• Attorney withdrawals or new representation
• Any modifications to the original filing

CASE CLOSURE 

When your case closes, promptly provide us with the signed supplemental judgment. This allows us to process any premium returns efficiently and complete all necessary paperwork for bond cancellation.

Our in-house authority for underwriting decisions means we can provide immediate solutions tailored to your specific needs.

Publications

Tips for Successful Bond Administration
* This article originally appeared in the Elder Law Newsletter, a publication of the Oregon State Bar.