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Surety Group801 S. Figueroa Street Suite 700 Los Angeles, CA 90017 USA Short Form Probate and Fiduciary Application Bond Number:BOND INFORMATION AGENCY NAMED AMOUNTREQUESTED EFFECTIVE DATEINITIAL
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How to fill out probate and fiduciary bond
How to fill out probate and fiduciary bond
01
To fill out a probate and fiduciary bond, follow these steps:
02
Obtain the necessary forms from the probate court or online.
03
Read the instructions carefully before filling out the forms.
04
Fill in your personal information accurately, including your name, address, and contact details.
05
Provide information about the deceased person's estate, including assets, debts, and beneficiaries.
06
Complete any additional sections or questions required on the form.
07
Sign the bond in the presence of a notary public or other authorized official.
08
Submit the completed form along with any supporting documents to the probate court.
09
Pay any required fees or bond premiums.
10
Await approval from the court before proceeding with your duties as a fiduciary.
Who needs probate and fiduciary bond?
01
Probate and fiduciary bonds are typically required for individuals who are appointed as fiduciaries or executors in the probate process.
02
This includes:
03
- Executors of a deceased person's will
04
- Administrators of an estate without a will
05
- Guardians appointed for minors or disabled individuals
06
- Conservators handling the financial affairs of someone unable to do so
07
These bonds provide financial protection to the estate and its beneficiaries in case the fiduciary fails in their duties or misappropriates funds.
08
The specific requirements for probate and fiduciary bonds may vary by jurisdiction, so it's important to consult with a local attorney or the probate court for accurate information.
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