ClickCease
 

Probate/Estate Bond Application

Welcome, {name}. Please start a new application or edit an existing application by selecting one from the table below.

arrow&v
arrow&v
arrow&v
Application #
Applicant
Application Status
Payment Status
Credit Score
Bond Amount
Premium
Bond Rate
Decedent
Last Updated
Bond Number
Application #
Applicant
Application Status
Payment Status
Bond Amount
Premium
Bond Rate
Decedent
Last Updated
Bond Number
New Application
Search

Agency: 

Edit Application
Stop Editing

Application Number: Not Selected

Associate Or Add a user:

Error message

arrow&v
arrow&v
Associate A User
Add New User
Add & Associate

Conditional Premium: 

Surrogate Court Location
State
arrow&v
County
arrow&v
In The Matter Of:
Bond Amount:
Court Docket Number:
Decedent's Date of Death:
Decedent's Date of Birth:

Was the decedent a citizen of the U.S.A.?

Section: 1 / 4

reset
Next

Error message

Has an Attorney been hired for the distribution of this estate?

-

-

Will the Attorney remain involved throughout the duration of this matter?

Has any Surety denied an application for this Bond?

Is an ongoing business (including rental property) an asset of the Estate?

Section: 2 / 4

reset
back
Next

Error message

Administrator/Applicant's Personal Information:

-

-

arrow&v

SSN is invalid. Please enter again.

Is the applicant a US citizen?

Section: 3 / 4

reset
back
Next

Error message

Has Applicant ever filed for bankruptcy?

Has Applicant ever had a criminal conviction?

Are there any unresolved lawsuits involving Applicant or Applicant's Spouse?

Are there any unpaid judgments or liens against Applicant or Applicant’s Spouse (including judgments or liens in favor of any state/local/federal tax authority, any state agency or for child support)?

Is Applicant over 30 days past due on any credit cards/auto payments/mortgages?

Is Applicant aware of any disputes among heirs or interested parties related to this matter?

Is there a surviving spouse?

Does the surviving spouse live outside the U.S.A.?

Are there surviving children?

Do any of the children live outside the U.S.A.?

Did Decedent have any children with someone other than Decedent's surviving spouse(s)?

Section: 4 / 4

reset
back
Next

Error message

Please review the application. If there are mistakes, click "MISTAKES" to correct the mistakes. Otherwise, click continue to complete the application.

mistakes
CONTINUE

Click this button to get the bond number without PayPal invoicing the applicant. The Service Insurance Company will send you the invoice at a later time. 

Generate bond number

Click this button to send a PayPal invoice to the applicant for the price of the bond. You will be charged a processing fee for using PayPal.

Invoice applicant for bond

When you click this button, the applicant will receive an email from HelloSign to complete the application. 

E-Sign

Use this button to submit an uploaded application to underwriting. Click the "print application" button, to print the application. Next, sign the application, scan it, then upload it below. Lastly, click this button.

Submit uploaded application

Please use this button to submit the unsigned bond form and any other supporting documentation. 

Upload
Print Application

Are there any notes or recommendations that you would like to add to the application for underwriting consideration?

Placeholder

Save notes
record_id
file_urll
File Name
Upload Time
Application Summary
Signed Application
Credit Report

Error message

arrow&v
arrow&v
Submit
Upload
Save