Our agency only entertains California probate surety bonds which have an attorney who is to be active throughout the entire probate proceedings. Additionally, all applicants MUST be United States citizens with no felonies on their records.
A California court-appointment as a conservator is an important fiduciary responsibility. Conservators are charged with overseeing the financial affairs and wellbeing of someone who is either a minor, or an incapacitated adult.
A likely condition of your appointment if you’re reading this is that you obtain a surety bond in the amount that the California court requires.
The surety bond requirement is a guarantee for the court and the estate that you will observe all California laws regarding conservatorships, and that you will act in a personally disinterested, objective manner.
The amount of the surety bond is statutorily determined by the court as follows:
This surety bond may alternately be referred to as a California guardian/guardianship bond. For our purposes here, these terms are synonymous.
Our agency provides the California conservatorship bond in whatever amount required.
Applicants who require a conservatorship/guardianship bond up to $100,000 may be approved without a credit check inquiry.
Applicants who require a conservatorship/guardianship bond greater than $100,000 will be subject to a careful surety bond underwriter review of your conservatorship application. This review includes a credit check inquiry.
To be approved for this higher amount, good credit is required, as also providing any additional supporting information as requested.
Our agency will need all of the following from you to have your bond issued:
Our agency issues your conservatorship surety bond and a Power of Attorney form to you immediately upon payment of the premium. We will sign and have it notarized as Surety.
Upon receipt by mail, you will sign your bond as Principal, and then you will file it along with the POA form to the presiding probate court.
The premium associated with your California conservator/guardian bond renews annually on the anniversary of your bond’s issuance for as long as the court requires surety.
Premiums paid are earned in full and are therefore non-refundable in whole or in part.
Please call our agency today at:
Or, you may fill out the form below and a Surety Agent will contact you...