Probate AND Fiduciary Bond

Attorney

FIRM

Name

Contact

Contact E-mail Address

Street Address 1

Street Address 2

City State Zip Code

Tel Fax

Bond to be filed in TH Judicial Circuit Court in and for County.

Estate Number Bond Amount $ **

How long is the bond needed

** NOTE: FOR ANY BOND AMOUNT EXCEEDING $200,000 PLEASE SUBMIT THE FOLLOWING DOCUMENTS BY FAX TO RICH WURST @ 561-997-7087

1. COPY OF THE WILL

2. COURT ORDER REQUIRING A BOND

PRINCIPAL

Name (Principal #1)

Street Address 1

Street Address 2

City State Zip Code

County

Occupation Time so engaged

Estimated Net Worth Annual Income

Social Security # OR Tax ID #

Relationship to the Deceased/Ward(s)

Name (Principal #2)

Street Address 1

Street Address 2

City State Zip Code

Occupation Time so engaged

Estimated Net Worth Annual Income

Social Security # OR Tax ID #

Relationship to the Deceased/Ward(s)

Principal's Position / Type of Bond

Administrator Guardian Receiver

Conservator Personal Representative

Testamentary Trustee Trustee Executor

OBLIGEE

Name of Deceased Estate Ward (please check one)

Date of Death Age of Deceased Age of Ward

Date of Appointment

Describe Assets of Estate or Trust ESTIMATED VALUE

Real Estate

Stocks and Bonds

Cash

Other

Minor(s) OR Incompetent(s)

Name

Date of Birth

Condition

Street Address 1

Street Address 2

City State Zip Code

ADDITIONAL INFORMATION

Heir Information

Name Relationship to deceased

Name Relationship to deceased

Name Relationship to deceased

Name Relationship to deceased

Is the Principal Public Fiduciary Public Administrator Neither

Is the Principal indebted to the estate? Yes No

Has the Principal had prior control over the estate's assets? Yes No

Is Principal succeeding a prior fiduciary for the same estate? Yes No

Will the Attorney be involved until the estate/ guardianship closes? Yes No

Will any business of the estate be continued? Yes No

(if YES send copy of court order)

Is the bond being required upon demand of an interested party ? Yes No

If Yes, describe:

Is this a replacement or addition to a bond of another surety? Yes No

if Yes

Name of Prior Surety Amount of prior bond

Additional Comments or Information