Probate & Fiduciary Bond Application Page 2
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320325 N. 51st Ave., Suite 134
Probate & Fiduciary Bond Application
Glendale, AZ 85308
(623) 362-0601
Type of Bond: ________________________________________________________ Bond No: ______________________
Amount: ______________________
Hearing Date: ________________________________________________________ Case No: ______________________
Estate Name:
______________________________________________________________
Name: _____________________________________________________________ Tel. #: _________________________
Address: ____________________________________________________________ Mobile #: ______________________
City: ______________________________ State: _____________ Zip: __________ Email: ________________________
Social Security No. _____________________ Driver’s License #: _______________ State: _________________________
Your Net Worth: _______________________________________ Date of Birth: __________________________________
Employer/Retired: ______________________________________ Position/Previous Position: _______________________
Address: _____________________________________________ City: _______________ State: _______ Zip: _________
Tel # ( ___ ) __________________________________________ Length of Employment:
_________________________
Do you own a home? ___________________ Rent? _________ Other: ________________________________________
Have you ever taken possession of any of the estate’s assets? __________________________________________________
Has there been a prior bond filed in this estate before? ________________________________________________________
What is your relationship to Decedent/Conservatee/Minor: _____________________________________________________
What is your share of this estate (Decedent’s estate only): _____________________________________________________
Have you had a criminal conviction? _______________________ Lost a civil judgment? ____________________________
If yes, explain: _______________________________________________________________________________________
Have you or your spouse filed personal bankruptcy? ___________ If yes, when? __________________________________
Are you indebted to Decedent/Conservatee? _________________ If yes, amount $: ________________________________
ESTATE INFORMATION
Name of Decedent/Conservatee/Minor: ____________________________________________________________________
Date of Birth of Conservatee/Minor: _______________________________________________________________________
Estate Cash: _______________________ Securities: _______________ Real Property: __________________________
Other Assets: _________________________
Annual Income (All Sources) $: ___________________________________
Bank where ESTATE ACCOUNT will be opened: ____________________________________________________________
City: ____________________________ State: _____________________ Zip Code: _____________________________
Where will securities be kept? ___________________________________________________________________________
(Safe deposit box, Brokerage – Including Name & Address)
Does estate contain an ongoing business? ________
If yes, name: ___________________________________________
Type: _____________________________________
Will it be continued? ______________________________________
If yes, do you understand you must have a court order to continue business? ______________________________________
ATTORNEY INFORMATION
Attorney handling this case: _____________________________________ Law Firm:
Phone: ______________________________ Fax: ______________________________ Email: _______________________
Address: ____________________________________________________________________________________________
City: ________________________________ State: _______________ Zip code: _________________________________
Do you understand that the first year’s bond premium is not refundable? __________________________________________
Do you understand all increases and reductions of the bond must be ordered by the court? ___________________________
Do you understand the bond is in effect until a final discharge is signed by the judge and a copy delivered to the surety? ____
Do you understand the bond premium is to be paid annually? __________________________________________________
Do you understand you must retain an attorney throughout the administration of this estate?
______________________________
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