A fiduciary or estate bond relates to the duties of a person entrusted with another person's property or affairs. Court orders, estate circumstances and the required wording determine the request.
A.M. Fredericks UnderwritingABEX o/b Affiliated Broker Exchange
Allianz Global RisksAmbri AssuranceApril Canada Inc.April MarineArthur J. Gallagher & Co
AVRO Insurance ManagersBeazley Canada LimitedBerkley Insurance CompanyBlueCross BlueShield
Burns & Wilcox CanadaCAA InsuranceCAN - Continental Insurance
Cansure Underwriting LtdCaradoc Townsend MutualChes Special Risk Inc.Chubb InsuranceChutter Underwriting Services
Core Underwriting ServicesDefinityDesjardins Financial Security Investments Inc.
Dominion of Canada/Travelers/Travelers EssentialEagle Underwriting Group Inc.Echelon
Excess Underwriting Corp.Facility Association
Forward InsuranceGlobal Aerospace Underwriting
Great-West LifeGroupAssureGroupOne Insurance
HDI Global Specialty SE
IA Excellence Life Insurance
INGLE International
Intact Public Entities
La CapitaleLiberty International CanadaLynx Insurance UnderwritersMarkel
NorthbridgeOld Republic
Optiom
PAL Insurance Brokers Canada
Premier Canada AssurancePremier MarinePremium Marine
Revolution Advanced Underwriting
SignalSignature Risks
South Western GroupSovereign GeneralSpecial Risk InsuranceSports & Fitness InsuranceSSQ AssuranceStarr Technical RisksStrategic UnderwritingSummit Underwriting Group Inc.The Boiler Inspection and Indemnity Company (BI&I)
The Totten Insurance GroupTrans Canada
TravelersTrinity Underwriting
Unique Risks
Victor Insurance
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A practical comparison guide
Bring the appointment documents or court direction to the discussion. Identify the estate or assets, beneficiaries, applicant's role and any reporting obligations. A lawyer can explain whether security is required in the particular proceeding. The surety will separately decide whether it can issue the requested bond.
Before requesting terms, identify the party requiring the bond, the exact obligation and the approved form. Ask about underwriting information, indemnity commitments, collateral if applicable, and how cancellation or release works. Keep written confirmation of acceptance. A quotation, application or payment receipt is not the same as an issued and accepted bond.
Use current documents. If a detail is uncertain, identify it for the provider instead of guessing.
No. Accounting and administration duties continue. Keep records of assets, payments and distributions, and follow the applicable legal advice. A bond does not authorize an action outside the fiduciary's appointment.
For a bond, the obligation, financial position, experience and required wording are part of the discussion. Ask for all costs and indemnity requirements before proceeding. Acceptance is subject to the surety and obligee.
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Discuss my requirements →Further reading: Travelers Canada surety applications. Check the current document and your own policy or bond wording. This page is general information, not an issued policy or bond.
Be prepared
Hypothetical situations to help you prepare questions—not actual client claims or promises of coverage.
Scenario: The party protected by a bond alleges the principal failed to meet the bonded obligation.
What happens next: Review the specific bond and contract before action. The surety investigates the claim and the parties’ compliance; payment is not automatic.
Scenario: A potential claimant needs to notify the surety.
What happens next: Check who may claim, required documents, notice method and deadlines in the actual bond. Different bond forms have different requirements.
Scenario: The surety requests supporting records.
What happens next: Provide the relevant contract, correspondence and evidence. Indemnity obligations may allow recovery from the principal or indemnitors.
Actual outcomes depend on the facts and applicable wording. Read claims guidance · Ask about the next step
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