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Requirements for Application for Court Bond PDF Print E-mail

The documents we require are as follows:-

  1. Copy of Will (if applicable).
  2. Copy of Death Certificate/Notice.
  3. Copy of court order (if applicable).
  4. Inventory or statement of assets and liabilities of the estate.
  5. Form J262E (Bond of Security) (available here), the front page of which must be completed and signed by the appointee - whose signature must be attested by two witnesses.
  6. Application forms (available here) duly completed and signed.
  7. Copy of any directions from the Master as to the security required.
  8. The Executor's Acceptance of Trust as an Executor.
  9. The Executor's current Fidelity Fund Certificate. If applicant is not a partner/director, then a copy of a partner’s/director’s certificate accompanied by a letter on the firm’s letterhead, from that partner/director confirming that the appointee is authorized to apply for bonds of security.
  10. Copy of the executor’s identity document.

This bond is granted free of charge to all practising attorneys as a service to the profession. It is not intended to replace existing bonds, in other words if you have already obtained a bond from another insurer, which you intend to replace with a bond from the Attorneys Insurance Indemnity Fund, your application will be declined. Please ensure that you address this aspect in clause 8 of the annexure. This facility is only available where the practising attorney is the executor and not should he act on behalf of a designated executor.

Please note that the bonds are furnished to you on the strict understanding that the security provided is only in respect of your appointment as executor. If the Master requires you to furnish security as trustees, then this will have to be furnished via another facility for which a premium will be payable.

Please note that an important condition which attaches to the granting of the bond is that the applicant takes responsibility for ensuring that the Attorneys Insurance Indemnity Fund is formally released from liability when the security provided by the bond is no longer required.