Estate & Probate Attorneys · A+ rated (AM Best)

Estate planners, insured.

Errors and omissions coverage for estate & probate attorneys. The exposures below drive the frequency and severity of claims in the practice. Written on A+ rated paper, limits to $5M, deductibles from $2,500.

Estate & Probate Attorneys professional liability insurance
A+
AM Best financial strength rating of the underwriting carrier
A+ (Superior) AM Best carrier
Up to $5M in capacity
Nationwide program
1-855-348-7475 to speak with us
The exposure

Exposures in estate & probate practice

Each practice generates claims in characteristic ways. Coverage is evaluated against the exposures specific to the work.

01

Drafting & intent

Ambiguity in a will or trust may not surface until administration, after the client has died and intent can no longer be clarified.

02

Execution & formalities

Improper execution or missed formalities can void an instrument and expose the drafter to beneficiary claims.

03

Administration & fiduciary error

Advice to executors and trustees on distributions and accountings draws claims from beneficiaries.

Representative scenarios

Claim situations that can arise

Hypothetical, generic illustrations — not actual claims, and not a statement of coverage.

01

Drafting ambiguity

An ambiguity surfaces in administration, and beneficiaries allege a drafting error.

02

Execution defect

An execution defect is alleged to have voided an instrument.

03

Administration error

Advice to an executor is alleged to have caused a beneficiary loss.

Scenarios on this page are generic, hypothetical illustrations of the kinds of allegations that can arise in this practice. They are provided for educational purposes only. They are not descriptions of actual claims and are not a representation that any particular claim is, or would be, covered. Whether any claim is covered depends entirely on the facts and the terms, conditions, and exclusions of the issued policy.

A financially strong insurance partner for estate & probate attorneys
The coverage

Coverage terms.

Coverage for estate & probate attorneys is written on paper rated A+ (Superior) by AM Best, with limits to $5 million and deductibles from $2,500. Defense-cost provisions vary by policy. Terms, conditions, and exclusions are governed by the issued policy.

/ security

A+ rated paper

Written on carrier paper rated A+ (Superior) by AM Best.

/ capacity

Limits to $5M

Available for firms of one to twenty attorneys.

/ defense

Defense costs

Defense-cost provisions vary by the issued policy.

/ service

Direct line

1-855-348-7475 for underwriting and service.

Scope

Work covered.

Estate & Probate Attorneys practice is eligible under the program, subject to underwriting. Coverage addresses the exposures characteristic of the practice.

Wills & trusts Estate planning Probate administration Trust administration Powers of attorney Beneficiary counsel
Coverage notes

Professional liability for estate & probate attorneys.

Lawyers professional liability insurance — legal malpractice or errors and omissions coverage — responds to claims that an error, omission, or act of negligence in professional legal work caused a client financial harm. For estate & probate attorneys, the exposures identified above determine the frequency and severity of claims. The policy responds to defense costs and to damages, subject to its terms.

Coverage is written claims-made and reported: it responds to claims first made during the policy period for work performed on or after the retroactive date. Prior acts and predecessor firm terms determine the treatment of prior work. Continuity of coverage should be maintained to avoid gaps.

Indemnity depends on the insurer's financial condition. This program is written on paper rated A+ (Superior) by AM Best. Coverage descriptions on this page are summaries qualified in their entirety by the issued policy, which governs.

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Errors and omissions coverage for firms of up to 20 attorneys, nationwide. A+ rated paper.

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