Professional liability insurance for wills, estates, and trusts attorneys — where drafting and execution errors may surface years later, often after the client has died and can no longer clarify intent. Backed by an A+ rated carrier, limits to $5M.
Every practice has its own claim patterns. Coverage is only useful when it's matched to the way your work actually generates risk.
An ambiguous bequest or a defective trust provision may not surface until the estate is administered — years after the work, when the client can no longer explain what they meant.
Improper witnessing, execution defects, or missed formalities can void an instrument entirely, exposing the drafter to beneficiary claims.
Advice to executors and trustees, tax elections, and administration missteps generate claims from beneficiaries who feel shortchanged.
Hypothetical, generic illustrations — not actual claims, and not a statement of coverage.
During administration, a bequest is found ambiguous, and beneficiaries allege the drafting attorney failed to capture the decedent's stated intent.
A will is challenged for improper execution, and disappointed heirs allege the drafting attorney failed to supervise required formalities.
A beneficial tax election is not made in the estate, and beneficiaries allege the resulting tax could have been avoided.
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.
Coverage for wills, estates & trusts attorneys is underwritten by a carrier rated A+ (Superior) by AM Best, with limits up to $5 million and deductibles as low as $2,500. Defense-cost options can sit outside your limit — so defending a claim doesn't erode the protection you bought.
Coverage placed with a carrier rated A+ (Superior) by AM Best.
Meaningful limits for firms of one to twenty attorneys.
Additional defense-cost options that can sit outside your limit.
Talk to a person at 1-855-348-7475, not a call tree.
Wills, estates, and trusts is a core target practice area for this program. Coverage is written for the drafting and administration work that carries a uniquely long claims tail.
Lawyers professional liability insurance — also called legal malpractice or errors & omissions insurance — protects attorneys against claims that an error, omission, or act of negligence in their professional work caused a client financial harm. For wills, estates & trusts attorneys, the specific exposures above drive the frequency and severity of claims, and the policy responds to both the cost of defense and any damages owed.
Nearly all legal malpractice coverage is written on a claims-made basis, meaning the policy responds to claims first made during the policy period for work done after your retroactive date. Continuity matters: predecessor firm coverage and prior-acts protection preserve coverage for work your firm has already performed. For a practice with a long claims tail, that continuity is especially important.
The financial strength of the carrier behind a professional liability program matters. This program is backed by a carrier rated A+ (Superior) by AM Best, the second-highest of AM Best's financial strength ratings. Coverage terms are governed solely by the issued policy.
A+ rated professional liability for firms up to 20 attorneys, nationwide. Start your quote in minutes.
