Milwaukee Court Bond Agency | Administrator, Executor Bond Application

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Administrator / Executor Bond Application

All fields are required to make an accurate assessment. Please provide as much information as you can.

This application is on a secure server. Sensitive information is protected. However, if you are reluctant to provide it on this form, we can obtain it over the phone after we receive your application.

If there is no applicable information for a particular field, please write n/a in that field.

If you have to fill out the form a second time, please put a 2 at the end of your name.

Information for Applicant

Name

Address

City

State

Zip

Phone

Cell Phone

Employer

Work Phone

Annual Income

Years Employed

Date of Birth

Information for Applicant's Spouse (if applicable)

Name

Cell Phone

Employer

Work Phone

Annual Income

Information for Applicant (continued)

Approx. Net Worth

Outstanding Debt

Have you ever filed for bankruptcy? Yes No

If so, when?

Attorney

Atty Address

Atty Phone

Atty Email

Administrator or Executor Bond

Type of bond required

Legal name of deceased

Date of death

Relationship to deceased

Bond amount

Date of appointment

Court and docket no.

Estimated estate assets

Personal Property

Realty

Estimated estate debts

List each heir to the estate and his or her percentage share:

Will any business of the estate be continued by the fiduciary? Yes No

Is the applicant indebted to the estate? Yes No

Did decedent execute a Last Will and Testament? Yes No

Did applicant replace a prior fiduciary? Yes No

Is this an additional bond? Yes No

Does this bond replace a prior bond? Yes No

Is this bond required on the demand of an interested person? Yes No

If yes, who is that person?

Milwaukee Court Bond Agency

P.O. Box 602 | Butler, WI 53007

Phone: 262-781-BOND (2663)