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for Legal Software

Make probate simpler from the very beginning.

Help attorneys and estate professionals purchase required probate bonds without leaving your platform. Embedded Probate Bonds remove unnecessary paperwork, reduce delays, and create a more connected experience.

The Challenge Today

Getting a probate bond is often the first delay in settling an estate.

Probate bonds are required in many estate proceedings, yet they’re still commonly purchased through separate agencies, paper applications, and manual approval processes. That creates unnecessary delays for attorneys, executors, and the families they serve.

24-48 hours

Typical time allotted by judge to secure bonds

77%

Of small firm attorneys feel challenged by administrative duties

Designed for your platform

Keep probate moving.

Attorneys already manage estate administration inside your platform. Probate bonds become a natural extension of that workflow, allowing attorneys and executors to obtain required bonds without navigating another provider or interrupting the process.

Reduce probate delays: Give attorneys a faster way to satisfy court bond requirements and keep estate administration moving forward.

Eliminate busywork: Applicants can quote, purchase, and receive their bond without leaving your platform.
Present multiple options: Instead of relying on a single carrier, applicants have access to multiple bonding options through one embedded experience, helping more users find coverage that meets their needs.
Embedded probate bonds

Court-required bonds, built into your platform.

Embedded Probate Bonds help attorneys and executors quickly obtain the bonds required by the court without leaving your platform.

By removing disconnected applications and manual processes, your customers can move from estate filing to bond issuance in one connected experience.

Digital Bond Issuance

Purchase and receive probate bonds without paper applications or separate agencies.

Keep Cases Moving

With only 24-48 hours to secure a probate bond, automatically triggered offers that can access existing documentation can save time.

Grow Your Platform

Decrease busywork for attorneys, especially those at small or mid-sized firms, helping them invest more time into billable hours

Why legal platforms choose us

The embedded protection partner for legal practice management software.

Fast, Proven Implementation

With hundreds of embedded insurance implementations, most partners launch in less than 60 days.

Built for Probate Workflows

Purpose-built for estate administration and probate software, with insurance embedded naturally into the case management experience.

Compliance Managed

From underwriting and bond issuance to customer support and compliance, we manage the insurance program so your team can stay focused on serving legal professionals.

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Insights for legal software.

Ready to streamline the probate process?

Help attorneys move estates forward faster.

Give attorneys and estate professionals a simpler way to obtain court-required probate bonds without leaving your platform.

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