The Partnership Account® for Professional Fiduciaries

The Partnership Account® for Professional Fiduciaries is your one-stop solution for streamlined, hassle-free bonding. We understand the unique challenges you face and have designed a groundbreaking service that simplifies the bond acquisition process, saving you both time and money. Sound too good to be true? Let’s dive in.

 

 

Introducing The Partnership Account®: Seamless Bonding Made Easy

 

As a professional fiduciary, you’re the backbone of trust and reliability in the world of finance. You take on immense responsibilities in managing and safeguarding the financial well-being of your clients. The last thing you need is for the task of obtaining bonds to be a hurdle that adds complexity and stress to your already demanding profession. That’s where we come in.

Your Ultimate Bonding Partner: Rated “A” Excellent by AM Best Company and Licensed in all 50 States and US Territories. 

Our nearly 100-year-old company is proud to have licensing in all 50 states and US territories. We’ve earned an A+ Excellent rating and 5 stars on TrustPilot—proof of our unwavering commitment to providing the best in bonding services, tailored specifically for professional fiduciaries like you.

Two Clicks and You’re Bonded – Even on the Courthouse Steps

With The Partnership Account, you gain instant, anywhere access to our innovative platform that features:

  • Automated bond quoting from your computer or mobile device
  • The ability to manage all your bonds from one easy-to-use dashboard
  • Our extensive bond library, offering every type of bond you might need in your profession
  • And best of all, the membership is free

Streamlined Bond Acquisition: Saving You Time and Money

We’ve cut out the middleman, which means savings for you. Our advanced automation technology expertly streamlines the bond acquisition process, ensuring you’re not wasting valuable time and resources.

Innovations and Support to Fuel Your Success

At the heart of The Partnership Account is a team of dedicated professionals who are always ready to help. Need support? Our full team is here to assist you in navigating our platform. Plus, you’ll have unlimited access to our ever-growing bond library and regular updates on the latest news and events pertaining to your profession.

Join the Partnership Account Today – For Free

Become a partner with us and effortlessly obtain bonds with just a few clicks. The process is so seamless, you can even get a bond right from the courthouse steps! Sign up for free today and experience the game-changing difference of The Partnership Account for Professional Fiduciaries.

  1. 1
    Create a Partnership Account®

    Complete our quick signup process and you’ll be able to access your account.

  2. 2
    Obtain Instant Surety Bonds

    Quote, apply and send applications to your clients right from your portal. Once your client signs, their bond will be instantly available for download, print or e-file.

  3. 3
    Manage Client Coverage

    Easily keep track of your clients’ bonds and obtain new ones on-demand.

Get Started

Frequently Asked Questions

  • Colonial’s court and fiduciary bonds include appeal/ supersedeas, conservator, estate /administrator, personal representative, guardianship, trustee, referee, receiver, veterans administration (VA) fiduciary, replevin, attachment, and injunction bonds.

    Colonial also provides bid and performance, license and permit, notary, public official, registered investment advisor (RIA), employee dishonesty, janitorial & home service, service provider, and lost instrument bonds. Colonial is also a leading provider of ERISA fidelity bonds and fiduciary liability insurance for plan sponsors and pension professionals. Upcoming Colonial product releases include cyber insurance, employer liability insurance, professional liability insurance, general liability insurance, and business operation protection.

  • Colonial offers free, instant quotes for attorneys and their clients for all court and fiduciary bonds. All you have to do is click Get Started on a bond page, enter your bond amount, and we’ll calculate your premium. Getting a quote is that simple!

  • Colonial is the insurance company; we do not use brokers or agents so we are able to offer the best possible price; no hidden fees and no additional taxes.

  • Most bonds are approved instantly once all required documents are received. After you submit your bond application and court documents, Colonial will review your court and fiduciary bond application to ensure you fulfill all legal and underwriting requirements. You’ll then have a digital bond ready to print or e-file—it couldn’t be quicker.

  • As a partner, you have the option to be placed on our attorney referral list, which enables Colonial clients to easily find practicing attorneys in their state. As a partner we will refer prospective clients to you.

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