Societies Insurance

Family Office / Trust-Owned Property Quote Request

Applicant Information:

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Related coverage

Coverage details

What trust and family office coverage includes

We coordinate homeowners, auto, collections and excess liability so every trust, LLC and family member is properly insured.

Why it matters: if the named insured on a policy doesn’t match the titled owner, a claim can be denied. We review titles, entities and beneficiaries together.

Not covered: operating businesses and investment losses.

Insurance Application:

Family Office / Trust-Owned Property

Required forms

Family Office / Trust-Owned Property Supplemental Application (PDF)

Download, complete and email to info@societiesinsurance.com, or attach it with your quote request.

House keys with a small model home for home insurance
Contact details

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