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Trustee & Executor Liability Insurance - Let us find your best coverage - protection for family members managing an estate or trust
Serving as a trustee or executor for a family member is an honor, but beneficiaries can sue you personally over investment decisions, delays or distributions. Send us a few details and we will find fiduciary liability coverage – no cost, no obligation. Prefer to talk? Call 800-616-3490.
Trustee / Executor Liability Quote Request
Applicant Information:
Have these handy
- Trust or estate name and the date you were appointed
- Approximate value and types of assets
- Number of beneficiaries and any disputes
- Advisors used (attorney, CPA, investment manager)
Related coverage
Coverage details
What trustee and executor liability covers
Fiduciary liability for individuals (not professionals) who serve as trustee, executor, personal representative or power of attorney.
- Breach of fiduciary duty - Claims that you failed to act in the beneficiaries' best interest.
- Investment decisions - Allegations of imprudent investing or failure to diversify.
- Administrative errors - Missed deadlines, tax filing errors and accounting mistakes.
- Distribution disputes - Claims about the timing or amount of distributions.
- Legal defense - Attorney fees, often the largest cost even when you did nothing wrong.
- Co-trustees - Coverage for co-trustees and successor trustees, where available.
Who it’s for: family members and friends serving as trustee, executor, guardian or power of attorney without professional compensation.
Not covered: professional trustees, fraud or self-dealing, and losses from market declines alone.
Insurance Application:
Individual Trustee / Executor Liability
Required forms
Trustee / Executor Liability Supplemental Application (PDF)
Download, complete and email to info@societiesinsurance.com, or attach it with your quote request.
Contact details
Prefer to talk?
- Toll-Free: 800-616-3490
- East Coast: 706-550-4418
- West Coast: 206-755-0101
- info@societiesinsurance.com
- Mon-Fri 8:00am - 6:00pm, Sat 9:00am - 12:00pm