Trustee Professional Liability Insurance (TrustAssure®)

Trust Assure® is an errors & omissions (E&O) insurance policy specifically designed to protect trustees against the wide variety of claims that can arise from the management or administration of trust assets. Trust Assure provides coverage for trustees serving on revocable living trusts, irrevocable trusts, family/exclusion trusts, charitable remainder trusts, testamentary trusts, liquidating trusts, guardian of the estate and receivership trusts.
Features and Benefits Back To Top
  • Underwritten by a company with over 20 years of experience in professional liability
  • Provides comprehensive coverage that extends to the individual trustee, guardian or receiver and their staff (and independent contractors)
  • Separate policies and limits for individual trusts available
  • Policies are written on a claims-made and reported form
 

We have assembled a seasoned team of claims professionals who are experienced in managing some of the highest-profile D&O, E&O, employment practices, fiduciary, crime and technology cases in the industry, for entities of all sizes and across most industries—from Fortune 500® companies to not-for-profit organizations; multinational corporations to privately-held enterprises.

Our centralized in-house operation, positioned adjacent to our underwriting colleagues, allows us to facilitate prompt case resolution and the best possible claim outcomes. We offer access to some of the nation’s leading law firms specializing in the defense of securities, employment practices, fiduciary and technology claims. And in the toughest environment, policyholders can count on our aggressive litigation strategies to defeat even the most formidable plaintiff’s attorneys.

To report or check the status of a claim please contact us:
Tel: 888-602-5246
Fax: 866-227-1750

Mail: Domestic Claims
c-Claim for Financial Lines
175 Water Street, 9 Fl.
New York, NY 10038

Download a claim form for submission.

To request loss runs, contact Broker Services at 877-867-3783

Applications and Forms Back To Top

Trust Assure Mainform Application
The Mainframe Application for Trust Assure

Trust Assure Renewal Application
The Renewal Application for Trust Assure

Trust Assure Specimen Declarations Form
The Specimen Declarations Form for Trust Assure

Trust Assure Specimen Policy
The Specimen Policy for Trust Assure