Patrick J. Thomas Agency

Surety Bonds and Commercial Insurance
Using Certiorari Bonds in the Legal Appeals Process 1000 667 Patrick J. Thomas Agency

Using Certiorari Bonds in the Legal Appeals Process

The legal process doesn’t always end with a trial verdict. When a party believes that a lower court made a legal error, they may pursue an appeal to a higher court. In some cases, this process involves filing a writ of certiorari, a formal request asking an appellate court to…

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Understanding Probate Bond Duration and Renewals 1000 667 Patrick J. Thomas Agency

Understanding Probate Bond Duration and Renewals

When you’re appointed as a personal representative, executor, or administrator of an estate, one of your first responsibilities may include securing a probate bond. This type of surety bond ensures that you’ll carry out your fiduciary duties in accordance with the law and protects the estate’s beneficiaries from financial harm. …

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How to Ensure Compliance with VA Regulations as a Representative Payee 1000 667 Patrick J. Thomas Agency

How to Ensure Compliance with VA Regulations as a Representative Payee

Whether your family member is a disabled veteran, an elderly parent, or someone with challenge that prevents them from managing their own finances, becoming a representative payee to help them receive benefits from the U.S. Department of Veterans Affairs comes with a legal responsibility.  The VA has strict regulations in…

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What to Expect with the Bonding Process for VA Representative Payees 1000 667 Patrick J. Thomas Agency

What to Expect with the Bonding Process for VA Representative Payees

When the U.S. Department of Veterans Affairs (VA) determines that a beneficiary is unable to manage their own financial affairs—due to age, injury, disability, or illness—it will appoint a representative payee to oversee their VA benefits. If that’s you, know that this position comes with legal responsibilities. One part of…

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Avoiding Common Pitfalls of Surety Bonds: Best Practices for Estate Bond Compliance 1024 683 Patrick J. Thomas Agency

Avoiding Common Pitfalls of Surety Bonds: Best Practices for Estate Bond Compliance

Estate bonds, also known as fiduciary bonds or probate bonds, are often necessary when it comes to managing an estate while serving as an executor or administrator. However, if you’re unfamiliar with surety bonds, it’s easy to make mistakes that can delay the process or even cause legal complications. Understanding…

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How Probate Bonds Help Avoid Estate Administration Delays 1000 667 Patrick J. Thomas Agency

How Probate Bonds Help Avoid Estate Administration Delays

Whether you’re a family member named in a will or an attorney guiding your client through the estate process, the goal is usually the same: to ensure a smooth, timely distribution of assets with as little conflict and delay as possible.  If a court requires a fiduciary to post a…

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Surety Bond Requirements for Representative Payees 1000 667 Patrick J. Thomas Agency

Surety Bond Requirements for Representative Payees

Becoming a representative payee for a loved one is an important responsibility. It becomes your job to ensure their financial needs are met and their funds are properly managed. This is why a surety bond is normally required. These bonds provide a layer of financial protection for the person whose…

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Should You Use a Personal Representative? Estate Planning, Bonds, and More 1000 667 Patrick J. Thomas Agency

Should You Use a Personal Representative? Estate Planning, Bonds, and More

Planning for the future is never easy, but ensuring your estate is handled properly is one of the most important decisions you can make for your loved ones. When preparing a will, you’ll need to designate someone to manage your estate after you pass away. This person is known as…

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How Appeal Bonds Help Protect Your Assets During an Appeal 1024 535 Patrick J. Thomas Agency

How Appeal Bonds Help Protect Your Assets During an Appeal

When a court decision doesn’t go in your favor, filing an appeal can be the next logical step. However, appealing a judgment or an order isn’t as simple as just submitting paperwork and waiting for a new decision. If the judgment involves a financial obligation—such as damages, penalties, or asset…

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What to Do When a Guardian Steps Down, and How to Manage the Transfer 1000 667 Patrick J. Thomas Agency

What to Do When a Guardian Steps Down, and How to Manage the Transfer

Guardianship is a serious legal responsibility that ensures the well-being and financial stability of an incapacitated adult, minor, or another vulnerable individual. But what happens when a guardian steps down? Whether due to health issues, personal circumstances, or court orders, the transition from one guardian to another must be handled…

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