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Platinum Bonds Insurance Agency

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Budget Planner Bond

Any person or entity engaged in the business of budget planning in New York (which must be a charitable or not-for-profit corporation). Required when: Required as a condition precedent to the issuance of a license to operate as a budget planner. Exemptions: Attorneys licensed in New York State are exempt from the lice…

Bond amount$250,000
State or jurisdictionNew York
ObligeeNew York State Department of Financial Services

Essential point: Pin down whether this is your bond, then start the application. Ava can confirm the right state and license type if you are not sure.

Amounts can vary

Selected requirement: $250,000. Other available requirements: "The Superintendent may increase or decrease the amount based on the applicant's or licensee's financial condition, business plan, and the actual or estimated aggregate amount of payments and fees paid by debtors to such licensee.". Exact options still depend on the obligee, state, and underwriting.

Google icon5.0 ★★★★★Google review profileBBB iconBBB A+ AccreditedView the agency profile
2323 yearsHelping clients and agents
Overview

What it is.

Any person or entity engaged in the business of budget planning in New York (which must be a charitable or not-for-profit corporation). Required when: Required as a condition precedent to the issuance of a license to operate as a budget planner. Exemptions: Attorneys licensed in New York State are exempt from the lice…

Who usually needs it

Any person or entity engaged in the business of budget planning in New York (which must be a charitable or not-for-profit corporation).

Pricing & timing

What to expect.

Generic pricing

Guardianship bonds protect the interests of minors or incapacitated persons under court-appointed guardianship. Pricing Information:. Court bonds are reviewed case-by-case and must be approved before pricing can be provided. • Bond amount: Set by the court based on the ward's assets. • What affects pricing: Asset value, type of guardianship, credit and financial strength. • Collateral: May be required depending on asset value. • Ongoing requirement: Many guardianship bonds must be renewed annually. Guardianship bonds are typically required when a guardian manages significant financial assets. Court approval is required before issuance.

Your quote determines the actual premium.

Typical timeframe

Probate/fiduciary application — typically 3–5 business days

Timing can change when underwriting needs more information.
Application details

How it works.

  1. Start the application

    Confirm the bond and provide applicant and business details.

  2. Review the quote

    See the terms and premium before deciding to continue.

  3. Pay and sign

    Complete the required payment and signatures.

  4. Receive the bond

    Get the issued bond and filing or delivery instructions.

Platinum Bonds

Experience behind every bond.

Helpful guidance, a real agency team, and a clear path from research to application.

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“Finally a company that understands what customer service is supposed to be.”

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“My bond application was processed and received very quickly.”

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“I highly recommend you do business with these folks.”

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23 years

Offering service to clients and agents alike.

Next step

Ready to move forward?

Start the secure application with this bond already selected, or ask Ava a question before you begin.

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