Probate Bonds: New Developments

Includes a Live Web Event on 09/15/2026 at 2:00 PM (EDT)

The probate landscape is evolving rapidly, bringing new challenges—and new opportunities—for surety professionals. From shifting demographics and increased estate litigation to digital assets, artificial intelligence, and conservatorship reform, probate bonds are becoming more complex and increasingly important.

Join us for this NASBP Virtual Seminar where Connie Boudreau of Liberty Mutual and Jack Richards of Krebs Farley provide surety professionals with a practical understanding of probate bonds, including the roles and responsibilities of fiduciaries, the legal frameworks that govern probate proceedings, and the claims and defenses that frequently arise in probate bond matters. Participants will examine significant court decisions addressing standing, statutes of limitations, and fiduciary misconduct, while gaining insight into how probate laws differ across jurisdictions.

The session also explores emerging trends shaping the future of probate practice, including declining estate planning rates, the impending transfer of wealth among generations, the growing use of conservatorships, and the challenges presented by digital assets such as cryptocurrency, email accounts, and other online property. Attendees will learn how recent legislative reforms and technological developments may affect fiduciary responsibilities, probate administration, and the underwriting and handling of probate bonds.

Whether you are new to probate bonds or an experienced surety professional seeking to stay current on legal and market developments, this seminar will equip you with practical knowledge and valuable insights to navigate this increasingly dynamic area of surety practice.

Connie Boudreau

Connie Boudreau

Surety Claims Specialist

Liberty Mutual Insurance Company

Connie Boudreau is a Surety Claims Specialist at Liberty Mutual Insurance Company, based in Seattle, where she has been a valued member of the Surety team for more than 20 years. For the past 12 years, she has specialized in commercial bond claims, with a particular focus on probate matters—an area she is especially passionate about.

Connie enjoys the personal aspect of working with individuals on the commercial side, as it allows her to connect with people and use her skills to help mitigate and resolve complex problems with clarity, confidence, and practical solutions. She brings a people-first approach to claims handling and is committed to delivering thoughtful, effective outcomes on every claim.

A graduate of Washington State University, Connie studied psychology and communications. She lives outside of Seattle with her husband, Rob, and their three dogs, Lucy, Stella, and Parker.

Jack Richards

Jack Richards

Associate

Krebs Farley

James “Jack” Richards is an Associate at the Krebs Farley New Orleans office. Jack practices in the areas of complex commercial litigation, construction litigation, bankruptcy, and surety law.

Jack has obtained several favorable results for surety-industry clients on motion practice including:

  • Obtaining total dismissal of a surety from arbitration proceedings pre-hearing where the obligee sought more than $1 million in damages across multiple performance bonds.
  • Enforcing a forum-selection clause in an Indemnity Agreement to defeat an indemnitor’s attempt to transfer the surety’s indemnity suit to a more favorable forum.

Jack has also obtained favorable results for non-surety clients:

  • Securing 100% of the quoted cost of a roof repair from a commercial tenant pursuant to the terms of the lease.

Prior to joining Krebs Farley, Jack worked for a national firm primarily defending accounts receivable management companies from pre-suit demands, arbitrations, single-plaintiff lawsuits, and class-action lawsuits. He has experience in federal and state consumer protection law, commercial litigation, UCC Article 4A litigation, and EEOC charges. Prior to working in private practice, Jack clerked for the Hon. Mary Ann Vial Lemmon of the Eastern District of Louisiana.

Jack obtained a Bachelor of Arts in Mass Communications from Louisiana State University in 2016, before earning his J.D. cum laude from the University of Georgia School of Law. While in law school, he was an Executive Editor of the Georgia Journal of International and Comparative Law and both a member and coach of UGA Law’s ABA NAAC Moot Court team.

In the past, Jack has enjoyed doing pro bono work, which included a case that involved a wrongful conviction suit against the State of Louisiana. 

In his spare time Jack enjoys playing chess, cooking, and spending time with friends and family.

image

Nationwide is a Fortune 100 company with an A.M. Best rating of A (Excellent), FSC XV. Partner with a carrier that knows the surety industry and issues bonds quickly. With 50-state capacity and flexible rating plans, we provide comprehensive surety bond solutions for contractors and companies of all sizes. Nationwide.com/surety

Key:

Complete
Failed
Available
Locked
Probate Bonds: New Developments
09/15/2026 at 2:00 PM (EDT)  |  60 minutes
09/15/2026 at 2:00 PM (EDT)  |  60 minutes
Evaluation
2 Questions
Certificate of Attendance
No credits available  |  Certificate available
No credits available  |  Certificate available