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Industry Expertise

Transactional / Real Estate / Estate Planning Firms

Insurance built for transactional, real estate, and estate planning firms. We arrange professional liability tuned to transactional risk, cyber, and fiduciary exposure for deal-work and planning practices across California — placed through specialty markets that understand your work.

Coverage to Consider Schedule Consultation

What this covers and why it matters

Coverage details vary by carrier and situation — a licensed advisor will walk you through exactly what applies to you.

Recommended coverage stack (educational)

Typical discussion points include lawyers professional liability and cyber, property/BOP, crime, EPLI as needed.

Key industry risk considerations

A licensed review will usually focus on document accuracy and deadline management, sensitive financial and personal records, and remote document-sharing and e-sign workflow.

Coverages for this industry

The coverages most relevant to Transactional / Real Estate / Estate Planning Firms, tiered by priority. Start a quote on any one, or have an advisor review the whole stack.

Core

Lawyers Professional Liability

Malpractice for drafting, title, and advisory errors.

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Core

General Liability Insurance

Third-party injury or property damage at your office.

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Core

Commercial Property Insurance

Office contents, files, and equipment.

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Recommended

Cyber Liability Insurance

Protects client and transaction data.

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Recommended

Crime / Fidelity Insurance

Wire-transfer / closing fraud and escrow / trust-account exposure.

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Situational

Commercial Umbrella / Excess Liability

Higher limits for large deal values and long-tail claims.

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Have an advisor review the whole stack →

Common Questions