Legal Malpractice Insurance Application

Legal Malpractice Insurance ApplicationEach of these applications is in portable document format (PDF), for which you must have Adobe Reader. You can download it here for free:

If your firm currently has malpractice insurance, we offer these alternatives to completing an application:

*If the first application your firm filled out for its current mal-practice insurer is stored electronically, save it as “New App.”, update it, and send it to us; 


*Send us a copy of either the first application or most recent renewal application your firm completed for its current malpractice insurer.

Please be sure to include any supplemental applications that you’ve completed.

We’ll copy your firm’s information onto a new application and supplemental apps., and send it to you to review, answer any questions we couldn’t, and sign.

If your firm doesn’t currently have malpractice insurance, or you’d rather not send us a copy of your most recent application, please download and complete a new application, any necessary supplements, and if your firm has two or more attorneys, an attorney roster.  

Legal Malpractice Insurance Application (Solo Practitioner)

Legal Malpractice Insurance Application (2 or more attorneys)
Attorney Roster (2 or more attorneys)


If 1% or more of your practice is in any of the following areas, please complete the supplemental application below.

Supplemental Application – Banking/Financial Institutions

Supplemental Application – Business Transactions (Word document)

Supplemental Application – Class Actions/Mass Torts/MDL

Supplemental Application – Entertainment

Supplemental Application – Family Law  (Word document)
Allocate your Family Law billables among Divorce, Guardianship, etc. Ignore the rest of the form. 

Supplemental Application – Intellectual Property

Supplemental Application – Plaintiffs’ Personal Injury

Supplemental Application – Real Estate

Supplemental Application – Securities

Supplemental Application – Tax (scroll down to p.3)

Supplemental Application – Title Agency

Supplemental Application – Trusts & Estates

If you’ve been involved in any malpractice claim or suit in the last five years, or are aware of an incident which may give rise to a claim, please complete the form below for each claim or incident.

Supplemental Application – Malpractice Claim Information

If any lawyer in your firm currently serves as director, officer, trustee or partner of any entity which is a client of the firm, or has held an equity or financial interest in a client in the last five years, please complete the Outside Interests supplement below.

Supplemental Application – Outside Interests

If you have more than one office, please complete the Additional Locations supplement below.

Supplemental Application – Additional Locations

If you share office space with one or more attorneys who aren’t affiliated with your firm, please complete the Office-Sharing supplement below.

Supplemental Application – Office Sharing


If your firm currently has malpractice insurance, then addition to the application, please send us the following documents, as we must provide them to insurers to obtain pro-posals for you:

*A copy of the Declarations page from your firm’s current policy, which is the first page (it says “Declarations” on it). 

*The Individual Prior Acts Retroactive Date Endorsement from the firm’s current policy. It lists each attorney and his/her retroactive date, which is how far back their coverage extends (it’s usually the same as the attorney’s date of hire, or for the founding attorney(s), the date the firm opened). If there’s a separate Prior Acts endorsement for the firm, please provide that as well.

You can either print, scan, and email these documents to us, or email us the entire policy, which will entail less effort. (After the Declarations page are the endorsements, most of which are common to every policy, and the “boilerplate” contract language that’s in all of the insurer’s legal malpractice policies).  


We’ll also need these documents to obtain quotes for you:

*A copy of the non-renewal notice that the current insurer sent to your firm.

*A loss run, which is a summary of the firm’s claims activity printed on the insurer’s letterhead. It lists all claims that the firm has reported to that insurer, the total dollars the insurer has paid to resolve each closed claim, and the amounts it has both paid to date and posted in reserve for each open claim.

You can obtain it by emailing either your insurer’s customer service department or the person who sent you the non-renewal notice; be sure to include your firm’s policy number.


Please email completed applications to Curt Cooper: ccooper “at” If you have any questions, send an email, or call 202-802-6415.

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