Financial Regulation

Legal expen​​se organization

The state registers companies and individuals (“legal expense organizations”) who provide or offer a legal expense plan. A legal expense plan provides legal services or reimbursement for charges incurred for legal service, in consideration of a specified payment.

Laws/rules governing legal expense organization


  • Certificate of Registration:  WordPDF
  • Change of Registered Office or Registered Age​nt:  Word | PDF
  • Designation of Registered Office or Registered Agent:  Word | PDF
  • Financial Statement:  Word | PDF  
  • Legal Expense Insurance List of Sales & Marketing Representatives:  Word | PDF  
  • Qualifying Bond for Legal Expense:  Word | PDF
  • Renewal of Certificate of Registration for Legal Expense Organization Application:  Word | PDF 


Linda Rothenberger