Forms for Planning and Settling an Estate in Connecticut

Free Connecticut forms for planning an estate or settling one: a will, trust, powers of attorney, TOD deed, and the probate forms an executor files.

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Revocable Living Trust

Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.

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Pour-Over Will

In Connecticut, a pour-over will is signed before 2Conn. Gen. Stat. § 45a-251Verified Oct 18, 2026View source witnesses and moves anything left outside the trust into it through probate.

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All Connecticut forms

Tools for Planning and Settling an Estate in Connecticut

Free calculators and checklists for planning or settling an estate in Connecticut: will and trust costs, probate, executor pay, and inheritance taxes.

How Do I Settle a Trust?

Settling a trust in Connecticut happens outside court: the trustee acts under the state's Uniform Trust CodeConn. Gen. Stat. § 45a-499a et seq. (Connecticut UTC, P.A. 19-137, eff. Jan 1, 2020)Verified Oct 17, 2026View source, notifies the beneficiaries within 60 daysC.G.S. § 45a-499kkk (notice); § 45a-499i (notice methods); § 45a-499rrr (limitation of action against trustee); § 45a-499qq (revocable trust contest); P.A. 19-137Verified Sep 15, 2026View source, then pays the debts and distributes under the trust's terms.

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What's Fair Trustee Compensation?

In Connecticut, trustee compensation follows "reasonable compensation" (UTC § 708 or equivalent)Conn. Gen. Stat. § 45a-499yyVerified Sep 18, 2026View source unless the trust instrument sets a different amount.

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How Do I Settle an Estate?

Settling an estate in Connecticut: the personal representative files the estate inventory within 60 daysC.G.S. § 45a-341 (extendable to 4 months for cause, § 45a-341(b)(2)); Probate Court Rules §§ 30.12, 30.14; Form PC-2407Verified Sep 15, 2026View source of appointment; creditors have 5 monthsC.G.S. §§ 45a-354, 45a-356, 45a-357, 45a-358, 45a-363, 45a-365, 45a-375Verified Oct 18, 2026View source to present claims; a simple estate closes in 6 months to 12 months.

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Do I Have to File Tax Returns for Someone Who Died?

Connecticut requires a final state income tax return for the decedent alongside the federal Form 1040Conn. Gen. Stat. § 12-700Verified Sep 20, 2026View source; a federal estate tax return (Form 706) is required only for estates above $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source.

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How Does Step-Up in Basis Work?

Inherited assets in Connecticut take a basis reset to fair market value on the date of death26 USC § 1014Verified Sep 15, 2026View source, and the gain on a later sale faces ordinary income tax at the state's regular ratesConn. Gen. Stat. § 12-700(a)(10) (2024+ graduated rate schedule); § 12-700(a)(10)(E) (flat 6.99% on trusts and estates); § 12-701(a)(20) (subtractions); § 12-700a (AMT coupled to federal AMT)Verified Sep 15, 2026View source.

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