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Loss of a Spouse
What a surviving spouse needs to do: death certificates, survivor benefits, whether probate is even required, and the tax election that expires.
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Death of a Parent
A step-by-step guide to what happens after a parent dies: the documents to find, the certificates to order, and whether probate is even required.
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Named as Executor
What an executor actually does: getting appointed, notifying creditors, paying debts and taxes, and where personal liability starts.
Learn moreForms for Settling an Estate in Connecticut
Free forms for settling an estate in Connecticut: the probate petition, small estate affidavit, notice to creditors, inventory, and closing forms.
IRS Form 56
Notify the IRS that you are the fiduciary of an estate, a trust or a person, or end a notice filed before, on the official form.
Digital Assets Recovery Letter
Prepare a letter requesting a deceased person's online accounts, points, and balances from the program that holds them.
Petition for Probate and Letters
In Connecticut, the petition asks the Connecticut Probate Court to appoint the personal representative, whose authority is proved by Letters Testamentary or Letters of Administration; every appointment goes through the courtC.G.S. § 45a-286 (hearing required before proving or rejecting a will; no registrar/clerk appointment track)Verified Sep 8, 2026View source.
Renunciation of Executor
In Connecticut, a person named as executor may decline to serveConn. Gen. Stat. § 45a-290(a); Probate Court form PC-200, REV. 07/23Verified Sep 22, 2026View source before anyone is appointed.
Affidavit of Heirship
In Connecticut, heirs put their identity on the land records with a recorded affidavit of facts affecting title that states who the heirs areC.G.S. § 47-12aVerified Sep 24, 2026View source; once recorded it is prima facie evidence of the facts stated.
Small Estate Affidavit
In Connecticut, the Small Estate Affidavit (Affidavit in Lieu of Probate of Will/Administration, PC-212)C.G.S. § 45a-273Verified Sep 8, 2026View source covers estates with personal property of $40,000C.G.S. § 45a-273Verified Sep 8, 2026View source or less, 30 daysC.G.S. § 45a-273Verified Sep 8, 2026View source after death, filed with the court.
Estate Inventory
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.
Estate Closing
In Connecticut, the personal representative is discharged by court orderC.G.S. §§ 45a-176, 45a-175(g); Probate Court Rules § 36.12Verified Sep 15, 2026View source, and a final accounting is required.
Tools for Settling an Estate in Connecticut
Free tools for settling an estate in Connecticut: whether probate is needed, executor and trustee pay, creditor deadlines, and inheritance taxes.
How Many Death Certificates Do I Need?
In Connecticut, certified death certificates come from the Connecticut Department of Public Health - State Vital Records OfficeConnecticut Department of Public Health - State Vital Records OfficeVerified Oct 15, 2026View source; the first copy costs $20Connecticut Department of Public Health - State Vital Records OfficeVerified Oct 15, 2026View source.
Do I Need Probate?
In Connecticut, estates with personal property of $40,000C.G.S. § 45a-273Verified Sep 8, 2026View source or less use the Small Estate Affidavit (Affidavit in Lieu of Probate of Will/Administration, PC-212)C.G.S. § 45a-273Verified Sep 8, 2026View source, 30 daysC.G.S. § 45a-273Verified Sep 8, 2026View source after death, a court filing short of full probate.
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.
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.
What Do I Do When Someone Dies?
After a death in Connecticut, the estate either qualifies for the simplified procedure for estates under $40,000C.G.S. § 45a-273Verified Sep 8, 2026View source or goes through probate, where creditors have 5 monthsC.G.S. § 45a-356 (formerly § 45-230e) — 150 days from appointment of the first fiduciary; this period exonerates the fiduciary for good-faith distributions and does not itself bar a claim. Claims are barred only by the optional 90-day-minimum notice under § 45a-357(a)-(b) or by the outer limit in § 45a-375(c) (two years from death, or the applicable statute of limitations, whichever occurs first).Verified Sep 8, 2026View source to file claims after notice.
How Much Are Estate & Inheritance Taxes?
Connecticut levies an estate taxConn. Gen. Stat. § 12-391Verified Sep 15, 2026View source above $15,000,000Conn. Gen. Stat. § 12-391Verified Sep 15, 2026View source (top rate 12%Conn. Gen. Stat. § 12-391Verified Sep 15, 2026View source) and no inheritance tax; the federal estate tax applies above $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source.
What Taxes Apply to My Inheritance?
In Connecticut, beneficiaries owe no inheritance tax and the estate pays any estate taxConn. Gen. Stat. § 12-391Verified Sep 15, 2026View source above $15,000,000Conn. Gen. Stat. § 12-391Verified Sep 15, 2026View source; probate assets arrive when the estate closes, 6 months to 12 months for a simple estate.
Hire a Connecticut Probate Attorney
Browse 112 probate firms in Connecticut with addresses, contact info, and practice details.
Connecticut Estate Settlement Resources
In-depth guides covering Connecticut probate, estate administration, and settling an estate.
