Forms 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.

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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.

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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.

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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.

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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.

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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.

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IRS Form 1310

Claim a refund due a deceased taxpayer on the official form, on the box the form routes you to, with what the form says to attach.

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Letter of Instruction

Prepare the letter a bank or insurer requests during estate settlement, addressed to its claims department.

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Affidavit of Death

In Connecticut, a surviving joint owner records the “Affidavit of facts relating to title or interest in real estateConn. Gen. Stat. § 47-12aVerified Oct 26, 2026View source”.

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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 Much Can an Executor Charge?

Connecticut pays executors reasonable compensationCT Probate Court Rules of Procedure, Rule 39 (reasonable compensation; no statutory percentage)Verified Sep 8, 2026View source, typically 2.2%Estimated from the 16 state statutes that set an executor fee schedule (median and interquartile range at this estate value)Verified Sep 8, 2026View source to 3.8%Estimated from the 16 state statutes that set an executor fee schedule (median and interquartile range at this estate value)Verified Sep 8, 2026View source of the estate.

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Can I Self-File Probate?

In Connecticut, informal probate is not availableC.G.S. § 45a-286 (hearing required before proving or rejecting a will; no registrar/clerk appointment track)Verified Sep 8, 2026View source, so self-filing means a formal court petition rather than a registrar filing.

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How Do I Get Letters Testamentary?

In Connecticut, the Probate Court issues Letters Testamentary or Letters of Administration once the Connecticut Probate Court appoints the personal representative; 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.

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What Are the Creditor Claim Deadlines?

In Connecticut, the 5 monthsC.G.S. § 45a-356 (formerly § 45-230e) (150 days from appointment of the first fiduciary); § 45a-357(a)-(b) (optional notice, 90-day minimum); § 45a-375(c) (two years from death)Verified Sep 8, 2026View source period after the personal representative's appointment protects a representative who distributes after it; late claims can still reach undistributed assets.

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What Happens When an Estate Is Insolvent?

When an estate owes more than it holds, Connecticut pays the claims in 7C.G.S. § 45a-365Verified Sep 23, 2026View source classes in statutory order, beginning with funeral expenses.

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How Do I Claim a Deceased Person's Unclaimed Property?

In Connecticut, a deceased owner's unclaimed property is claimed from the Connecticut Office of the State Treasurer, Unclaimed Property DivisionConn. Gen. Stat. Title 3, Chapter 32 (Sec. 3-64a, 3-65a, 3-70a)Verified Aug 24, 2026View source. Only owners of the property or their legal heirs may file a claimClaims FAQ (CT Big List)Verified Aug 24, 2026View source.

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How Do I Open an Estate Account When Someone Dies?

Compare estate-account opening requirements bank by bank: channels, required documents, and steps.

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Hire a Connecticut Probate Attorney

Browse 112 probate firms in Connecticut with addresses, contact info, and practice details.

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Connecticut Estate Settlement Resources

In-depth guides covering Connecticut probate, estate administration, and settling an estate.