Forms for Settling an Estate in Connecticut

In Connecticut, the Small Estate Affidavit (Affidavit in Lieu of Probate of Will/Administration, PC-212) covers estates with personal property of $40,000 or less, 30 days after death, filed with the court.

All Planning ahead Settling an estate

10 forms for Connecticut

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EIN Application

Get the tax ID number (EIN) banks require to open an estate account or trust account after someone dies.

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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 court.

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Notice to Creditors

In Connecticut, the notice to creditors is published for 1 weeks in a local newspaper, and creditors have 5 months from the personal representative's appointment to present claims.

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Renunciation of Executor

In Connecticut, a person named as executor may decline to serve 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 are; once recorded it is prima facie evidence of the facts stated.

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Small Estate Affidavit

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Estate Inventory

In Connecticut, the personal representative files the estate inventory within 60 days of appointment.

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Estate Closing

In Connecticut, the personal representative is discharged by court order, and a final accounting is required.

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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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Digital Assets Recovery Letter

Prepare a letter requesting a deceased person's online accounts, points, and balances from the program that holds them.

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In Connecticut, estates with personal property of $40,000 or less use the Small Estate Affidavit (Affidavit in Lieu of Probate of Will/Administration, PC-212), 30 days after death, a court filing short of full probate. Real property cannot pass through the affidavit; an estate that includes real estate uses a separate process. An estate over the limit does not qualify, and no affidavit is prepared for it.

Yes. Connecticut publishes Petition/Administration or Probate of Will (PC-200), filed with the Connecticut Probate Court. E-filing is open to self-represented filers.

Within 60 days of the personal representative's appointment.

The personal representative closes the estate by filing a final financial report (Form PC-246) — a simplified account permitted in lieu of a full account under C.G.S. § 45a-176 and Probate Court Rule 37 — or, where a full account is required, a Decedent's Estate Administration Account (Forms PC-241/PC-242); the Probate Court, after notice and hearing (or on all interested parties' filed waivers of the hearing), allows the report or account by decree, orders distribution, and releases the fiduciary and any sureties from further liability.

No. Connecticut publishes no official form, so the declination is a signed writing.