Connecticut Estate Planning Resources
In-depth guides covering Connecticut probate laws, trust requirements, and estate planning strategies.
In-depth guides covering Connecticut probate laws, trust requirements, and estate planning strategies.
Complete Connecticut's official PC-212 Affidavit in Lieu of Probate of Will/Administration for estates up to $40,000. C.G.S. § 45a-273.
Step 1 of 6
The Connecticut affidavit identifies the claiming successor and the basis of entitlement.
The decedent's state. Only states where this tool prepares the affidavit are listed; other states' pages explain their procedure.
The successor signing the affidavit.
FREE & PRIVATE: This form is free—no account or credit card required. Your document contents and generated PDF never leave your browser—SimplyTrust does not transmit or store them. Contact details you provide (name, email, phone, state) are transmitted only to send the updates you agree to receive at download. You are responsible for saving your completed document.
SELF-HELP SERVICE: SimplyTrust provides a self-help document preparation service. We are not a law firm and cannot provide legal advice, select forms for you, or tell you how to complete forms. Our role is limited to providing a platform where you input your own information into document templates.
NOT LEGAL ADVICE:This document was created entirely based on your selections. SimplyTrust does not review, analyze, or verify your entries, nor do we verify your identity, capacity, or authority to act. You are solely responsible for determining whether this document meets your needs and for completing all required execution formalities (signatures, witnesses, notarization, or recording) in accordance with your state's laws. For any legal questions, consult a licensed attorney in your state.
Yes — PC-212 Affidavit in Lieu of Probate of Will/Administration. This tool completes the official form with the estate, successor, and property details.
$40,000, per C.G.S. § 45a-273. This tool checks the entered estate value against the limit and does not prepare an affidavit for an estate over it.
30 days after the death (C.G.S. § 45a-273). The affidavit states that the waiting period has elapsed, so it cannot be signed earlier.
The decedent's surviving spouse; if there is no surviving spouse, any of the decedent's next of kin; if there is no next of kin or the spouse and next of kin refuse, any person whom the court deems to have a sufficient interest in the estate, including any person or entity to whom a claim, expense, or tax is due. C.G.S. § 45a-273(a)(1)-(3).
Filed in the Probate Court for the district where the decedent resided. The court sends a copy of the affidavit to the Department of Administrative Services and may not issue a decree until 30 days after that copy was sent; it may otherwise act without notice and hearing (§ 45a-273(c)). If no probate proceedings have been instituted, the court determines who is entitled to payment and distribution and issues a decree authorizing each holder or registrant of an asset to transfer it, pay from it, or transfer it to the affiant for sale, and may issue certificates or other documents to carry out the decree (§ 45a-273(d)).
The Connecticut affidavit is signed under penalty of perjury — notarization is not required by the statute, though holders commonly request it (C.G.S. § 45a-273(a); form PC-212 signature block).
A transfer or payment made pursuant to the decree discharges the registrant or holder from liability to any person to the extent of the amount transferred or paid (§ 45a-273(g)); the holder may condition transfer on waivers, an indemnity bond, and a receipt (§ 45a-273(h)). A recipient remains liable for the value received to the Commissioner of Revenue Services for estate/succession/transfer taxes and to any later-appointed executor or administrator (§ 45a-273(j)).
The procedure is available only if the decedent had no solely owned real property in Connecticut at death (survivorship real estate does not disqualify); it covers solely owned tangible and intangible personal property within the § 45a-273(a) ceiling. Estates with solely owned Connecticut real property require full probate/administration. C.G.S. § 45a-273(a).
Get a complete guide for your specific circumstances.

What an executor actually does: getting appointed, notifying creditors, paying debts and taxes, and where personal liability starts.
Learn more
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.
Learn more
What a surviving spouse needs to do: death certificates, survivor benefits, whether probate is even required, and the tax election that expires.
Learn more