Product Description

Recent updates:

• Update: October 2025

  Dear Subscriber:

  Thank you for updating your library with the third edition of A Practical Guide to Probate in Connecticut. This latest product brings updated resources within your immediate reach—for fast, accurate, and practical solutions.

  Highlights from the third edition include:

  • the 2025 enactment of the One Big Beautiful Bill Act, P.L. 119-21, which reset the estate tax exemption to $15 million as of January 1, 2026 (indexed for inflation);

  • the importance of checking real estate holdings to determine whether title is held jointly with rights of survivorship or as tenants-in-common;

  • the consequences of submitting a contract for the sale of real estate for the approval of the Probate Court;

  • updated information on the forms available from the Probate Court's website;

  • a recent Superior Court decision finding the omission of a wife from her husband's will to be unintentional and awarding a one-half interest under the laws of intestacy;

  • the applicability of the guardianship-related definitions set forth in Conn. Gen. Stat. § 45a-644;

  • a recent Superior Court decision finding that a removed trustee lacked standing to appeal the removal;

  • alternatives available to a creditor for obtaining a hearing on a denied claim against the estate;

  • the implications of submitting a claim to a temporary fiduciary; and

  • updated guidance on state estate tax filing from the Connecticut Department of Revenue Services.

  We trust you will find this latest version of A Practical Guide to Probate in Connecticut an invaluable resource for your busy practice.

  Cordially,

  MCLE Press

Table of Contents

Chapter 01 expand

Preprobate Considerations

Buy Chapter

Michael T. Clear, Wiggin & Dana, LLP
Leonard Leader, Esq., Wiggin & Dana, LLP
Erin D. Nicholls, Esq., Wiggin & Dana LLP

Exhibit 1A

- Petition/Access to Safe Deposit Box to Obtain Will/Cemetery Deed (Form PC-203) Buy Form

Exhibit 1B

- Affidavit in Lieu of Probate of Will/Administration (Form PC-212) Buy Form

Exhibit 1C

- Affidavit for Filing Will Not Submitted for Probate (Form PC-211) Buy Form

Exhibit 1D

- Petition/Estate Examiner for Limited Purpose (Form PC-207) Buy Form

Exhibit 1E

- Model Application for Temporary Administration Buy Form

Chapter 02 expand

Probating the Will

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Charles E. Coates, III, Esq., Whitman Breed Abbott & Morgan LLP

Exhibit 2A

- Request for Order of Distribution (Form PC-212A) Buy Form

Exhibit 2B

- Petition/Administration or Probate of Will (Form PC-200) Buy Form

Exhibit 2C

- Certification/Mailing of Document by Party (Form PC-151) Buy Form

Exhibit 2D

- Beneficiaries Named in Will in Custody of Court That Has Not Been Submitted for Probate (Form PC-285) Buy Form

Exhibit 2E

- Appointment of Probate Judge as Agent for Service by Nonresident Fiduciary (Form PC-482) Buy Form

Exhibit 2F

- Sample Affidavit Regarding Reciprocity Buy Form

Exhibit 2G

- Probate Bond (Form PC-480) Buy Form

Exhibit 2H

- General Waiver (Form PC-181) Buy Form

Exhibit 2I

- Self-Proving Affidavit Buy Form

Exhibit 2J

- Affidavit in Proof of Will and/or Codicil (Form PC-210) Buy Form

Chapter 03 expand

Probate of the Intestate Estate

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James J. Flaherty, Jr., Esq., Chipman Mazzucco Emerson
Marion B. Manzo, Esq., Gager, Bower & Scalzo LLP

Exhibit 3A

- Special Appearance of Servicemember (Form PC-188) Buy Form

Exhibit 3B

- Petition to Sell or Mortgage Real Property (Form PC-400) Buy Form

Chapter 04 expand

Inventory

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John Paul Callahan, Reid and Riege, PC
Gina M. Geary, Esq., Reid and Riege, PC

Exhibit 4A

- Inventory Form (Form PC-440) Buy Form

Exhibit 4B

- Inventory Form for Decedent’s Estates (Form PC-2407) Buy Form

Chapter 05 expand

Removal, Resignation, and Death of Fiduciaries

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Christopher S. Drew, Esq., Drew, Mersereau & Cohen, P.C.

Exhibit 5A

- Sample Petition for Removal of Trustee Buy Form

Exhibit 5B

- Sample Affidavit of Request for Removal of Trustee and Waiver of Accounting Buy Form

Exhibit 5C

- Sample Declination of Service as Executor Buy Form

Chapter 06 expand

Postmortem Planning

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Alfred R. Casella, Esq., Murtha Cullina LLP

Exhibit 6A

- Bibliography Buy Form

Chapter 07 expand

Guardians and Conservators

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Tatiana F. DaSilva, Cohen and Wolf, PC
Greta E. Solomon, Esq., Cohen and Wolf, PC

Exhibit 7A

- Standby Guardian Form Buy Form

Exhibit 7B

- Petition/Removal of Guardian (Form PC-500) Buy Form

Exhibit 7C

- Petition/Appointment of Temporary Guardian (Form PC-504) Buy Form

Exhibit 7D

- Petition/Guardianship of Person with Intellectual Disability (Form PC-700) Buy Form

Exhibit 7E

- Petition/Voluntary Representation by Conservator (Form PC-301) Buy Form

Exhibit 7F

- Petition/Involuntary Appointment of Conservator (Form PC-300) Buy Form

Exhibit 7G

- Physician’s Evaluation/Conservatorship (Form PC-370) Buy Form

Exhibit 7H

- Petition/Appointment of Temporary Conservator (Form PC-302) Buy Form

Exhibit 7I

- Petition/Provisional Order of Transfer of Conservatorship to Other State (Form PC-304) Buy Form

Exhibit 7J

- Petition/Provisional Order Accepting Transfer of Conservatorship from Other State (Form PC-305) Buy Form

Chapter 08 expand

Debts of the Decedent

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Heather J. Lange, Esq., Brody Wilkinson PC.

Exhibit 8A

- Notice to Creditors (Form PC-234) Buy Form

Exhibit 8B

- Return of Claims and List of Notified Creditors (Form PC-237) Buy Form

Exhibit 8C

- Petition/Declaration of Insolvent Estate (Form PC-204) Buy Form

Chapter 09 expand

Testate and Intestate Distributions

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Brianna L. Marquis, Esq., Cummings & Lockwood

Exhibit 9A

- Per Stirpes Versus Per Capita Chart Buy Form

Exhibit 9B

- Degrees of Kindred Chart Buy Form

Chapter 10 expand

Real Estate Transfers and Sales

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Ingi-Mai Loorand, Esq., Reid and Riege, PC

Exhibit 10A

- Connecticut Standard of Title 13.1 Buy Form

Exhibit 10B

- Application for Certificate Discharging Property Subject to Estate Tax Lien Buy Form

Exhibit 10C

- Petition for Certificate Releasing Liens (Form PC-205B) Buy Form

Exhibit 10D

- Application for Certificate Releasing Connecticut Estate Tax Lien Buy Form

Exhibit 10E

- Long Form Executor’s Deed Buy Form

Exhibit 10F

- Long Form Administrator’s Deed (Survivorship) Buy Form

Exhibit 10G

- Certificate of Devise, Descent, or Distribution (Form PC-250) Buy Form

Exhibit 10H

- Connecticut Standard of Title 13.3 Buy Form

Exhibit 10I

- Connecticut Standard of Title 13.2 Buy Form

Chapter 11 expand

Accounts

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Kelley Galica Peck, Esq., Cummings & Lockwood

Exhibit 11A

- Waiver of Right to Hearing re: Account (Form PC-245) Buy Form

Exhibit 11B

- Decedent’s Estate Administration Account (Short Form) (Form PC-242) Buy Form

Exhibit 11C

- Financial Report: Decedent’s Estate (Form PC-246) Buy Form

Exhibit 11D

- Fiduciary’s Periodic or Final Account (Form PC-441) Buy Form

Exhibit 11E

- Sample Form of Receipt, Release, Waiver, and Indemnification Agreement Buy Form

Chapter 12 expand

Attorney Fees and Executor Fees for Estate Administration

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David R. Hermenze, Esq., Brody Wilkinson PC.

Exhibit 12A

- Sample Engagement Letter Buy Form

Exhibit 12B

- Sample Letter to an Executor Buy Form

Chapter 13 expand

Probate Court Fees

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Gina M. Geary, Esq., Reid and Riege, PC
Katherine E. Mulry, Esq., Reid and Riege, PC

Exhibit 13A

- Request/Order Waiver of Fees (Petitioner) (Form PC-184) Buy Form

Exhibit 13B

- Request/Order Waiver of Fees (Other than Petitioner) (Form PC-184A) Buy Form

Exhibit 13C

- Petition/Extension of Time to Pay Probate Fees (Form PC-401) Buy Form

Chapter 14 expand

Chronology of Estate Administration

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George L. Smith, Esq., Whitman Breed Abbott & Morgan LLC

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