Connecticut Probate Forms
Common probate forms used during estate settlement in Connecticut. Each page explains what the form is for, where to download the official version, and how to file it.
Informational only — not legal advice. Always confirm the current form with your local probate court.
Acceptance of Appointment and Agreement of Guardian of Estate of MinorForm PC-571Verified PDFThis form allows a person appointed as guardian of a minor's estate to formally accept the appointment and agree to carry out the fiduciary duties required by the Connecticut Probate Court.Acknowledgment of Receipt of Specific BequestForm PC-287Verified PDFAllows a beneficiary to formally acknowledge that they have received the full amount of a specific bequest from an estate.Affidavit in Proof of Will and/or CodicilForm PC-210Verified PDFAllows a subscribing witness to swear under oath to the facts surrounding the making and execution of a will and/or codicil being offered for probate in Connecticut.Affidavit of Closing/Receipt and Release of Guardian of Estate of a MinorForm PC-580Verified PDFThis form allows a guardian of the estate of a minor to certify that all assets have been distributed to the minor upon reaching age 18 and obtain a receipt and release from the minor.Affidavit to Settle Full EstateForm PC-2107Verified PDFAllows a fiduciary to settle a full estate that qualifies as a small estate (no solely owned real property and personal property not exceeding $40,000) by substituting this affidavit for the inventory, return of claims, and final financial report or account.Appointment of Probate Judge as Agent for Service by Non-Resident FiduciaryForm PC-482Verified PDFAllows a non-resident or relocating fiduciary to appoint the Connecticut probate judge as their agent for service of process in actions related to their fiduciary role.Bond WaiverForm PC-280Verified PDFAllows heirs-at-law or beneficiaries of a decedent's estate to request that the probate court waive the requirement that the proposed fiduciary submit a probate bond for the protection of estate assets.Certificate of Devise, Descent or DistributionForm PC-250Verified PDFThis form certifies the court's record of how a decedent's real property is devised, distributed, set out, divided, or descends to specific persons or entities in specified shares.Confidential Information/ Petition/Affidavit in Lieu of Probate of Will/ AdministrationForm PC-212CIVerified PDFThis form allows a filer to confidentially provide the decedent's social security number to the Connecticut Probate Court in connection with a small estates proceeding under C.G.S. section 45a-273.Confidential Information/Petition for Change of Name (Adult)Form PC-901CIVerified PDFThis form collects the adult petitioner's confidential social security number in connection with a probate court proceeding for a change of name, filed separately from the public record.Confidential Information/Petition/Voluntary Representation by ConservatorForm PC-301CIVerified PDFThis form collects the petitioner's confidential social security number in connection with a voluntary conservatorship proceeding, filed separately from the PC-301 to keep it out of public court records.Cover Sheet/Administration Account/Decedent's EstateForm PC-241Verified PDFServes as a cover sheet for a fiduciary's administration account for a decedent's estate, summarizing the account and requesting court approval of the account and proposed distribution.DDS Professional or Assessment Team Report/Guardianship of Person with Intellectual Disability/ReviewForm PC-770AVerified PDFThis form allows a Department of Developmental Services professional or assessment team to submit a report to the Connecticut Probate Court in connection with a review of an existing guardianship appointment for a person with intellectual disability.Decedent's Estate Administration Account (Short Form)Form PC-242Verified PDFAllows a fiduciary to account for all assets, receipts, payments, and distributions of a decedent's estate in a simplified combined principal-and-income format.Financial Report Conservator/GuardianForm PC-442Verified PDFAllows a conservator or guardian to report assets, income, payments, distributions, and amounts on hand as a simplified alternative to filing a full account for a conservatorship or guardianship of a minor's estate or other qualifying estate.Financial Report TrustForm PC-443Verified PDFAllows a trustee to submit a periodic or final financial report of trust assets, income, expenses, and distributions to the Connecticut Probate Court in lieu of filing a formal account.Guardian's Report/Guardianship of Person With Intellectual DisabilityForm PC-771Verified PDFAllows a guardian of the person of an adult with intellectual disability to report annually (or as otherwise required) to the Connecticut Probate Court on the condition and welfare of the protected person.Initial Acceptance of Trust/Testamentary TrusteeForm PC-284Verified PDFThis form allows a person or corporation designated as trustee of a testamentary trust to formally accept the position of trustee and indicate any special provisions regarding periodic account filing requirements.Notice of Intent to Register Connecticut Conservatorship in Another StateForm PC-334Verified PDFThis form notifies the Connecticut Probate Court of a conservator's intent to register a Connecticut conservatorship appointment as a foreign judgment with a court in another state that has adopted the Uniform Adult Protective Proceedings Jurisdiction Act.Petition for Authority to Manage Finances of a Protected PersonForm PC-7007Verified PDFRequests the Probate Court to authorize a guardian to manage the finances of a protected person with intellectual disabilities whose assets do not exceed $10,000.Petition for Certificate Releasing LiensForm PC-205BVerified PDFRequests a release of the Connecticut estate tax lien and/or the probate fee lien for a decedent's estate from the Probate Court before filing the estate tax return or payment of the probate fee.Petition for Change of Name (Adult)Form PC-901Verified PDFThis form allows an adult (18 years of age or older) to petition a Connecticut Probate Court for a legal change of their name.Petition for Change of Name (Minor)Form PC-900Verified PDFThis form allows a parent or guardian acting as next friend to petition the Connecticut Probate Court to change the name of a minor child under age 18.Petition for Commitment of Mentally Ill ChildForm PC-800Verified PDFThis form is used to petition a Connecticut Probate Court for an order committing a mentally ill child to a hospital for mental illness.Petition for Involuntary Commitment of Person with Psychiatric DisabilitiesForm PC-801Verified PDFThis form is used to petition a Connecticut Probate Court for an order to involuntarily commit a person with psychiatric disabilities to a hospital for psychiatric disabilities.Petition to Sell or Mortgage Real PropertyForm PC-400Verified PDFAllows an executor, administrator, conservator, guardian, or trustee to petition the Connecticut Probate Court for permission to sell or mortgage real property held in an estate, conservatorship, guardianship, or trust.Petition/Access to Safe Deposit Box to Obtain Will/Cemetery DeedForm PC-203Verified PDFThis form allows a decedent's spouse, next of kin, or other interested person to petition the Connecticut Probate Court for an order to open the decedent's safe deposit box to retrieve an original will or cemetery deed.Petition/Action on a Probate BondForm PC-9010Verified PDFThis form allows a person with an interest in an estate to commence an action in Connecticut Probate Court against a surety of a probate bond to recover damages caused by a fiduciary's failure to properly perform their duties.Petition/Ancillary Probate of WillForm PC-201Verified PDFThis form petitions a Connecticut probate court to admit an ancillary probate of a will that was previously admitted in another state and to appoint an executor to administer Connecticut assets.Petition/Appointment of Coguardian of the Person of a Minor ChildForm PC-509Verified PDFAllows a sole parent, sole guardian, or the Commissioner of Children and Families to petition a Connecticut Probate Court to appoint one or more coguardians of the person of a minor child.Petition/Appointment of Guardian of Estate of a Minor/Compromise of ClaimForm PC-503AVerified PDFPetitions the Connecticut Probate Court to appoint a guardian of the estate of a minor to manage the minor's assets and authorizes the guardian to settle a disputed or doubtful claim in favor of the minor.Petition/Appointment of Permanent GuardianForm PC-505Verified PDFThis form is used to petition the Connecticut Probate Court for the appointment of a permanent guardian of the person of a minor child.Petition/Appointment of Temporary ConservatorForm PC-302Verified PDFThis form allows an adult petitioner to petition the Connecticut Probate Court for the emergency appointment of a temporary conservator of the estate and/or person for an incapacitated adult respondent facing immediate and irreparable harm.Petition/Appointment of Temporary GuardianForm PC-504Verified PDFThis form allows a parent or court-appointed guardian to petition the Connecticut Probate Court for the appointment of a temporary guardian of a minor child.Petition/Declaration of Insolvent EstateForm PC-204Verified PDFAllows a fiduciary of a decedent's estate to petition the Connecticut Probate Court for a declaration that the estate is insolvent when expenses and claims exceed the value of probate assets.Petition/Guardianship of Person with Intellectual DisabilityForm PC-700Verified PDFThis form allows an adult petitioner to request the Connecticut Probate Court appoint a limited or plenary guardian of the person for an adult with intellectual disability.Petition/Support AllowanceForm PC-202Verified PDFThis form allows a fiduciary, spouse, or dependent family member of a decedent to petition the Connecticut Probate Court to approve a support allowance during the settlement of the estate.Petition/Voluntary Representation by ConservatorForm PC-301Verified PDFThis form allows an adult person to petition the Connecticut Probate Court to appoint a voluntary conservator of the person or estate to manage their personal or financial affairs.Physician's Evaluation/ConservatorshipForm PC-370Verified PDFProvides a licensed Connecticut physician's medical evaluation of a patient's capacity to make financial and personal decisions for use in conservatorship appointment or review proceedings before the Probate Court.Probable Cause Hearing Request (Adult)Form PC-802Verified PDFThis form allows a person involuntarily confined to a hospital for psychiatric disabilities, or their representative, to request a probate court hearing to determine whether there is probable cause to continue their confinement.Psychologist's Evaluation/Conservatorship of Person with Intellectual DisabilityForm PC-372Verified PDFProvides a licensed psychologist's clinical evaluation of a patient's intellectual disability and decision-making capacity to support an involuntary conservatorship proceeding or review before the Connecticut Probate Court.Report of Court-Appointed AttorneyForm PC-170AVerified PDFAllows a court-appointed attorney to inform the Connecticut Probate Court of the attorney's client's position (no objection, objects, or no position expressed) with respect to a petition or motion filed with the court.Request for Order of DistributionForm PC-212AVerified PDFThis form allows a petitioner to request a court order distributing excess personal property of a decedent to heirs or beneficiaries in connection with an Affidavit in Lieu of Probate of Will/Administration.Request Re: Withdrawal of Funds From Restricted AccountForm PC-413AVerified PDFAllows a fiduciary to request court authorization to withdraw funds from a court-ordered restricted account.Request/Order Waiver of Fees (Other than Petitioner)Form PC-184AVerified PDFThis form allows a respondent, minor child, conserved person, or protected person to request a waiver of attorney's fees and other fees and expenses from the Connecticut Probate Court by demonstrating indigency.Return of Claims and List of Notified CreditorsForm PC-237Verified PDFAllows a fiduciary to list all claims presented against a decedent's estate and identify all creditors notified by certified or registered mail during the claims period.Verification Re: Restricted AccountForm PC-412Verified PDFThis form allows a fiduciary to obtain verification from a financial institution that a court-ordered restriction on estate accounts remains in force.Waiver of Right to Hearing Re: AccountForm PC-245Verified PDFAllows a party to waive notice and the right to request a hearing on a probate account, consenting to court approval without a hearing.
Probate in Connecticut
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