Connecticut Probate Form PC-284

Initial Acceptance of Trust/Testamentary Trustee

This page is for educational purposes only and is not legal advice. Forms and requirements change frequently — verify the current version with your local probate court or an attorney.

Last updated: June 1, 2026
First page of Initial Acceptance of Trust/Testamentary Trustee

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About Initial Acceptance of Trust/Testamentary Trustee

This 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.

When you'd use it: Filed when a named trustee of a testamentary trust created under a decedent's will formally accepts their appointment as trustee in a Connecticut Probate Court.

Where to get the official form

The official version of Initial Acceptance of Trust/Testamentary Trustee is published as a PDF by the Connecticut courts. We checked this link and it resolved to a form on an official court or government website — always download the current version directly from the source rather than a third-party copy:

Verified official PDF

Download Initial Acceptance of Trust/Testamentary Trustee (PDF) →

Source: ctprobate.gov

Link last checked: May 30, 2026

How to file Initial Acceptance of Trust/Testamentary Trustee in Connecticut

  1. Step 1 — Confirm you have the correct formUse Initial Acceptance of Trust/Testamentary Trustee (PC-284) when filed when a named trustee of a testamentary trust created under a decedent's will formally accepts their appointment as trustee in a Connecticut Probate Court. Double-check it's the right form for your situation — Connecticut probate forms are revised periodically, so verify the name and number against your court's current form list before you start.
  2. Step 2 — Complete every required fieldFill out Initial Acceptance of Trust/Testamentary Trustee carefully and review it for errors before filing. Probate cases can already take months — a small mistake on the form can set your timeline back further.
  3. Step 3 — Get it notarized or witnessed if requiredSome probate forms must be signed in front of a notary or witnesses. Check the instructions on the form itself, and arrange notarization before you file if it's required.
  4. Step 4 — File it with the correct courtSubmit Initial Acceptance of Trust/Testamentary Trustee to the probate court or county clerk handling the estate — usually in the Connecticut county where the deceased lived. Ask the clerk how they prefer to receive filings (in person, by mail, or e-filing).

Working through the Initial Acceptance of Trust/Testamentary Trustee? SwiftProbate builds a personalized, step-by-step checklist for settling the estate — so you know which forms to file, in what order, and by when.

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Probate in Connecticut

See the full Connecticut probate guide for filing deadlines, small-estate options, timelines, costs, and county courthouse details.

Read the Connecticut probate guide →

Frequently Asked Questions

What is Initial Acceptance of Trust/Testamentary Trustee (PC-284)?
This 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. You'd typically use it when filed when a named trustee of a testamentary trust created under a decedent's will formally accepts their appointment as trustee in a Connecticut Probate Court.
Where do I file Initial Acceptance of Trust/Testamentary Trustee in Connecticut?
Probate forms are filed with the probate court or county clerk in the Connecticut county where the deceased person lived. Our Connecticut probate guide can help you find the right courthouse, filing fees, and local requirements.
Do I need a lawyer to complete Initial Acceptance of Trust/Testamentary Trustee?
Many people complete probate forms themselves, especially for smaller or uncontested estates. Complex estates may benefit from professional advice. SwiftProbate is an informational tool that helps you understand and organize the process — it is not a law firm and does not provide legal advice.
Is Initial Acceptance of Trust/Testamentary Trustee available online?
Most Connecticut probate forms are published as PDFs by the state courts or the county clerk. You can find the official source linked above.

Other Connecticut Probate Forms

Verification Re: Restricted AccountPC-412Acceptance of Appointment and Agreement of Guardian of Estate of MinorPC-571Acknowledgment of Receipt of Specific BequestPC-287Petition/Appointment of Permanent GuardianPC-505

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Disclaimer: This page is for informational purposes only and does not constitute legal advice. Probate forms and requirements vary by state, county, and individual circumstances, and change over time. Always verify the current form and instructions with your local probate court, and consult a qualified attorney for advice specific to your situation. SwiftProbate is not a law firm and does not provide legal representation.