Connecticut Executor and Estate Kit: the $40,000 Small Estate Route, First Month Checklist and Estate Ledger

Who it is for

Whoever is settling the estate of someone who lived in Connecticut. Through a court office. Filed with the probate court for the district where the person lived, with a copy of the death certificate; the judge authorizes the transfers.

Not the right fit if

The person didn't live in or own property in Connecticut, or a will contest or family dispute means you need an estate attorney. Not a form preparation or legal service.

Why it is different

• Sources, checked November 2026: Connecticut Probate Courts form PC-212, Affidavit in Lieu of Probate of Will/Administration (rev. 07/23).
• 5 facts aren't stated on those pages, so the kit says so and links where to check.

What is inside

• Connecticut small estate route. Personal property in the person's name alone up to $40,000. Solely owned real estate in the state rules the procedure out; survivorship real estate doesn't, and survivorship assets over $40,000 don't count against the limit. Real estate in the person's name alone takes the estate out of this procedure. The official form doesn't call for a notary. Signed under penalty of false statement; the form has no notary block. Through a court office. Filed with the probate court for the district where the person lived, with a copy of the death certificate; the judge authorizes the transfers. PC-212, Affidavit in Lieu of Probate of Will/Administration. Filed with PC-212CI (confidential information) and, if assets remain after expenses and claims, PC-212A (request for order of distribution). Affidavit in lieu of probate of will or administration: The small estate procedure itself: a probate court process, not a document handed to a bank. The surviving spouse can be the petitioner; if there is none, a next of kin.
• Connecticut estate ledger (Excel). Assets, debts, payments and distributions; it compares the countable assets with $40,000 and flags real estate in the person's name alone, which rules the route out.
• First 30 days, tracker and letters. The first month in order, a documents and accounts tracker, and plain letters to a bank, a utility and Social Security.
• Still to confirm in Connecticut. waiting period after the death: check Connecticut Probate Courts form PC-212, Affidavit in Lieu of Probate of Will/Administration (rev. 07/23); witnesses the will needed, self-proving affidavit, if the will is handwritten, a witness who inherits: check Affidavit in Proof of Will and/or Codicil, form PC-210 (rev. 1/19), Connecticut Probate Courts.