Connecticut Probate Form PC-3704

Acceptance Of Appointment And Agreement Of Conservator Of Estate (Rev. 7/20)

Everything you need to know about Connecticut Form PC-3704, including helpful tips, fast facts & deadlines, how to fill it out, where to submit it and other related CT probate forms.

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About Acceptance Of Appointment And Agreement Of Conservator Of Estate (Rev. 7/20)

There are all sorts of forms executors, beneficiaries, and probate court clerks have to fill out and correspond with during probate and estate settlement, including affidavits, letters, petitions, summons, orders, and notices.

Acceptance Of Appointment And Agreement Of Conservator Of Estate (Rev. 7/20) is a commonly used form within Connecticut. Here’s an overview of what the form is and means, including a breakdown of the situations when (or why) you may need to use it:

View Form PC-3704

CT Form PC-3704, which may also referred to as Acceptance Of Appointment And Agreement Of Conservator Of Estate (Rev. 7/20), is a probate form in Connecticut. It is used by executors, personal representatives, trustees, guardians & other related parties during the probate & estate settlement process.

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Atticus Fast Facts About Acceptance Of Appointment And Agreement Of Conservator Of Estate (Rev. 7/20)

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Acceptance Of Appointment And Agreement Of Conservator Of Estate (Rev. 7/20):

  • This form pertains to the State of Connecticut

  • The current version of this form was last revised on July 1, 2020

  • The official Connecticut source for this form is here.

Government forms are not typically updated often, though when they are, it often happens rather quietly. While Atticus works hard to keep this information about ’s Form PC-3704 - Acceptance Of Appointment And Agreement Of Conservator Of Estate (Rev. 7/20) up to date, certain details can change from time-to-time with little or no communication.

How to file Form PC-3704

Step 1 - Download the correct Connecticut form based on the name and ID if applicable

Double check that you have both the correct form name and the correct form ID. Some Connecticut probate forms can look remarkably similar, so it’s best to double, even triple-check that you’re using the right one! Keep in mind that not all States have a standardized Form ID system for their probate forms.

Step 2 - Complete the Document

Fill out all relevant fields in Form PC-3704, take a break, and then review. Probate and estate settlement processes in CT are long enough to begin with, and making a silly error can push your timeline even farther back. No thank you!

Note: If you don’t currently know all of the answers and are accessing Form PC-3704 online, be sure to avoid closing the browser tab and potentially losing all your progress (or use a platform like Atticus to help avoid making mistakes).

Step 3 - Have Form PC-3704 witnessed or notarized (if required)

Some States and situations require particular forms to be notarized. If you have been instructed to get the document notarized or see it in writing on the document, then make sure to hire a local notary. There are max notary fees in the United States that are defined and set by local law. Take a look at our full guide to notary fees to make sure you aren’t overpaying or getting ripped off.

Step 4 - Submit Acceptance Of Appointment And Agreement Of Conservator Of Estate (Rev. 7/20) to the relevant office

This is most often the local probate court where the decedent (person who passed away) is domiciled (permanently resides) or the institution involved with this particular form (e.g. a bank). Some offices allow you to submit forms online, other’s don’t, and we while we generally recommend going in-person to expedite the process, sometimes that simply isn’t an option.

It’s also a generally good idea to establish a positive working relationship with any probate clerk (unfortunately there’s enough people & process out there making things more difficult and unnecessarily confusing for them), so a best practice is to simply ask the probate clerk proactively exactly how and where they’d prefer you to submit all forms.

Need help getting in touch with a local probate court or identifying a domicile probate jurisdiction?

👉 Find and Contact your Local Probate Court

👉 What is a Domicile Jurisdiction?

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When Acceptance Of Appointment And Agreement Of Conservator Of Estate (Rev. 7/20) is due

Different probate forms or processes can require different deadlines or response times for completing the appropriate form.

While some steps in the process are bound to specific deadlines (like petitioning for probate, having to submit an inventory of assets, or filing applicable notices to creditors and beneficiaries), many probate forms or processes are not tied to a specific deadline since the scope of work can vary based on situational factors or requirements involved.

Either way, there are a bunch of practical reasons why personal representatives should work to complete each step as thoroughly and quickly as possible when completing probate in Connecticut.

5 reasons you should submit PC-3704 as quickly as possible:

  1. The sooner you begin, the faster Connecticut can allow heirs and beneficiaries to get their share of assets subject to probate. Acting promptly can also decrease the costs & overall mental fatigue through an otherwise burdensome process.

    Helpful Context: What’s the Difference Between Probate and Non-Probate Assets?

  2. In general, creditors of an estate usually have around 3-6 months from the time you file notice to creditors to file any claims for debt against the deceased’s assets. If they don’t, then that debt is forfeited (and more importantly, the executor won’t be held personally responsible). So doing this sooner means you have a better idea of who is owed what and ensures you won’t get a surprise collector months later.

  3. Not filing a will within 30 days (on average) could mean that the probate process proceeds according to intestate laws (laws that govern what happens to someone's stuff without a will) or is subject to unnecessary supervision by the probate court. And if you aren't directly related to the deceased (a.k.a. next of kin), this could also mean you lose your inheritance.

  4. It’s important to file any necessary state tax returns on behalf of the deceased or estate by the following tax season in Connecticut. If you don’t, you could owe penalties and interest. This also includes any necessary federal tax returns such as Forms 1040, 1041, or even a Form 706 estate tax return.

  5. If a house in the State of Connecticut is left empty (or abandoned) for a while, insurance can get dicey. For example, if the house burns down and no one has been there for a year, an insurance company may get out of paying your claim.

If you’re not using Atticus to get specific forms, deadlines, and timelines for Connecticut probate, then try and stay as organized as possible, pay close attention to the dates mentioned in any correspondence you have with the State’s government officials, call the local Connecticut probate clerk or court for exact answers regarding Form PC-3704, and when in doubt— consult a qualified trust & estates lawyer for that area.

How to Download, Open, and Edit Form PC-3704 Online

Acceptance Of Appointment And Agreement Of Conservator Of Estate (Rev. 7/20) is one of the many probate court forms available for download through Atticus.

It may also be available through some Connecticut probate court sites, such as . In order to access the latest version, be updated with any revisions, and get full instructions on how to complete each form, check out the Atticus Probate & Estate Settlement software or consider hiring a qualified legal expert locally within Connecticut.

While Atticus automatically provides the latest forms, be sure to choose the correct version of Form PC-3704 - Acceptance Of Appointment And Agreement Of Conservator Of Estate (Rev. 7/20) f using any other site or resource in order to avoid having to re-complete the form process and/or make another trip to the Connecticut probate court office.

Acceptance Of Appointment And Agreement Of Conservator Of Estate (Rev. 7/20) is a .pdf, so opening it should be as simple as clicking “View Form” from within the Atticus app or by clicking the appropriate link found on any Connecticut-provided government platform. Once you’ve opened the form, you should be able to directly edit the form before saving or printing.

View Form PC-3704

CT Form PC-3704, which may also referred to as Acceptance Of Appointment And Agreement Of Conservator Of Estate (Rev. 7/20), is a probate form in Connecticut. It is used by executors, personal representatives, trustees, guardians & other related parties during the probate & estate settlement process.

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Did you know?

  • Form PC-3704 - Acceptance Of Appointment And Agreement Of Conservator Of Estate (Rev. 7/20) is a probate form in Connecticut.

  • Connecticut has multiple types of probate and the necessary forms depend on the unique aspects of each estate, such as type and value of assets, whether there was a valid will, who is serving as the personal representative or executor, and even whether or not they also live in Connecticut.

  • During probate, all personal representatives and executives in are required to submit a detailed inventory of assets that must separate non-probate assets from probate assets.

  • Probate in Connecticut, especially without guidance, can take years to finish and cost upwards of $14,000.

Frequently Asked Questions about Acceptance Of Appointment And Agreement Of Conservator Of Estate (Rev. 7/20)

Probate is the government’s way of making sure that when a person dies, the right stuff goes to the right people (including the taxes the government wants).

All of that stuff is collectively known as someone’s “estate”, and it’s the job of the executor or personal representative to fill out all the forms and complete all the required steps to formally dissolve the estate. 

To get instant clarity on the entire probate process and get an idea of the steps, timeline, and best practices, read the Atticus Beginner’s Guide to Probate

The best place? Create an account in Atticus to start getting estate-specific advice. 

You may need a lawyer, you may not, and paying for one when you didn’t need it really hurts. Atticus makes sure you make  the best decisions (plus you can write it off as an executor expense).

We’ve also created a list of other probate services. Be sure to check it out!

An executor is named in someone’s will, and if the deceased didn’t have a will, then the spouse or other close family relative usually steps up to fulfill the role. If no one wants to do it, then a judge will appoint someone. 

The executor is responsible for the complete management of the probate process, including major responsibilities such as:

  • Creating an inventory of all probate assets.

  • Filling out all necessary forms

  • Paying off all estate debts and taxes

  • Submitting reports to the court and beneficiaries as requested

And much more. This process often stretches longer than a year. 

For an idea of what separates executors who succeed from those who make this way harder than it should be, visit our article, Executors of an Estate:
What they do & secrets to succeeding
.

The Exact Text on Form PC-3704

Here’s the text, verbatim, that is found on Connecticut Form PC-3704 - Acceptance Of Appointment And Agreement Of Conservator Of Estate (Rev. 7/20). You can use this to get an idea of the context of the form and what type of information is needed.

CONNECTICUT PROBATE COURTS Acceptance of Appointment and Agreement of Conservator of Estate PC-3704 REV. 7/20 Acceptance of Appointment and Agreement of Conservator of Estate PC-3704 Page 1 of 2 RECEIVED: Instructions: 1) A person to be appointed as a conservator of the estate may use this form to accept the appointment by the court and agree to carry out the duties of a conservator of the estate as listed below. This acceptance and agreement applies to both voluntary and involuntary conservatorships. 2)In addition to the list below, the proposed conservator should review (a) C.G.S. sections 45a-644 to 45a-667v; (b) the Probate Court Rules of Procedure, rule 33; and (c) the User Guide for Conservators. 3)If an individual fiduciary is not a Connecticut resident, a PC-482, Appointment of Probate Judge as Agent for Service by Non-Resident Fiduciary, must also be filed in court. 4)Type or print in ink. Use an additional sheet, or PC-180, if more space is needed. Probate Court Name District Number In the Matter of Hereinafter referred to as the person under conservatorship ACCEPTANCE OF TRUST By signing below, I accept the appointment as conservator of the estate of the person under conservatorship. I am not a Connecticut res ident and have submitted to the court a PC-482, Appointment of Probate Judge as Agent for Service by Non-Resident Fiduciary. AGREEMENT OF CONSERVATOR OF THE ESTATE As conservator of the estate, I acknowledge the following responsibilities and agree to: •Read and be guided by the Standards of Practice adopted by the Office of the Probate Court Administrator in carrying out my duties as conservator of the estate. I understand that the Standards of Practice are available online at ctprobate.gov or from the court. •Use the least restrictive means of intervention necessary to meet the needs of the person under conservatorship. •Hold the funds owned by the person under conservatorship in a separate fiduciary (conservator) account or accounts. I understand that the person’s funds may not be commingled with any other funds that the person does not own. •Submit an inventory of the assets of the person under conservatorship in court within two months of my appointment. •Submit a financial report or an account to the court for the first year from the date of the court decree appointing me as conservator or, with approval of the court, for the first year following the date I first received funds for the benefit of the estate of the person under conservatorship. •Submit a financial report or periodic account every three years thereafter, or more frequently as directed by the court. •Submit a final financial report or account when the conservatorship terminates or in the event that I resign or am re moved as fiduciary. •If it is anticipated that the person under conservatorship will become eligible for Title 19 in the next 12 months, pay, t o the maximum extent possible and allowed by the court, reasonable compensation for my services and other administration expenses, including probate fees, from the assets of the person under conservatorship. An estimate of final probate fees can be calculated online at www.ctprobate.gov or by calling the court. •Send a copy of each inventory, financial report or account, and affidavit of closing at the time of filing, to each party and attorney of record. •If a financial report or account is chosen for a random audit by the Office of the Probate Administrator, cooperate full y with the auditor. CONNECTICUT PROBATE COURTS Acceptance of Appointment and Agreement of Conservator of Estate PC-3704 REV. 7/20 Acceptance of Appointment and Agreement of Conservator of Estate PC-3704 Page 2 of 2 •Maintain complete records of my management of the estate, including but not limited to, all journals or ledgers, bank statements or passbooks, deposit slips, cancelled checks or check images and receipts for disbursements, as listed in the Probate Court Rules of Procedure, section 36.13. I understand that I must maintain these records until the court approves the financial report or account to which these records apply and the expiration of any applicable appeal period. •Complete the financial report or accounting or have a professional complete the report or accounting. I understand that reasonable fees associated with the preparation may be charged to the estate. •If the court has required a probate bond: oReport to the court the receipt of additional assets or income or capital gain from the sale of assets if the aggregate amount exceeds 10% of the probate bond or $50,000, whichever is greater. •If assets are held in a restricted account: oSubmit proof of deposit of funds into the restricted account within 10 days of receipt of assets. oSeek P robate Court approval for withdrawal requests in writing and show the exact amount to be withdrawn and an explanation of the proposed use of the funds. oSubmit verification, PC-412, Verification Re: Restricted Account, indicating that the restricted account remains in force, when filing any financial report or account. •Immediately determine whether the person under conservatorship owns or has access to firearms, ammunition or electronic d efense weapons and take immediate steps to secure them, unless the court has specifically assigned this obligation to another conservator. •Seek Probate Court approval prior to the sale or transfer of real property or making gifts or other transfers of funds or as sets belonging to the person under conservatorship, including transfers to trusts. •Notify t he court of any change of address of the person under conservatorship, my address or the address of other parties interested in the conservatorship. I will also immediately notify the court if the person under conservatorship dies. •If r equested by the court in connection with a statutory review, file a Conservator’s Report, PC-371, and obtain and file a Physician’s Evaluation/Conservatorship, PC-370, of the person under conservatorship. •Continue to educate myself regarding the role and responsibilities of a conservator of the estate. I understand that there is online training for conservators available at ctprobate.gov, in which I am encouraged to enroll. •I understand that I may be subject to a criminal background check pursuant to section 33.6 of the Probate Court Rules of Procedure. •I understand that failure to comply with these conditions may result in a court hearing to determine whether or not I may continue as conservator. The representations made in this agreement are made under penalty of false statement. Signature Signature Type or Print Name Type or Print Name Date Date Address Address Telephone Number Telephone Number Estate of

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