Initial Acceptance Of Trust/testamentary Trustee (Rev. 10/18)

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.

Initial Acceptance Of Trust/testamentary Trustee (Rev. 10/18) 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:

Atticus Fast Facts About Initial Acceptance Of Trust/testamentary Trustee (Rev. 10/18)

Sometimes it’s tough to find a quick summary— here’s the important details you should know about Initial Acceptance Of Trust/testamentary Trustee (Rev. 10/18):

• This form pertains to the State of Connecticut

• The current version of this form was last revised on October 1, 2018

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 Connecticut’s Form PC-284 - Initial Acceptance Of Trust/testamentary Trustee (Rev. 10/18) up to date, certain details can change from time-to-time with little or no communication.

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-284, 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-284 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-284 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 Initial Acceptance Of Trust/testamentary Trustee (Rev. 10/18) 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.

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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-284 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-284, and when in doubt— consult a qualified trust & estates lawyer for that area.

Initial Acceptance Of Trust/testamentary Trustee (Rev. 10/18) 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-284 - Initial Acceptance Of Trust/testamentary Trustee (Rev. 10/18) 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.

Initial Acceptance Of Trust/testamentary Trustee (Rev. 10/18) 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.

Here’s the text, verbatim, that is found on Connecticut Form PC-284 - Initial Acceptance Of Trust/testamentary Trustee (Rev. 10/18). You can use this to get an idea of the context of the form and what type of information is needed.

CONNECTICUT PROBATE COURTS Initial Acceptance of Trust/ Testamentary Trustee PC-284 REV. 10/18 RECEIVED: Instructions: 1) A person, individually or on behalf of a corporation who has been named as a trustee of a testamentary trust, may use this form to accept the position of trust. The designated trustee may also use this form to indicate whether the will excuses the trustee from filing periodic accounts or makes special provisions with regard to filing requirements. 2)If an individual trustee is not a Connecticut resident, form PC-482, Appointment of Judge or Probate as Agent for Service by Non-resident Fiduciary, must be filed in court. 3)If the trustee will be represented by a n attorney, the attorney must file an Appearance of Attorney, PC- 183, in accordance with Probate Court Rules, Rule 5. 4)Type or print the form in ink. Use Sec ond Sheet, PC-180, or an additional sheet if more space is needed. Probate Court Name District Number Estate of ,deceased Date of Death Identification of Trust The trust created under article of will (List paragraph or section number)______________ For b enefit of _________________________________________________________________________________ Beneficiaries and Remaindermen: List name, address and type of interest, i.e, beneficiary or remainderman. Provide date of birth if the beneficiary is a minor or if the trust terminates when the beneficiary attains a certain age. If adjudicated incapable, also prov ide name and address of fiduciary. See Probate Court Rules of Procedure, rule 32 for more information. 1) 2) 3) 4) Trust ees: List name, addresses, and phone number of each trustee under the will. 1) 2) 3) 4) Initial Acceptance of Trust/Testamentary Trustee PC-284 Page 1 of 2 CONNECTICUT PROBATE COURTS Initial Acceptance of Trust/ Testamentary Trustee PC-284 REV. 10/18 Having been designated as trustee of the above trust created under the will of the deceased, I accept the position of trust. The will excuses the trustee(s) from filing periodic accounts or contains a special provision with respect to filing requirements under paragraph ____________. Such provision does not excuse the requirement of a final account, except as provided by section 32.7 of the Probate Court Rules of Procedure. Probate Court Name District Number Estate of ,deceased Date of Death Si gnature of Trustee Si gnature of Trustee Type or print name Type or print name Date Date Signature of Trustee Signature of Trustee Type or print name Type or print name Date Date Initial Acceptance of Trust/Testamentary Trustee PC-284 Page 2 of 2