Losing a Loved One Is Hard Enough.
We Handle the Legal Burden.
When a loved one passes, the legal to-do list can feel paralyzing. We take that burden off your shoulders—from filing court petitions and paying debts to distributing assets to heirs—ensuring the estate is closed efficiently and correctly.
What to Expect
Whether you need to navigate the Connecticut Probate Courts to settle a Will or need guidance administering a private Trust, we manage the entire process. Our role is to handle the legal complexity so you can focus on what matters most—your family and your healing.
The fears that keep families up at night—addressed.
You're not alone. These are the concerns we hear most often.
"I don't even know where to start."
"What if creditors come after the estate?"
"Will I have to go to court?"
"There's property in another state. Now what?"
"What if family members disagree?"
"What if I make a mistake and become liable?"
Two Paths Forward
Probate vs. Trust Administration
The right path depends on how the estate was structured. We handle both.
Probate Administration
Court-Supervised Process
When someone passes with a Will (or no Will at all), the estate typically goes through Connecticut Probate Court. We guide executors through every step.
- Filing the Will with probate court
- Petitioning for appointment as executor
- Inventorying assets and notifying creditors
- Paying debts and taxes
- Filing accountings with the court
- Distributing assets to beneficiaries
Trust Administration
Private Settlement
When assets were held in a trust, they typically pass outside of probate. We guide successor trustees through their duties—privately and efficiently.
- Successor trustee guidance and coaching
- Beneficiary notifications
- Asset retitling and transfers
- Debt and expense payment
- Trust accountings
- Final distributions to beneficiaries
What We Handle
Comprehensive Estate Settlement Services
From simple estates to complex multi-state matters, we have you covered.
Probate Administration
Full representation for executors navigating Connecticut's probate court system.
- Court filings and petitions
- Estate inventories
- Creditor claims management
- Final accountings
Trust Administration
Private trust settlement guidance for successor trustees—no court required.
- Trustee duty guidance
- Beneficiary notices
- Asset transfers
- Trust accountings
Small Estate Affidavits
Simplified procedures for qualifying smaller estates under $40,000.
- Qualification analysis
- Affidavit preparation
- Asset collection letters
- Distribution guidance
Ancillary Probate
Connecticut property owned by out-of-state decedents requires separate CT proceedings.
- Out-of-state coordination
- CT ancillary filings
- Real property transfers
- Multi-jurisdiction estates
Fiduciary Guidance
Coaching and support for executors and trustees navigating their legal duties.
- Fiduciary duty training
- Liability protection
- Decision-making guidance
- Conflict resolution
Heir & Beneficiary Support
Helping beneficiaries understand their rights and navigate the process.
- Rights explanation
- Timeline expectations
- Distribution questions
- Dispute assistance
How It Works
Your Path to Closing the Estate
A clear, step-by-step process to settle your loved one's affairs.
Consultation
We review the situation, identify the correct path (probate or trust), and create a roadmap.
Document Gathering
We help collect the Will, trust, deeds, account statements, debts, and other key documents.
Administration
We handle court filings, creditor notices, asset management, and all legal requirements.
Distribution & Closing
Final accounting, asset distribution to heirs, and formal estate closure.
Common Questions
Frequently Asked Questions
Let Us Carry the Legal Burden
You focus on your family.
We'll handle the paperwork.
Schedule a consultation to discuss your situation and learn how we can help you navigate the estate settlement process with confidence.
Schedule Your Consultation →Or call directly: (860) 560-8382