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Objections to, and the defense of, probate accountings

Accountings are a way to keep interested persons in an estate informed about the activity of an estate. The fiduciary (executor or trustee) must keep each presumptive beneficiary informed of the status of the estate settlement. Until a beneficiary's share is fully distributed, the fiduciary shall periodically account to each beneficiary by supplying a statement of the activities of the estate and of the fiduciary, specifying all receipts and disbursements and identifying all property belonging to the estate.

A fiduciary’s failure to file the required accountings is a breach of Connecticut’s state statutes and of fiduciary duty. Consequently, a beneficiary could file a petition with the Probate court in a formal proceeding for the removal of the fiduciary or other relief. The petition will be heard by the court in a formal proceeding after notice to interested persons. A beneficiary can also question an accounting or a part of the accounting by filing a petition in a formal proceeding objecting to all or a part of the accounting which they have received. After notice to interested persons, the court will decide any questions raised about the accounting.

Client Reviews
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“All dealings have been excellent. Very professional organization. Great explanations of our options related to preparing a will. Clear, concise, great guidance and not trying to "sell us" on something we do not need. Administrative folks were super. All of our related paperwork was clearly tagged with what we needed to provide/sign/read /etc. Made things easy. Nice work.” L.G., Berlin, CT
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