Item: Czepiga Daly Pope & Perri LLC
Rating: 5
Author: J.G., Greensboro, GA

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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 reasonably 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.

So, in the case of an executor, he or she would file the final accountings of an estate and then the probate court will hold a hearing. If there are no objections, the court accepts and approves the final accounting and proposed distribution of assets to the beneficiaries. The executor is then responsible for distributing these remaining assets as directed.

Similarly, when a trustee is responsible for administering a trust, he or she is obligated to provide trust accounting, maintain proper accounting, and provide documentation, while also keeping trust beneficiaries reasonably informed about its administration.

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 Connecticut 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.

★★★★★

“I cannot find the words to thank all of you properly for your hard work and perseverance. It is a great relief to have gotten a just and proper ruling from the court. All of you have shown great professionalism and concern for the issues I brought before you.” J.G., Greensboro, GA

“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

“We loved working with your firm and really trust the advice. You have a well-deserved reputation and it was nice to check off a number of things that had been on our To-Do list. Although it's hard to make the time to take care of some of these matters, it is a great relief when you do so. I would definitely recommend your firm to anyone in need of the services that you provide.” L.M., Simsbury, CT

Everyone at the firm were consummate professionals. We felt completely comfortable with their guidance and were impressed by their compassion and commitment to us. R.H., Canton, CT

The attorney who served us was kind, thorough, and very responsive. He pointed out some issues in my mother's documents that could have been problematic down the road. After my mother passed, everything was as seamless as possible - a true gift at a time when life and death decisions were being made and emotions were overwhelming. J.B., Cromwell, CT

Great service, was on top of everything. I'm glad they were there to help us though a tough time. J.M., Farmington, CT

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