Norwalk, CT asked in Estate Planning for Connecticut

Q: In CT, are all listed beneficiaries owed a copy of the final estate accounting by the fiduciary/executor?

When the law firm handling the estate provides the final distribution checks, do they also owe (are they required to send) a copy of the final estate accounting to all of the listed beneficiaries? Or is the final accounting only due to the executor, and to the probate court? If the final accounting is not owed to the listed beneficiaries, is the only way to see it to petition the court?

Not looking to cause trouble, but would like to simply review the accounting. Not sure if it's a right afforded to all listed beneficiaries.

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1 Lawyer Answer
Nicole M. Camporeale
Nicole M. Camporeale
Answered
  • Estate Planning Lawyer
  • Orange, CT
  • Licensed in Connecticut

A: Yes, the Executor (or attorney representing the executor) is required to provide notice to all beneficiaries of an estate with regard to the final accounting. This is a Probate Court form that the Executor completes which shows all of the money that came into the estate and all of the expeneses that the estate incurred during Probate. It also shows the distributions to beneficiaries that have been made and/or will be made based on the balance that remains after expenses are paid.

This notice is sent when the Executor files the form I am referencing with the Probate Court. If for any reason they did not provide notice (a copy of the document) to all beneficiaries and you have reason to believe this form as been filed with the Court, give the Court a call and notify them that you have not received a copy of the accounting that was filed. The Court will take appropriate action at that time.

Matthew A. Wiley agrees with this answer

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