Adult Guardianship Periodic Reporting Requirements in Connecticut
At a glance
| Covered guardian and report types | Person conservator: annual condition report; estate conservator: inventory and periodic account; court review brings separate report (§§ 45a-656(c), 45a-655(a), 45a-177(a), 45a-660(c)). |
|---|---|
| First plan, inventory or account | Estate conservator files fair-market-value inventory within 2 months after appointment, under penalty of false statement (§ 45a-655(a)). |
| Repeat interval and due date | Person report at least annually; estate account at least once per 3 years unless court requires more, with annual accounts on interested-party request (§§ 45a-656(c), 45a-177(a), 45a-655(c)). |
| Condition and care-plan content | Annual person report states condition, independence efforts and whether appointment remains least restrictive; review report addresses condition (§§ 45a-656(c), 45a-660(c)). |
| Property and accounting content | Inventory values present property interests, including joint holdings; estate account rendered for court allowance, with annual accounting when required (§§ 45a-655(a), (c), 45a-177(a)). |
| Oath and required attachments | Inventory and periodic estate account signed under penalty of false statement; § 45a-656(c) states person-report content (§§ 45a-655(a), 45a-177(a)). |
| Who receives or may inspect the report | Court directs notice of account hearings; conserved person and attorney get review-report copies; living person and attorney receive first-class notice of final-account hearing (§§ 45a-175(g), 45a-660(b)-(c)). |
| Court review and late filing | Court reviews within 1 year, then at least every 3 years; conservator review report due within 45 days of request. Court may order annual estate accounts and hearing (§§ 45a-660(c), 45a-655(c)). |
| Final or change-triggered report | Conservator files final account on termination; court audits it. Final-account allowance requires hearing and court-directed notice (§§ 45a-660(b), 45a-179(a)). |
Requirements one by one
Opening inventory and ordinary clocks
Connecticut calls its adult fiduciaries conservators of the person, estate, or both. The estate conservator files an inventory within two months of appointment under § 45a-655(a), valued at fair market value as of that date. It includes the adult's present interests in jointly held property.
The person conservator's § 45a-656(c) report is due at least annually. Estate accounts under § 45a-177(a) are due at least once during each three-year period unless the court requires more frequent filing. Section 45a-655(c) permits the court to require annual accounts and makes them mandatory upon an interested party's request.
Content and signature
The § 45a-656(c) person report describes the conserved person's condition, efforts to encourage independence, and whether the appointment remains the least restrictive intervention for current needs. The § 45a-655(a) inventory is filed under penalty of false statement; § 45a-177(a) applies the same signature standard to periodic accounts. The account is submitted for Probate Court allowance.
Review, copies and final account
Under § 45a-660(c), the Probate Court reviews the conservatorship within the first year and at least every three years thereafter. Its request for review reports gives the conservator and physician 45 days to submit written reports; the statute permits a psychologist's report in the specified intellectual-disability case. The court sends the received reports to the conserved person and attorney. Under § 45a-175(g) and § 45a-178, the court directs account-hearing notice.
Upon termination under § 45a-660(b), the conservator files a final account for court audit. Section 45a-179(a) requires a hearing with court-directed notice, and the account is signed under penalty of false statement. If the conserved person lives, § 45a-660(b) gives the person and attorney first-class mailed notice of the final-account hearing.
What trips people up
Section 45a-177(b) exempts an estate below $2,000 from the periodic-account requirement unless the court orders one; a $10,000 threshold applies to the statute's specified corporate or bonded fiduciaries. That exception and the court's power to require annual accounts under § 45a-655(c) make the order and estate size relevant to the filing calendar.
The annual person report under § 45a-656(c) and the conservatorship-review report under § 45a-660(c) are different filings. The review report is triggered by a court request, with its own 45-day clock.
Common questions
Does the estate conservator always file an account every year? Section 45a-177(a) sets a three-year maximum interval for periodic accounts, while § 45a-655(c) authorizes annual accounts and requires them when an interested party requests them.
Who sets notice of an account hearing? Under § 45a-178, the Probate Court directs what notice, if any, accompanies an interim account and hearing. Section 45a-179(a) requires court-directed notice for a final-account hearing.
Statutes and sources
- Conn. Gen. Stat. § 45a-655: “within two months after the date of the conservator's appointment, make and file in the Probate Court, an inventory, under penalty of false statement”. Official text, accessed 2026-10-03.
- Conn. Gen. Stat. § 45a-656: “The conservator shall report at least annually to the Probate Court that appointed the conservator regarding the condition of the conserved person”. Official text, accessed 2026-10-03.
- Conn. Gen. Stat. § 45a-177: “shall render periodic accounts of their trusts signed under penalty of false statement to the Probate Court having jurisdiction for allowance, at least once during each three-year period”. Official text, accessed 2026-10-03.
- Conn. Gen. Stat. § 45a-178: “The Court of Probate shall direct what notice, if any, shall be given to the parties in interest of the filing of any account described in section 45a-177”. Official text, accessed 2026-10-03.
- Conn. Gen. Stat. § 45a-179: “the court shall appoint a time and place for a hearing on the account and shall cause notice of the hearing to be given as it directs.” Official text, accessed 2026-10-03.
- Conn. Gen. Stat. § 45a-660: “The court shall review each conservatorship not later than one year after the conservatorship was ordered, and not less than every three years after such initial one-year review.” Official text, accessed 2026-10-03.
Source links
Every statute quoted above, linked, with the date we checked it.
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