Connecticut Conservatorship Petition Packet (Adult)

Connecticut Conservatorship Petition Packet (Adult)

Part 1 — Pre-Petition Checklist

Part 2 — Application/Petition for Appointment of Conservator (Involuntary)

(C.G.S. § 45a-648)

Caption

STATE OF CONNECTICUT · COURT OF PROBATE
DISTRICT OF [__________________]
PROBATE CASE NO. [__________________]

APPLICATION FOR INVOLUNTARY REPRESENTATION (PC-300)

The undersigned Petitioner respectfully represents:

1. Petitioner. [PETITIONER NAME], residing at [______________________________], whose relationship/interest is [_______________].

2. Respondent.

• Full legal name: [______________________________]
• Date of birth: [__/__/____]
• Address: [______________________________]
• Telephone: [_______________]
• Marital status: ☐ Single ☐ Married ☐ Civil union ☐ Divorced ☐ Widowed

3. Home State / Jurisdiction. Respondent is domiciled in / has resided in Connecticut continuously for not less than six months. Connecticut is Respondent's home state under C.G.S. § 45a-667p (UAGPPJA).

4. Relief Requested.

☐ Appointment of Conservator of the Person under C.G.S. § 45a-650
☐ Appointment of Conservator of the Estate under C.G.S. § 45a-650
☐ Appointment of both
☐ Limited conservatorship — specify duties: [______________________________]

5. Factual Basis — Incapacity / Inability to Care for Self.

For Conservator of the Person — Respondent is incapable of caring for self because: [____________________________________________________________].

For Conservator of the Estate — Respondent is incapable of managing his/her own affairs because: [____________________________________________________________].

6. Less Restrictive Alternatives (required findings — C.G.S. § 45a-644(g)). Petitioner has considered the following less restrictive alternatives and they are inadequate because:

7. Proposed Conservator.

• Name: [______________________________]
• Address: [______________________________]
• Relationship to Respondent: [_______________]
• Qualified / not disqualified under C.G.S. § 45a-650(h): ☐ Confirmed
• Willing to serve and post probate bond: ☐ Yes / amount $[__________]

8. Persons Entitled to Notice — C.G.S. § 45a-649.

The court directs service and notice under § 45a-649(a). Record the respondent and nonapplicant spouse separately from recipients of court-directed notice. The family category follows the statutory sequence: children; if none, parents; if none, siblings or their representatives; if none, next of kin. Add agency and institutional recipients only when the statutory condition applies; the court may direct notice to other interested persons.

9. Estate and Income (Conservator of the Estate).

10. Existing Instruments. ☐ None known. ☐ POA dated [__/__/____] to [_______________]. ☐ Advance Directive dated [__/__/____].

11. Temporary Conservator (C.G.S. § 45a-654(a)). ☐ Not requested. ☐ Requested — imminent risk because: [_______________].

12. Right-to-Attorney Notice. Respondent has been advised of the right to retain an attorney pursuant to C.G.S. § 45a-649a. ☐ Respondent has retained [_______________]. ☐ Respondent requests court-appointed counsel. ☐ Respondent has not yet been advised — Court is requested to advise and appoint.

WHEREFORE, Petitioner asks that the Court:

(a) Issue the citation and set the hearing generally not more than 30 days after the Probate Court receives the application, subject to § 45a-648(c) and a continuance for cause shown (C.G.S. § 45a-649(a)(1));
(b) Appoint counsel for Respondent pursuant to C.G.S. § 45a-649a if not retained;
(c) Order a physician's examination (or psychologist's evaluation where intellectual disability is at issue) not more than 45 days before hearing;
(d) After hearing, find Respondent incapable by clear and convincing evidence;
(e) Appoint the proposed Conservator with the powers and duties tailored to Respondent's actual needs;
(f) Require probate bond as appropriate;
(g) Grant such other and further relief as is just.

VERIFICATION

I, [PETITIONER], having read the foregoing Application, declare under penalty of false statement that the matters set forth are true and accurate to the best of my knowledge.

___________________________________
[PETITIONER] · Date: [__/__/____]

Attorney for Petitioner:
[ATTORNEY NAME], Juris No. [_______]
[FIRM] · [ADDRESS] · [PHONE] · [EMAIL]

Part 3 — Respondent Notice Preparation Checklist

(C.G.S. § 45a-649)

The Probate Court issues the citation. Use the court-issued notice for service; this checklist is not a substitute for that notice. Confirm the respondent's notice states the nature and consequences of the requested representation, the application facts, the hearing date, time and place, and the respondent's rights to attend and retain counsel. Section 45a-649(b) also requires the statutory “Possible Consequences of the Appointment of a Conservator for You” statement in boldface type of at least 12 points. A short rights summary does not satisfy that requirement.

Court-issued notice identifier: [__________________] Hearing: [__/__/____] at [__:__] [AM/PM] Location: [__________________]

Part 4 — Notice to Interested Parties

(C.G.S. § 45a-649)

The court directs personal service of its citation on the respondent and a spouse who is not the applicant, by a state marshal, constable, or indifferent person. The court directs notice to the other applicable recipients in § 45a-649(a)(3). Registered or certified mail or publication for a person otherwise entitled to personal service requires the circumstances and court direction in § 45a-649(a)(2)(B); it is not an interchangeable choice for the respondent. The citation must generally be served at least ten days before the hearing; applications under §§ 17a-543 or 17a-543a have a seven-day rule. Record the court's directions and actual service below.

Certificate of Service

___________________________________
Affiant · Date: [__/__/____]

Part 5 — Physician's / Psychologist's Report

(C.G.S. § 45a-650(c)(1) — examination not more than 45 days before hearing)

A. Physician's Report (or Psychologist's Report for Intellectual Disability)

I, [_______________], M.D./D.O./Ph.D./Psy.D., License No. [_______], examined Respondent on [__/__/____] (a date not more than 45 days before hearing).

Signature: ___________________________________ Date: [__/__/____]

This Report is confidential under C.G.S. § 45a-650(c)(3) and shall be disclosed only to Respondent's attorney and as ordered.

Part 6 — Appointment of Counsel for Respondent

(C.G.S. § 45a-649a)

The Probate Court, having reviewed the Application and confirmed that Respondent has not retained counsel, APPOINTS [ATTORNEY NAME], Juris No. [_______], a member of the Probate Court attorney panel, to represent Respondent in this proceeding. Counsel shall meet with Respondent, advise of all rights, and zealously represent Respondent's expressed wishes.

___________________________________
PROBATE JUDGE · Date: [__/__/____]

Part 7 — Less Restrictive Alternative Analysis

(C.G.S. § 45a-644(g); § 45a-650(g))

The Court must use the least restrictive means of intervention. Petitioner provides the following analysis:

Conclusion: A ☐ plenary ☐ limited conservatorship of the ☐ person ☐ estate is the least restrictive means available because: [____________________________________________________________].

Part 8 — Probate Bond

(C.G.S. § 45a-650(i); temporary appointment: § 45a-654(a))

The Court shall require bond from a conservator of the estate (and may require bond from a conservator of the person under specified circumstances).

Part 9 — Notice of Hearing

STATE OF CONNECTICUT · PROBATE COURT · DISTRICT OF [_______________] · NO. [_______________]

NOTICE is given that the Application for Appointment of Conservator filed in this matter will be heard on [__/__/____] at [__:__] [AM/PM] at [______________________________].

Dated: [__/__/____]

___________________________________
Probate Judge / Court Clerk

Part 10 — Decree Appointing Conservator and Letters

Decree

After hearing on [__/__/____], based on clear and convincing evidence, the Court FINDS:

1. Jurisdiction is proper (Connecticut is Respondent's home state).
2. Respondent has received notice as required by C.G.S. § 45a-649 and has been advised of and either is represented by counsel or has waived counsel pursuant to § 45a-649a.
3. The medical (or psychological) evidence required by C.G.S. § 45a-650(c) has been received [or waived for the specific reason: ____________].
4. Respondent is incapable of ☐ caring for self ☐ managing his/her affairs.
5. There are no less restrictive means available to assist Respondent.
6. The proposed conservator is qualified and not disqualified under C.G.S. § 45a-650(h).

IT IS DECREED:

• ☐ [CONSERVATOR NAME] is appointed ☐ Conservator of the Person ☐ Conservator of the Estate ☐ Both of [RESPONDENT].
• ☐ The conservator's duties are limited as follows: [______________________________].
• ☐ Rights/decisions retained by Respondent: [______________________________].
• ☐ Bond in the sum of $[__________] is required.
• ☐ Letters of Conservatorship shall issue upon qualification.
• ☐ Initial Inventory due within two (2) months under C.G.S. § 45a-655(a).
• ☐ Periodic accounting due under C.G.S. § 45a-655 (at least every three years, sooner if ordered).

___________________________________
PROBATE JUDGE · Date: [__/__/____]

Letters / Fiduciary's Probate Certificate (PC-450 / PC-451)

STATE OF CONNECTICUT · PROBATE COURT, DISTRICT OF [_______________]

These Letters certify that [CONSERVATOR NAME] has qualified and is authorized to act as ☐ Conservator of the Person ☐ Conservator of the Estate ☐ Both for [RESPONDENT], with the powers and duties set forth in the Decree dated [__/__/____].

Issued: [__/__/____]

___________________________________
Probate Court Clerk · Seal

Part 11 — Initial Inventory and Periodic Accounting

Inventory (Conservator of the Estate, C.G.S. § 45a-655) — due within 2 months

Periodic Accountings & Reports

• Conservator of the Estate Accounting — C.G.S. § 45a-655(c) — at least every three (3) years (more frequently if ordered). Itemize receipts, disbursements, and assets on hand.
• Conservator of the Person Report — must include residence, social and physical condition, and plan (C.G.S. § 45a-656).
• Notice of Limitation on Association — C.G.S. § 45a-656b: any restriction on Respondent's communications/visitation/association requires notice/court order.

Sources and References

• Connecticut General Statutes Chapter 802h, 2026 supplement (including amended § 45a-649): https://www.cga.ct.gov/2026/sup/chap_802h.htm
• C.G.S. § 45a-650 (Hearing): https://www.cga.ct.gov/current/pub/chap_802h.htm#sec_45a-650
• Connecticut Probate Court Forms (PC-300 series): https://www.ctprobate.gov/Pages/Probate-Court-Forms.aspx
• Connecticut Probate Court — User Guide on Conservatorship: https://www.ctprobate.gov/
• Public Act 07-116 (2007 Conservatorship Reform)

End of Connecticut Conservatorship Petition Packet (Adult).