Petition for Appointment of Conservator

IMPORTANT: THIS IS A PREPARATION GUIDE — NOT THE OFFICIAL COURT FORM

Connecticut requires the use of official Probate Court forms for guardianship and conservatorship
petitions: PC-300 (Involuntary Appointment of Conservator), PC-301 (Voluntary Conservator),
or PC-503 (Appointment of Guardian of Estate of Minor), among others.
This template provides the substantive legal content to help you prepare — but you must
transfer your content to the official form before filing. The official forms are available at
https://www.ctprobate.gov/forms-list. Do not file this document directly with the court.

DISCLAIMER (Read Before Use)
1. This template is provided for general informational purposes only and does not constitute legal advice.
2. Conservatorship matters are highly fact-specific and subject to Connecticut Probate Court rules and Connecticut General Statutes Title 45a.
3. Prior to filing, the drafting attorney must tailor all bracketed items, verify all statutory citations, and ensure procedural compliance with the particular Probate Court having jurisdiction.
4. Use of this template does not create an attorney-client relationship with the template provider. Consult qualified Connecticut counsel for case-specific guidance.

PETITION FOR APPOINTMENT OF CONSERVATOR

Connecticut Probate Court

Table of Contents

1. Document Header
2. Definitions
3. Operative Provisions
4. Representations & Warranties
5. Covenants & Restrictions
6. Default & Remedies
7. Risk Allocation
8. Dispute Resolution
9. General Provisions
10. Execution Block

1. DOCUMENT HEADER

1.1 Title
Petition for Appointment of [Limited / Plenary] Conservator of the [Person / Estate / Person and Estate] of [Respondent's Full Legal Name], pursuant to Conn. Gen. Stat. §§ 45a-644 through 45a-662.

1.2 Parties
a. "Petitioner" – [Full Legal Name], [relationship to Respondent], residing at [Address].
b. "Respondent" – [Full Legal Name], date of birth [MM/DD/YYYY], residing/principally located at [Address].
c. "Interested Parties" – See Schedule A.

1.3 Recitals
A. Respondent is a resident of [COUNTY], Connecticut and is subject to the jurisdiction of the Connecticut Probate Court, District of [DISTRICT NAME] ("Court").
B. Petitioner seeks the appointment of a conservator under Connecticut law based on [incapacity / inability to manage affairs / other statutory ground], asserting that conservatorship is in the Respondent's best interest and represents the least-restrictive means of protection.
C. The Court has exclusive jurisdiction under Conn. Gen. Stat. § 45a-98(a).
D. Petitioner is willing and qualified to serve and is prepared to post bond as required under Conn. Gen. Stat. § 45a-139.

1.4 Effective Date
This Petition shall be deemed filed on the date accepted for docketing by the Court ("Effective Date").

2. DEFINITIONS

For purposes of this Petition, capitalized terms have the meanings set forth below.

"Bond" – A probate bond issued in favor of the State of Connecticut conditioned on faithful performance of fiduciary duties, in the penal sum ordered by the Court.

"Conservator" – The individual(s) appointed by the Court with authority defined in the Decree and Conn. Gen. Stat. §§ 45a-644 through 45a-662.

"Conservator of the Person" – A conservator appointed to make decisions regarding the respondent's personal care, medical treatment, and residential placement.

"Conservator of the Estate" – A conservator appointed to manage the respondent's financial affairs, assets, and property.

"Least-Restrictive Means" – A level of intervention that protects Respondent's welfare while preserving maximum autonomy, as required by Conn. Gen. Stat. § 45a-650(h).

"Probate Rules" – The Connecticut Probate Court Rules of Procedure, as amended.

"Respondent" – The person for whom conservatorship is sought.

[Add or delete definitions as necessary.]

3. OPERATIVE PROVISIONS

3.1 Relief Requested
Petitioner respectfully requests that the Court:
a. Adjudicate the need for conservatorship under applicable statutes;
b. Appoint [Petitioner / Nominee] as [Limited / Plenary] Conservator of the [Person / Estate / Person and Estate] of Respondent;
c. Establish the Conservator's powers and limitations as specified in Schedule B;
d. Fix Bond in the amount of $[AMOUNT], with surety [waived / required];
e. Issue such further orders as justice may require.

3.2 Grounds for Conservatorship
A detailed statement of facts, medical evidence, and functional assessments supporting the statutory criteria is attached as Schedule C.

3.3 Jurisdiction & Venue
This Court is the proper venue under Conn. Gen. Stat. § 45a-99 because Respondent:
(1) resides in the District; or
(2) owns property in the District; or
(3) is present in the District and an emergency exists.

3.4 Notice & Service
Petitioner shall serve notice on all Interested Parties listed in Schedule A in compliance with Conn. Gen. Stat. § 45a-649 and Probate Rule [SPECIFY].

3.5 Bond & Inventory
Within ten (10) days after issuance of the Decree, Conservator shall:
a. File Bond in the penal sum ordered; and
b. File an inventory of Respondent's assets if estate powers are granted.

3.6 Reporting Requirements
Conservator shall:
a. File an initial care plan within sixty (60) days (Conn. Gen. Stat. § 45a-656(a));
b. File annual reports of the person and/or estate on form PC-[SPECIFY]; and
c. Submit to court-ordered accountings or reviews at any time.

3.7 Duration
Conservatorship shall continue until:
a. The Court modifies or terminates the Decree,
b. The Respondent's capacity is restored, or
c. Statutory termination occurs.

4. REPRESENTATIONS & WARRANTIES

Petitioner represents and warrants to the Court and all Interested Parties that:
4.1 Capacity – Petitioner is at least eighteen (18) years old and not otherwise disqualified from acting as fiduciary.
4.2 No Conflicts – Petitioner has no interests adverse to Respondent other than as disclosed in Schedule D.
4.3 Competence – Petitioner possesses the financial management skills and personal commitment necessary to discharge fiduciary duties.
4.4 Accuracy – All statements and documents submitted with this Petition are true and complete to the best of Petitioner's knowledge, information, and belief.

5. COVENANTS & RESTRICTIONS

5.1 Fiduciary Duties – Conservator shall exercise duties of loyalty, care, and impartiality as codified in Conn. Gen. Stat. §§ 45a-644 through 45a-662 and common law.
5.2 Court Supervision – Conservator shall comply with all future Court orders and Probate Rules.
5.3 Limitations on Authority – Conservator shall not:
a. Place Respondent in an institution without specific Court approval;
b. Consent to experimental medical procedures absent Court order;
c. Sell or encumber real property except as authorized under Conn. Gen. Stat. § 45a-655.

6. DEFAULT & REMEDIES

6.1 Events of Default
a. Failure to file required reports;
b. Misapplication or mismanagement of assets;
c. Failure to maintain Bond;
d. Violation of Court orders.

6.2 Notice & Cure
The Court shall issue a citation to appear and show cause; Conservator shall have fifteen (15) days to cure where permitted by statute.

6.3 Remedies
a. Suspension or removal of Conservator (Conn. Gen. Stat. § 45a-242);
b. Surcharge and restitution;
c. Contempt sanctions;
d. Any other equitable relief deemed just.

6.4 Attorneys' Fees & Costs
The Court may tax costs and reasonable attorneys' fees against the Conservator personally upon a finding of misconduct.

7. RISK ALLOCATION

7.1 Indemnification
Conservator shall be liable personally for willful misconduct, gross negligence, or breach of fiduciary duty. To the extent permitted by law, Conservator may seek indemnification from the estate for reasonable expenses incurred in good-faith administration.

7.2 Bond Requirement
Conservator shall maintain Bond continuously; lapse constitutes an Event of Default. Any recovery on the Bond shall inure to the benefit of Respondent's estate.

7.3 Insurance
[Optional] Conservator shall procure and maintain fiduciary liability insurance with minimum limits of $[AMOUNT].

7.4 Force Majeure
Conservator shall not be liable for nonperformance caused by events beyond reasonable control, provided Conservator promptly seeks Court guidance.

8. DISPUTE RESOLUTION

8.1 Governing Law
This matter is governed by Connecticut law, including but not limited to Conn. Gen. Stat. Title 45a and the Probate Rules.

8.2 Forum Selection
Exclusive jurisdiction and venue lie in the Connecticut Probate Court, District of [DISTRICT NAME].

8.3 Arbitration
Not applicable; conservatorship matters are non-arbitrable under Conn. Gen. Stat. § 52-408.

8.4 Jury Waiver
Not applicable; jury trials are not available in Probate Court.

8.5 Injunctive & Protective Relief
Nothing herein limits the Court's inherent authority to issue protective orders for Respondent's welfare.

9. GENERAL PROVISIONS

9.1 Amendments
Any amendment to the conservatorship Decree must be sought by separate petition in compliance with Conn. Gen. Stat. § 45a-660.

9.2 Severability
If any provision is adjudged invalid, remaining provisions shall remain in full force to the extent consistent with law and equity.

9.3 Successors
Any successor Conservator appointed by the Court shall succeed to all powers and duties herein, subject to updated Bond.

9.4 Entire Petition
This document, together with all schedules and exhibits, constitutes the complete petition before the Court.

9.5 Electronic Signatures & Remote Notarization
Permitted if compliant with Conn. Gen. Stat. § 1-[SPECIFY] and current Probate Court directives.

10. EXECUTION BLOCK

IN WITNESS WHEREOF, Petitioner executes this Petition under oath on the date stated below.

State of Connecticut
County of ____________ )

Subscribed and sworn before me on ____________, 20__, by ______________________, who is personally known to me or has produced satisfactory identification.

_________________________________
Notary Public / Commissioner of the Superior Court
My Commission Expires: ____________

Schedule A – Interested Parties

[LIST PARENTS, SPOUSE, NEXT OF KIN, DEPARTMENT OF DEVELOPMENTAL SERVICES (if applicable), ETC.]

Schedule B – Requested Powers & Limitations

[CHECK-BOX OR NARRATIVE SETTING OUT SPECIFIC POWERS UNDER Conn. Gen. Stat. §§ 45a-644 through 45a-662.]

Schedule C – Statement of Facts & Supporting Evidence

[DETAILED AFFIDAVIT, MEDICAL REPORTS, EDUCATIONAL RECORDS, ETC.]

Schedule D – Potential Conflicts of Interest

[DISCLOSURE OF ANY BUSINESS, PERSONAL, OR FINANCIAL RELATIONSHIPS.]