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Resources

Helpful Information for Connecticut Families and Property Owners

This resource center provides educational information about estate planning, probate and trust administration, residential real estate, and elder law. The goal is to help individuals and families better understand common legal topics, prepare important documents, and know what questions to ask before scheduling a consultation.
 

Whether you are planning for the future, handling the affairs of a loved one, buying or selling a home, or exploring long-term care planning options, these resources can serve as a practical starting point.

Estate Planning Resources

The Essential Estate Planning Documents

A basic estate plan often includes a will, durable power of attorney, advance healthcare directive, and, in some cases, a revocable living trust. Having these documents in place can help ensure that your wishes are known and that trusted individuals can act on your behalf if needed.

When Should You Update Your Estate Plan?

Consider reviewing your estate plan after major life events such as:

  •  Marriage or divorce

  • Birth or adoption of a child

  • Purchase or sale of significant property

  • Retirement

  • Changes in health

  • Death of a spouse, beneficiary, or fiduciary​

Estate Planning Preparation Checklist

Before a consultation, gather:

  • A list of assets and debts

  • Real estate information

  • Existing wills or trusts

  • Beneficiary designations

  • Names of proposed executors, trustees, and agents

  • Questions about your goals for family members or charitable giving

Probate & Trust Administration Resources

What Is Probate?

Probate is the legal process used to administer a deceased person’s estate, pay valid debts and taxes, and distribute remaining assets to the appropriate beneficiaries or heirs.

Common Responsibilities of an Executor

An executor or administrator may need to:

  • Locate the original will

  • Identify and protect estate assets

  • Notify beneficiaries and interested parties

  • Pay approved expenses and debts

  • Maintain estate records

  • Distribute assets according to the will or applicable law

Documents Often Needed for an Initial Probate Meeting

  • Death certificate

  • Original will and codicils

  • Trust documents (if any)

  • List of known assets

  • Mortgage, bank, and investment statements

  • Contact information for family members and beneficiaries

Residential Real Estate Resources

Steps in a Residential Real Estate Closing

A typical residential transaction may include:

  1. Contract review

  2. Inspection and contingency period

  3. Title examination

  4. Mortgage and lender coordination

  5. Preparation of closing documents

  6. Final walkthrough

  7. Closing and recording

What Buyers Should Bring to Closing

  • Government-issued identification

  • Proof of homeowner’s insurance

  • Certified funds or wire confirmation (if required)

  • Any lender-requested documents

  • Names of proposed executors, trustees, and agents

  • Questions about your goals for family members or charitable giving

What Sellers Should Prepare

  • Property disclosures

  • Mortgage payoff information

  • Keys, garage openers, and access devices

  • Utility account information for transfer

Elder Law Resources

Planning Ahead for Long-Term Care

Early planning may provide more options and reduce stress for family members. Important topics often include healthcare decision-making, financial management, housing considerations, and coordination with trusted family members or advisors.

Important Conversations to Have with Family

Consider discussing:​

  • Who should make healthcare decisions if you cannot

  • Who should manage financial matters

  • Where important documents are stored

  • Long-term care preferences

  • Emergency contact information

Later-Life Planning Checklist

  • Review powers of attorney

  • Review healthcare directives

  • Organize financial and insurance records

  • Update beneficiary designations

  • Create a list of medications, physicians, and emergency contacts

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