Connecticut Estate Planning Drafting Software
Connecticut is one of few states with both an estate tax and a gift tax. The estate tax exemption matches the federal exemption at $13.61 million for 2024. Estate planning in Connecticut requires careful consideration of both taxes and coordination with federal planning strategies.
Quick Facts
- State Estate Tax
- $13,610,000 exemption
- Small Estate Threshold
- $40,000
- Property System
- Common Law
Practice Snapshot for Connecticut Attorneys
Estate planning in Connecticut is shaped by common law property rules. These rules make titling and beneficiary designations core to many plans. The state estate tax exemption is $13,610,000. Small estate procedures are available for estates up to $40,000.
Local practitioners routinely navigate: State estate tax with $13.61 million exemption (2024), Gift tax on lifetime transfers, Common law property state, and Probate courts handle estate administration.
Common Connecticut filings and forms include: Connecticut Statutory Short Form Power of Attorney, Connecticut Living Will, and Connecticut Probate Court forms. Key Connecticut statutory touchpoints include: Connecticut Estate and Gift Tax, Connecticut Uniform Trust Code, and Probate Court jurisdiction rules.
Key Considerations for Connecticut Attorneys
- —State estate tax with $13.61 million exemption (2024)
- —Gift tax on lifetime transfers
- —Common law property state
- —Probate courts handle estate administration
Connecticut-Specific Documents
State-specific drafting language and formatting aligned with Connecticut statutes and local recording practices.
Core drafting set
- —Revocable living trust
- —Pour-over will
- —Durable power of attorney
- —Advance health care directive
- —HIPAA authorization
- —Deed templates aligned to local recording rules
- —Certification of trust
State forms and filings
- —Connecticut Statutory Short Form Power of Attorney
- —Connecticut Living Will
- —Connecticut Probate Court forms
Connecticut Estate Planning Laws
- —Connecticut Estate and Gift Tax
- —Connecticut Uniform Trust Code
- —Probate Court jurisdiction rules
What Statular Offers Connecticut Attorneys
Document Automation
Generate complete estate planning packages from a single interview—trusts, wills, POAs, and healthcare directives.
Client Questionnaires
Branded client portal with secure questionnaires that sync directly into your drafting interview.
80+ Document Types
Comprehensive library including trusts, wills, powers of attorney, deeds, and client materials.
Secure Cloud Storage
Enterprise-grade security with 256-bit encryption. All documents stored in your firm's secure vault.
Get Started
Join Connecticut attorneys using Statular for estate planning document automation.
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Core Documents
- Revocable Living Trust
- Pour-Over Will
- Durable Power of Attorney
- Advance Healthcare Directive
- HIPAA Authorization
- Grant Deed & Quitclaim Deed
- Certification of Trust
- Asset Schedules