Connecticut Conservatorship Forms: PC-300, PC-370, PC-3400, and Every Form You Need to File

Filing for conservatorship in Connecticut involves a specific sequence of probate court forms — each with its own timing requirement, and several that must be filed simultaneously. Missing a form or filing it out of sequence delays the hearing, and a physician evaluation filed outside its validity window means starting over with a new medical exam.

Here's every form in the process, in the order you'll need them.

Filing the Petition

Form PC-300 (Petition for Involuntary Appointment of Conservator) — this is the core petition that initiates the conservatorship. It names the respondent (the person who needs a conservator), the proposed conservator, and the basis for the petition. Filed with the probate court in the district where the respondent lives.

Form PC-300CI (Confidential Information) — filed with PC-300. This supplemental form contains sensitive medical and financial information about the respondent that's shielded from public view.

Filing fee: $250. If the respondent is indigent, file Form PC-184 (Application for Waiver of Fees) at the same time. The fee waiver covers the filing cost and may also waive the cost of the court-appointed attorney.

For voluntary conservatorship (when the parent recognizes their own decline and requests court oversight), use Form PC-301 and Form PC-301CI instead. The parent files this themselves — no adjudication of incapacity is required.

For emergency situations, Form PC-302 (Temporary Conservator) and Form PC-302CI can get a temporary appointment within 72 hours if the court finds that delay would cause irreparable harm. Temporary conservatorship lasts 30 days, renewable once for another 30 days.

The Physician Evaluation

Form PC-370 (Physician's Evaluation/Conservatorship) — this is the medical evidence the court relies on. A licensed physician must examine the respondent and complete this form within 45 days of the hearing date.

The 45-day window is the most common timing trap. If the hearing is rescheduled — which happens frequently in high-volume districts like Hartford, New Haven, and Bridgeport — the original evaluation may fall outside the window, and the petitioner needs to arrange a new examination.

The evaluation must include:

• The specific diagnosis underlying the claimed incapacity
• A description of how the condition affects the respondent's ability to make informed decisions
• A professional opinion on whether the respondent can manage their personal care and financial affairs
• Whether limited conservatorship (restricted to specific areas) rather than full conservatorship would be appropriate

Post-Hearing Forms

Once the probate judge issues the decree:

Form PC-371 (Acceptance of Fiduciary Appointment) — the appointed conservator signs this to formally accept the role and its obligations.

Probate bond — the court typically requires the Conservator of the Estate to post a bond protecting the conserved person's assets. The bond amount is based on the value of the estate, and the premium is paid from the estate's funds.

Form PC-3400 (Inventory/Conservatorships) — due within 60 days of appointment. This is the comprehensive asset inventory that lists every piece of property, every bank account, every investment, and every item of personal property owned by the conserved person, valued as of the appointment date.

The inventory requirement is strict. If you discover assets after filing the initial PC-3400, ask the Probate Court how to report them; do not omit assets from the inventory.

Ongoing Court Filings

Financial accountings — the Conservator of the Estate must file detailed financial accountings with the probate court documenting all income, disbursements, and fees. Connecticut requires these at minimum every three years, though some district judges require annual filings.

Form PC-303 (Petition to Change Residence/Sell Property) — required before the conservator can sell the primary residence, terminate a lease, or dispose of household furnishings. The court must authorize these actions in writing.

PC-170A (Report of Court-Appointed Attorney) — filed by the respondent's court-appointed attorney before the hearing, not by the petitioner. But the petitioner should be aware of it: this report contains the attorney's independent assessment and the respondent's expressed wishes, which can influence the judge's decision.

Where to Get the Forms

All Connecticut probate court forms are available at https://www.ctprobate.gov/forms-list. The forms are PDF fillable — you can complete them electronically and print for filing, or pick up paper copies at your local probate court.

The Connecticut Power of Attorney & Guardianship Kit walks through each form in the sequence, including the timing requirements, the evidence standard for PC-370, and the financial inventory categories for PC-3400 — alongside the voluntary planning documents (POA, Health Care Representative) that can prevent the need for this process entirely.

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