What Is an Estate Examiner in Connecticut Probate Court?

By: Philip C. Pires

When a loved one passes away, it’s not always clear what probate assets they owned at the time of their death. In Connecticut, General Statutes § 45a-317a allows any person with an interest in a decedent’s estate to petition the Probate Court to appoint an Estate Examiner. This individual is tasked with evaluating whether the estate qualifies as a small estate (less than $40,000 in assets) or investigating whether there is a potential cause of action in favor of the estate.

The Probate Court may appoint an estate examiner if it determines that doing so is in the best interests of the estate or the decedent’s heirs. The examiner’s role is strictly limited to gathering information—they do not have authority to control or distribute assets. Their function is investigative only.

How to Request Appointment of an Estate Examiner

To request the appointment of an estate examiner, the petitioner must complete and submit Connecticut Probate Court Form PC-207. The petition must include:

• A copy of the decedent’s death certificate
• A list of the decedent’s known heirs
• A description of the specific financial or medical information needed to determine whether to open a full estate through the Probate Court system

The court will evaluate the petition and decide whether the appointment is appropriate based on the facts presented.

When Might You Need an Estate Examiner?

Here are some common situations where appointing an estate examiner may be appropriate:

• Evaluating a Possible Legal Claim on Behalf of the Estate: For example, if the decedent may have had a personal injury or wrongful death claim, or if the decedent loaned money to someone but there is uncertainty about documentation or repayment, an estate examiner can help gather the necessary facts.
• Uncertainty About the Size of the Estate: If you are unsure whether the decedent’s probate assets are less than $40,000, an estate examiner can help determine whether the estate qualifies for small estate procedures.
• Suspected Undue Influence or Missing Will: If no will has been submitted to probate or you suspect the decedent may have been unduly influenced to gift or transfer assets before death, an estate examiner can investigate the circumstances surrounding these transfers.

Our Experienced Connecticut Probate Court Attorneys Can Assist You

If you are dealing with a passing of a loved one and are uncertain about whether you need to open a full estate, the estate examiner process may help you answer questions and obtain clarity.  If you need assistance with an estate examiner petition, you can contact our Connecticut probate litigation attorneys here.

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