🔵 How to Set Up a Trust in Connecticut (2025 Guide)

Connecticut residents are choosing living trusts more than ever — to avoid the delays and costs of probate, ensure privacy, and protect their family’s legacy.

This simple guide walks you through exactly how to create a legally valid trust in Connecticut — even without a lawyer.

🔍 What Is a Trust?

A trust is a legal document where one person (the grantor) places assets into the care of a trustee for the benefit of beneficiaries.

The most common in Connecticut is the Revocable Living Trust, which:

• Avoids the CT probate process

• Keeps your finances and wishes private

• Lets you stay in control while you’re alive

• Automatically transfers your assets when you pass

• Provides protection in case of incapacity

📍 How to Create a Trust in Connecticut

1. Choose Your Trust Type

Start with a Revocable Living Trust, which is:

• 100% legal in Connecticut

• Flexible (you can change it during your lifetime)

• Compatible with CT real estate laws

Add-on options available:

☐ Minor’s Trust
☐ Special Needs Trust
☐ Spendthrift Clause
☐ Dynasty Trust
☐ Pet Trust

✅ TrustGenie includes all of these in one easy plan.

2. Assign the Key Roles

☐ Grantor – You (person setting up the trust)
☐ Trustee – Manages the trust (you, or someone you appoint)
☐ Successor Trustee – Steps in when you can’t or upon death
☐ Beneficiaries – Those who will receive your assets

3. List and Document Your Assets

Common CT assets to include:

• Homes or real estate in Connecticut

• Bank accounts

• Stocks, investments, and retirement accounts

• LLCs, businesses, and real property

• Vehicles, valuables, and digital assets

✅ Use the Schedule A and General Assignment Form provided by TrustGenie.

4. Sign and Notarize the Trust

• Connecticut does not require witnesses, but notarization is required

• All pages should be initialed

• Store in a safe place and notify your trustee

✅ TrustGenie includes signing instructions that follow Connecticut best practices.

5. Fund the Trust (Critical!)

To avoid probate, you must move assets into the trust:

• Use a Quitclaim or Warranty Deed for real estate

• Retitle bank and investment accounts

• Use a General Assignment to transfer personal items

• Amend LLC Operating Agreements

• Update beneficiary designations (if desired)

🚨 If you skip this step, your trust won’t work.

⚠️ Common Mistakes in Connecticut

❌ Creating the trust but not funding it
❌ Forgetting to include vacation property or out-of-state real estate
❌ Not assigning digital assets (crypto, domains)
❌ Naming minors without a subtrust
❌ Not informing your Successor Trustee where to find the documents

💰 How Much Does a Trust Cost in Connecticut?

Method Cost Range Attorney$2,500 – $7,500+ Online Template$100 – $400 TrustGenie$150/year (all-in)

✅ Includes all Connecticut-specific documents, funding instructions, and legal templates.

🧠 Do I Need a Lawyer to Make a Trust in CT?

No. As long as your trust:

• Is in writing

• Names a trustee and beneficiaries

• Is signed and notarized

• Is funded with assets

…it’s legal under Connecticut law.

✅ TrustGenie helps you complete all of these steps with ease.

📥 Free Download: CT Trust Setup Checklist

Want a step-by-step printable version of this process?

📥 [Connecticut Trust Checklist] – (plain text available on request)

✅ Ready to Protect Your Legacy?

Thousands of families in the Constitution State are using TrustGenie to protect their homes, avoid court, and pass on their legacy — without spending thousands on lawyers.

👉 [Create Your Connecticut Trust – $150/year]