Estate Planning Attorney in Westport, CT

Protecting What Westport Families Have Built, From Compo Beach to Greens Farms

We help Westport families build a clear plan for the people who matter most. Keep your home and savings in the family. Reduce Connecticut estate tax. Spare your kids the stress and the public process while avoiding Probate. 

Westport is a service area, not an office. We serve Westport families from our Milford office, about 20 miles east, with both in-person and video meetings.

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A reputation built on trust

20+ Years of Experience

57+ Five-Star Reviews

1,000+ Connecticut families served

CT & NY licensed

Why It Matters

What You've Built Deserves a Clear Plan

You have worked hard for the home near the Saugatuck River, the savings, the family business. The question is what happens to it next, and whether your family will have a clear path or a courtroom.

We work with Westport families, waterfront and near-water homeowners, and households across Norwalk, Fairfield, Weston, and Wilton. For more than 20 years and 1,000+ Connecticut families, our goal has stayed the same: clarity, not guesswork. CT and NY licensed, WealthCounsel member, 5-star Google rating across 57+ reviews.

Estate Planning Services for Westport Families

Working with an estate planning attorney in Westport, CT should feel like getting your house in order, not a legal transaction. We are a turn-key partner covering the whole picture: wills, trusts, powers of attorney, elder law, special needs planning, probate, and business succession.

Explore our full estate planning services.

Core Estate Planning Services

Revocable Living Trust

Keep Your Home in the Family, and Out of Court

A revocable living trust lets you avoid probate, keep your estate private, and stay in full control during your lifetime. For homes near Compo Beach or Greens Farms passed down through generations, it is often the cornerstone of the plan.

Irrevocable Trust

Shield High-Value Assets From Estate Tax

Westport's high home values put many families within reach of the Connecticut estate tax. An irrevocable trust is a core tool for asset protection and generational wealth preservation, and Connecticut now allows trusts to last up to 800 years.

Wills and Guardianship

Decide Who Inherits, and Who Raises Your Kids

A last will directs who receives what, and a pour-over will catches anything left outside your trust. It is also where you nominate guardians for minor children. That decision should be yours, not a judge's.

Planning for Care, Dependents, and What Comes After

Elder Law and Medicaid Planning

Protect the Family Home From Care Costs

Long-term care is expensive, and Connecticut's Medicaid 5-year look-back means timing matters. We help you plan ahead for aging parents and weigh care options calmly, as part of the estate plan rather than a panicked decision later.

Special Needs Planning

Provide for a Loved One Without Risking Benefits

A special needs trust (also called a supplemental needs trust) provides for a loved one with a disability without jeopardizing Medicaid, SSI, and other benefits. It must be coordinated with the will and powers of attorney, not bolted on separately.

Probate and Estate Administration

Steady Guidance After a Loss

Westport estates move through the Westport-Weston Probate Court at Town Hall. A will must be filed within 30 days, there is a 150-day creditor claim period, and a full estate typically takes 9 to 18 months. We guide executors through every filing.

Business Succession and Lifetime Protection

Business Succession Planning

Hand Off the Business on Your Terms

Westport's small business and creative community includes family-owned businesses that need a clean transfer plan. We handle buy-sell agreements, valuation, and sale prep, and we coordinate with your CPA and financial advisor. We plug into the team, we do not replace it.

Powers of Attorney and Directives

Stay Protected While You're Still Here

A durable power of attorney, healthcare proxy, living will, and HIPAA authorization keep your family covered during your life, not just after it. If you cannot speak for yourself, the right people can step in without going to court.

One Coordinated Plan

Documents That Actually Work Together

The mistake we see most often is a set of documents that do not talk to each other. A trust that was never funded. A will that contradicts the trust. We design the will, trusts, POAs, and directives as one coordinated plan.

Local Relevance

Why Estate Planning Matters More in Westport

High property values mean real estate tax exposure. Connecticut has its own estate tax, separate from the federal one, with rates up to 12% on the amount above the exemption. Westport's waterfront and near-water homes can push a family over that threshold without anyone realizing it.

Waterfront homes are valuable but illiquid. A Compo Beach cottage or a Saugatuck River property is worth a great deal and hard to convert to cash quickly. A clear plan keeps that home in the family without a forced sale to cover taxes or probate costs.

Real estate tax exposure

Connecticut has its own estate tax, with rates up to 12% above the exemption. Westport home values can push a family over that threshold without anyone realizing it.

Valuable but illiquid homes

A Compo Beach cottage or Saugatuck River property is hard to convert to cash. A clear plan keeps the home in the family without a forced sale.

Privacy

Probate is a public process. A properly funded trust keeps the contents of your estate out of the public record entirely.

Generational wealth

Westport's families want wealth to pass cleanly, and potentially for generations, using Connecticut's 800-year trust rule.

Cross-state assets

NYC commuters often hold Connecticut and New York assets that need to be planned together under one roof, not separately.

For families over the threshold, an irrevocable trust is often where the real estate tax savings come from.

Westport-Specific Planning

Multigenerational and Dynasty Trust Planning in Westport

Westport is a town with deep roots. Families here tend to think in the future generations, not just paperwork, and many already plan ahead with estate strategies as a matter of course. Dynasty planning fits that mindset.

A dynasty trust is a trust built to last well beyond your lifetime. Connecticut extended the Uniform Statutory Rule Against Perpetuities to allow trusts to last up to 800 years, so wealth can be structured to pass for generations rather than being re-taxed and re-exposed at every death along the way.

Who this is for: families with appreciated waterfront property, a family business, or investment assets they want to keep intact for children and grandchildren. It is also a strong fit for blended families who want certainty across generations.

What it protects against:

Estate tax erosion at each generational transfer

Creditors and divorces in later generations

A high-value family home being forced onto the market

This work is concrete, not abstract. The right structure depends on your assets and your family, so the best next step is a conversation. Talk through your situation with Bryan in a free 30-minute call.

Our Clients

Who We Help in Westport

Westport's families come to us at different stages and with different concerns. Here is where we do the most good.

Waterfront and High-Net-Worth Homeowners

Connecticut estate tax planning, irrevocable trusts, and a clear strategy for protecting Compo Beach and Saugatuck-area property.

Families With Minor Children

A first will, guardianship nominations, and life-insurance planning so your children are cared for by the people you choose.

Retirees and Adult Children of Aging Parents

Medicaid planning, long-term care decisions, and protecting the family home through the 5-year look-back.

NYC-Commuter Professionals

Cross-state CT and NY assets, income, and employer equity, planned under one roof by a dual-licensed attorney.

Business Owners and Creative Professionals

Succession planning, buy-sell agreements, and protecting income from a creative or professional practice.

Why Inner Circle

Why Westport Families Choose Inner Circle Legal Planning

Plain English, No Legalese

We translate the law into language you can actually act on. You will leave every meeting knowing what your plan does and why. Our goal is clarity, not guesswork.

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A Firm That Knows Westport County

We serve Westport from our Milford office, about 20 miles east, with a satellite office in North Haven. Our service area covers Norwalk, Fairfield, Southport, Weston, Wilton, and the wider shoreline.

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Dual-Licensed in Connecticut and New York

Built for Westport's NYC-commuter households. Cross-state assets, income, and employer equity get planned under one roof, with no need for a second attorney across the state line.

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20+ Years, 1,000+ Families, 5-Star Reviews

Bryan M. Etter has guided more than 1,000 Connecticut families over two decades. WealthCounsel member, 5-star Google rating across 57+ reviews.

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Client Stories From Around Westport

What Westport-Area Clients Say

Bryan immediately put my mother and I at ease during our initial consultation. He made a complicated process feel clear and manageable.

John V. Estate Planning Client

Bryan did an amazing job educating us through every step while building our wills, trusts, and healthcare documents.

Patti M. Family Planning Client

The guidance was practical, clear, and compassionate. We felt supported from our first call through final signing.

Lauren C. Long-Term Client

The guidance was practical, clear, and compassionate. We felt supported from our first call through final signing.

Lauren C. Long-Term Client

The guidance was practical, clear, and compassionate. We felt supported from our first call through final signing.

Lauren C. Long-Term Client

Our Process

How the Estate Planning Process Works

Free Consultation

A 30-minute call or in-person meeting at the Milford or North Haven office. We listen first.

Discovery & Document Review

We look at your assets, your family, and your goals together.

Plan Design

We recommend the right mix of will, trust, power of attorney, and directives for your situation.

Signing & Funding

We execute the documents and retitle assets, including your Westport real estate, so the plan actually works.

Ongoing Updates

Life changes and laws change. Easy revisions keep your plan current.

Connecticut Legal Context

Connecticut Probate, Estate Tax, and Local Legal Context

A little plain-English background, accurate as of 2026.

How probate works locally. Westport estates are handled through the Westport-Weston Probate Court at Westport Town Hall, one district within Connecticut's statewide probate district system. Probate is generally required for estates over $40,000 or those holding real estate in the deceased's name alone. A full estate typically takes 9 to 18 months. Smaller estates under $40,000 with no real property can use a simplified affidavit process, which is faster.

Connecticut estate tax. Connecticut has its own estate tax, separate from the federal estate tax. For 2026 deaths, the Connecticut exemption tracks the federal exemption and sits in the multi-million-dollar range, with rates up to 12% on the amount above it. Important detail: a Connecticut estate tax return must be filed within six months of death even when no tax is due.

Medicaid look-back. Connecticut applies a 5-year look-back period for Medicaid long-term care eligibility, which is why planning ahead for aging parents matters.

In a high-value market like Westport, avoiding probate is not about secrecy. It is about sparing your family a long, public, expensive process during a hard year. For authoritative reference, see the Connecticut Probate Courts official site, or talk with a Connecticut probate attorney about your specific situation.

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Inner Circle Legal Planning has served Connecticut families for more than 20 years from our Milford office, about 20 miles east of Westport, with a satellite office in North Haven. Westport is a service area we cover with both in-person and video meetings, not a physical office location.

We work with families across Saugatuck, Greens Farms, Old Hill, Coleytown, Compo Beach, and the downtown Post Road corridor, along with the nearby towns of Norwalk, Fairfield, Southport, Weston, Wilton, Bridgeport, and Stamford. Westport is a coastal Long Island Sound town with deep roots and a tight-knit community. From summer concerts at the Levitt Pavilion to fall walks at Sherwood Island State Park, we plan for the families who make Westport home.

Meet Your Attorney

Meet Your Estate Planning Attorney

I'm Bryan M. Etter, and I have spent more than 20 years helping Connecticut families, more than 1,000 of them, put a clear plan in place.

I'm admitted to the bar in both Connecticut and New York, and I'm a member of WealthCounsel, a national network of estate planning attorneys. That dual license matters for Westport. So many families here commute into the city and hold assets on both sides of the state line, and they should not need two attorneys to plan one estate.

But credentials are not why people stay. I'm a husband, a dad, and a business owner. I understand the real-world worry behind this work: the waterfront home you want to keep in the family, the kids you want protected, the parent whose care you are quietly planning for. My job is to take that worry and turn it into a plan you understand. No legalese, no pressure.

Bryan Etter
Licensed in CT & NY | Member of WealthCounsel

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Common Questions

Frequently Asked Questions

How much does an estate planning attorney cost in Westport, CT?

A basic Connecticut will package typically runs a few hundred dollars, while a full revocable trust plan generally runs into the low thousands, with pricing based on complexity. We work on a flat-fee basis, so you know the cost upfront, and the free consultation is where we scope the work. Weigh that against the probate cost and estate tax a good plan can avoid.

Do I need a will or a trust if I live in Westport?

Most Westport homeowners benefit from a revocable living trust to avoid probate, while renters or those with very simple estates may be fine with a will. A trust also keeps the Westport-Weston Probate Court process and the contents of your estate private. The right answer depends on your assets and family situation, which is exactly what a free consultation is for.

Does a trust avoid probate in Connecticut?

Yes. Assets properly placed in and funded into a revocable living trust before death pass to your beneficiaries without probate. The key word is funded. A trust that was drafted but never had assets retitled into it will not work. Note that a Connecticut estate tax return may still need to be filed within six months of death even when probate is avoided.

How does probate work in Westport, CT?

Westport estates are handled through the Westport-Weston Probate Court at Westport Town Hall, part of Connecticut's probate district system. The will must be filed within 30 days of death, there is a 150-day creditor claim period, and a full estate typically takes 9 to 18 months. A Connecticut probate attorney can manage the filings for you.

Does Connecticut have an estate tax in 2026?

Yes. Connecticut has its own estate tax with an exemption that now tracks the federal exemption, currently in the multi-million-dollar range, with rates up to 12% on the amount above it. This is separate from the federal estate tax. It matters for Westport homeowners because high-value or appreciated waterfront property can push an estate over the threshold.

How much can you inherit without paying taxes in Connecticut?

Connecticut has no inheritance tax, so beneficiaries do not pay tax on what they receive. The estate itself, however, may owe Connecticut estate tax if it exceeds the exemption. The distinction matters: an estate tax is paid by the estate before distribution, an inheritance tax would be paid by the heir. Planning can reduce estate tax exposure.

What happens if I die without a will in Connecticut?

Connecticut intestacy law decides who inherits, usually a spouse and children, but the split can surprise blended families. The court appoints an administrator for you, you lose any say over who serves as guardian of minor children, and the entire process plays out publicly. A [legally sound Connecticut will](/connecticut-wills) keeps those decisions yours.

Can I set up a dynasty trust in Connecticut to protect wealth for future generations?

Yes. Connecticut now allows trusts to last up to 800 years under the Uniform Statutory Rule Against Perpetuities, which makes long-horizon dynasty planning possible here. It suits high-net-worth Westport families who want to protect appreciated property or a business across generations. The structure depends on your goals, so it is worth discussing the specifics in a consultation.

How do I choose an estate planning attorney?

Look for a Connecticut-licensed attorney who focuses on estate planning, explains options in plain English, and offers a free consultation so you can scope the work before committing. Ask about experience, flat-fee pricing, and whether they help fund the trust rather than just drafting documents. When you are ready, schedule a free consultation with us.

Get Started

Start Your Estate Plan in Westport Today

No legalese, no pressure, just a clear plan for the people in your Inner Circle. Whether you need a first will, a trust to protect a waterfront home, or help through the Westport-Weston Probate Court, the first step is a free conversation.

We serve Westport from our Milford office, about 20 miles east, with a satellite office in North Haven, and we meet in person or by video.

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