Serves Floyd County and northeast Iowa from Charles City. Administers estates, trusts, conservatorships, and guardianships, including the related estate and trust tax returns, and prepares wills, trusts, and powers of attorney. Founded in 1918; merged with Eggert, Erb & Ellingson in 2023.
Probate in Bremer County
Probate Court Record
Bremer County District Court
Bremer County · 2nd Judicial District
Hours
Monday-Friday 8:00 AM-4:30 PM
Office
415 East Bremer Avenue, Waverly, IA 50677
Website
E-filing
Self-represented filing
Allowed
Self-help forms
How to file probate in Bremer County →
Verified October 15, 2026 · Source
Do I need a lawyer for probate in Bremer County? →Settling an estate in Bremer County →
Tax Planning Firms Serving Bremer County
Serves Black Hawk County and Northeast Iowa from Cedar Falls. Advises individual and corporate fiduciaries through trust and estate administration, prepares fiduciary income, estate and Iowa inheritance tax returns, assists guardians and conservators with annual reports, and handles will contests. In general practice since 1898.
Serves Woodbury County from downtown Sioux City, just east of the Woodbury County Courthouse, and clients throughout Iowa. Guides executors and administrators through probate and estate administration, including court appointment, bonds, asset transfers, and estate taxes, and represents them in beneficiary disputes. Rated AV Preeminent by Martindale-Hubbell.
Serves northwest Iowa and clients throughout the state from Spencer. Handles probate, trust and estate administration, will contests and probate disputes, and estate and tax planning alongside agricultural and business law. In practice since 1928.
Serves Story County and central Iowa from an office in Ames. Settles the estates of deceased persons through formal probate court administration or informal trust administration, handles guardianships and conservatorships, and advises on inheritance and estate taxes. Formed in July 2023 by the merger of the Newbrough and Pasley & Singer firms, tracing to 1906.
Serves Cerro Gordo, Floyd, Franklin, Winnebago, and Worth counties and clients throughout Iowa from Mason City. Handles wills and probate, estate administration, trusts and estates, and elder law, with two CPA attorneys practicing taxation. Began in its current form in 1960.
Forms for Planning and Settling an Estate in Iowa
Free Iowa forms to plan or settle an estate: a will, trust, powers of attorney, TOD deed and the probate forms. Prepare each form for Iowa and download the PDF.
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Revocable Living Trust
Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.
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Free
Last Will and Testament
In Iowa, a will is signed before 2Iowa Code § 633.279Verified Oct 18, 2026View source witnesses, and a self-proving affidavit signed with it lets the court admit it without witness testimonyIowa Code § 633.279Verified Oct 18, 2026View source.
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Free
Pour-Over Will
In Iowa, a pour-over will is signed before 2Iowa Code § 633.279Verified Oct 18, 2026View source witnesses and moves anything left outside the trust into it through probate.
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Tools for Planning and Settling an Estate in Iowa
Free calculators and checklists to plan or settle an estate in Iowa: will and trust costs, probate, executor pay and taxes. Run each tool for Iowa.
How Much Are Estate & Inheritance Taxes?
Iowa levies no estate or inheritance taxNo state estate or inheritance tax. Iowa's inheritance tax is repealed for deaths on or after January 1, 2025 (Iowa Code § 450.98, 2021 Acts ch 177 / SF 619), as is the qualified use inheritance tax (§ 450B.8). Iowa's estate tax (Iowa Code ch. 451) and generation skipping transfer tax (ch. 450A) were repealed outright by 2014 Acts ch 1076 §25. The Iowa Department of Revenue confirms: "Iowa inheritance tax is not applicable for deaths occurring on or after 1/1/25."Verified Sep 15, 2026View source; only the federal estate tax applies above $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source.
Calculate the Tax
What Taxes Apply to My Inheritance?
Iowa imposes no inheritance or estate taxNo state estate or inheritance tax. Iowa's inheritance tax is repealed for deaths on or after January 1, 2025 (Iowa Code § 450.98, 2021 Acts ch 177 / SF 619), as is the qualified use inheritance tax (§ 450B.8). Iowa's estate tax (Iowa Code ch. 451) and generation skipping transfer tax (ch. 450A) were repealed outright by 2014 Acts ch 1076 §25. The Iowa Department of Revenue confirms: "Iowa inheritance tax is not applicable for deaths occurring on or after 1/1/25."Verified Sep 15, 2026View source; probate assets arrive when the estate closes, 6 months to 9 months for a simple estate.
Calculate the Tax
How Does Step-Up in Basis Work?
Inherited assets in Iowa take a basis reset to fair market value on the date of death26 USC § 1014Verified Sep 15, 2026View source, and the gain on a later sale faces ordinary income tax at the state's regular ratesIowa Code (2026) § 422.5(1)(a) — flat 3.8% individual rateVerified Sep 15, 2026View source.
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When Do I Have to Withdraw an Inherited IRA?
See which federal withdrawal rules apply to an inherited IRA, Roth IRA, or employer plan, the deadline year, and the missed-withdrawal tax.
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What Does Estate Planning Actually Cost?
An attorney-prepared revocable trust in Iowa runs $3,140Estimate: 10 hours at $314, Clio's Iowa Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $4,710Estimate: 15 hours at $314, Clio's Iowa Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source and a simple will $864Estimate: 3 hours at $288, Clio's Iowa Wills and Estates rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $1,728Estimate: 6 hours at $288, Clio's Iowa Wills and Estates rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source, against $0 to $549 up front plus a subscription with an online service.
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