Free Iowa forms for planning an estate or settling one: a will, trust, powers of attorney, TOD deed, and the probate forms an executor files.
Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.
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.
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.
Free calculators and checklists for planning or settling an estate in Iowa: will and trust costs, probate, executor pay, and 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 Iowa's inheritance tax is repealed for deaths on or after January 1, 2025 (Iowa Code § 450.98, 2021 Acts ch 177 / SF 619), as is the qualified use inheritance tax (§ 450B.8). Iowa's estate tax (Iowa Code ch. 451) and generation skipping transfer tax (ch. 450A) were repealed outright by 2014 Acts ch 1076 §25.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.
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 Iowa's inheritance tax is repealed for deaths on or after January 1, 2025 (Iowa Code § 450.98, 2021 Acts ch 177 / SF 619), as is the qualified use inheritance tax (§ 450B.8). Iowa's estate tax (Iowa Code ch. 451) and generation skipping transfer tax (ch. 450A) were repealed outright by 2014 Acts ch 1076 §25.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.
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.
See which federal withdrawal rules apply to an inherited IRA, Roth IRA, or employer plan, the deadline year, and the missed-withdrawal tax.
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.
30 tax planning firms in Iowa, by county and firm type.
Firm listings are for informational purposes only. SimplyTrust does not endorse or recommend any specific firm or attorney. Contact firms directly to discuss your situation and verify their current practice areas and availability.
Loading firms...
30 firms
Solo PracticeAtlantic, IA
Serves southwest Iowa's Cass, Adair, Montgomery, and Shelby counties from Atlantic, midway between the Omaha and Des Moines metros. Handles estate planning, wills and trusts, probate, trust administration, guardianships, and conservatorships for area families. Practicing since 1879.
PracticesEstate PlanningTrust AdministrationProbateTax Planningand 4 more
FirmMason City, IA
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.
PracticesEstate PlanningProbateElder LawTax PlanningWills Trusts
FirmIowa City, IA
Serves the greater Iowa City area, including Cedar Rapids, Davenport, Mt. Pleasant, and Des Moines, from Iowa City. Handles estate and trust administration, estate and inheritance tax filings, disputed wills and elective-share litigation, and guardianships and conservatorships. In practice in Iowa City since 1906.
PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 5 more
FirmDenison, IA
Serves Crawford County from Denison, the county seat. Handles estate, trust, and other probate administration, estate planning, guardianships and conservatorships, and taxation for individuals, farmers, small businesses, and banks. The firm has practiced in Denison for more than 100 years.
PracticesEstate PlanningTrust AdministrationProbateTax Planningand 3 more
FirmOsceola, IA
Serves south central Iowa from the square in Osceola. Guides executors through probate with or without a will, and handles wills, trusts, powers of attorney, real estate, and income tax work. Founded in 1948; Ward Reynoldson practiced at the firm before serving as Chief Justice of the Iowa Supreme Court.
PracticesEstate PlanningProbateTax PlanningWills Trusts
FirmCedar Falls, IA
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.
PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 6 more
FirmMarshalltown, IA
Serves central Iowa from Marshalltown. Handles probate and formal estate administration, trust administration, guardianships and conservatorships, and estate planning including revocable, special needs, and Miller trusts. Both attorneys also practice agricultural and tax law.
PracticesEstate PlanningTrust AdministrationProbateTax Planningand 6 more
FirmWaverly, IA
Serves clients throughout Iowa from offices in Waverly and Denver, minutes from Waterloo and Cedar Falls. Guides families through probate and prepares wills, trusts, living wills, powers of attorney, and Miller Trusts, with Medicaid planning and income tax work. Formed in 2017 from the merger of two firms with a combined 130 years of practice.
PracticesEstate PlanningProbateTax PlanningMedicaid PlanningWills Trusts
Solo PracticeFort Dodge, IA
Serves Webster, Calhoun, Humboldt, Greene, Hamilton, and Boone counties from Fort Dodge. Handles probate and estate administration, guardianships and conservatorships, and estate tax matters, along with wills, trusts, and powers of attorney. Founded by attorney Charles A. Walker in 1984.
PracticesEstate PlanningProbateTax PlanningConservatorshipand 2 more
FirmCharles City, IA
Serves Floyd, Mitchell, Cerro Gordo, and Howard counties from offices in Charles City, Osage, Mason City, and Riceville. Represents estates at every stage of probate and prepares wills, trusts, powers of attorney, and affidavits of surviving spouse, with income and estate tax planning. Licensed in Iowa, Minnesota, and Wisconsin.
PracticesEstate PlanningProbateTax PlanningWills Trusts