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 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.
Settling a trust in Iowa happens outside court: the trustee acts under the state's trust statuteIowa Code § 633A.1101 et seq. (Iowa Trust Code)Verified Oct 17, 2026View source, notifies the beneficiaries, then pays the debts and distributes under the trust's terms.
In Iowa, trustee compensation follows "reasonable compensation" (UTC § 708 or equivalent)Iowa Code §§ 633A.4109, 633A.4111, 633A.4202(5)(d), 633.200Verified Sep 18, 2026View source unless the trust instrument sets a different amount.
Settling an estate in Iowa: the personal representative files the estate inventory within 120 daysIowa Code §§ 633.361, 633.364, 633.365 (§ 633.361 as amended by 2026 Acts, HF 2532, § 4)Verified Sep 15, 2026View source of appointment; creditors have 4 monthsIowa Code §§ 633.230, 633.304, 633.410, 633.413, 633.425, 633.442Verified Oct 18, 2026View source to present claims; a simple estate closes in 6 months to 9 months.
Iowa requires a final state income tax return for the decedent alongside the federal Form 1040Iowa Code § 422.5(1)(a)Verified Sep 20, 2026View source; a federal estate tax return (Form 706) is required only for estates above $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source.
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.
32 trust administration 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.
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32 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
FirmWest Des Moines, IA
Serves clients throughout Iowa from offices in West Des Moines, Cedar Rapids, Dubuque, Bettendorf, and Milford. Guides personal representatives and successor trustees through probate and trust administration, represents families in will and trust disputes, and handles elder law and Medicaid planning. Also serves clients in Kansas, Missouri, and Illinois.
PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 4 more
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
FirmClinton, IA
Serves Clinton, DeWitt, and the surrounding area from offices in both towns. Handles probate and trust administration, wills, trusts, powers of attorney, and healthcare directives, along with asset protection, business succession, and real estate work.
PracticesEstate PlanningTrust AdministrationProbateAsset ProtectionWills Trusts
FirmCoralville, IA
Serves Johnson and Linn counties from Coralville in the Iowa City-Cedar Rapids Corridor. Attorneys handle probate and trust administration for estates, along with wills, revocable and special needs trusts, and business succession. A boutique firm established in 2014; consultations are billed at the attorney's hourly rate.
PracticesEstate PlanningTrust AdministrationProbateSpecial Needs Planningand 2 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
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
FirmDavenport, IA
Serves the greater Quad City area from Davenport. Works with executors through probate (inventorying assets, paying debts and taxes, distributing to beneficiaries) and guides trustees through trust administration; also prepares wills, trusts, and special needs trusts. All attorneys are licensed in Iowa and Illinois.
PracticesEstate PlanningTrust AdministrationProbateConservatorshipand 3 more
FirmCouncil Bluffs, IA
Serves Pottawattamie County and the Omaha-Council Bluffs area from Council Bluffs, with attorneys practicing in Iowa and Nebraska courts. Guides executors and personal representatives through probate and estate administration and handles estate disputes and will and trust contests. Established in 1861 through predecessor partnerships.
PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 2 more
FirmCouncil Bluffs, IA
Serves Pottawattamie County from Council Bluffs, a few blocks from the county courthouse, and also handles probate and estate matters in Nebraska. Guides personal representatives through probate, from the petition to admit the will through creditor notices, court reports, and the final accounting, and helps trustees administer trusts. Opened in 1952 by Maynard Telpner.
PracticesEstate PlanningTrust AdministrationProbateElder Lawand 4 more
FirmWest Des Moines, IA
Serves the greater Des Moines area and clients across Iowa from West Des Moines. Handles probate and estate and trust administration, from collecting assets and paying liabilities to distribution, along with guardianships and conservatorships. Five attorneys; hospital, home and care-facility visits available by appointment.
PracticesEstate PlanningTrust AdministrationProbateConservatorshipand 2 more