Skip to main content

TrustCreate a Trust EstateSettle an Estate FormsForms & ToolsFree Resources

Estate Planning Estate Settlement All resources

Alabama Alaska Arizona Arkansas California Colorado Connecticut District of Columbia Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

Overview Estate Law

Browse all Iowa attorneys

Revocable Living Trust for Iowa ResidentsCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.Iowa Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.Iowa Codicil to a WillAdd, revoke or replace provisions of your will and republish the rest, signed as your state requires for a will.Iowa Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.Iowa Healthcare Power of AttorneyName someone to make medical decisions if you can't.Iowa HIPAA ReleaseName who may receive your medical records, in the authorization federal law requires, with your state's rules for sensitive records. Free for every state.Iowa Financial Power of AttorneyName someone to manage your finances if you can't.Transfer on Death DeedTransfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.Lady Bird DeedKeep your home for life with the power to sell, and name who takes it at your death, in the deed your state recognizes. Available in 6 states.Vehicle Transfer on DeathName a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.EIN ApplicationGet the tax ID number (EIN) banks require to open an estate account or trust account after someone dies.IRS Form 56Notify the IRS that you are the fiduciary of an estate, a trust or a person, or end a notice filed before, on the official form.IRS Form 1310Claim a refund due a deceased taxpayer on the official form, on the box the form routes you to, with what the form says to attach.Petition for Probate and LettersOpen probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.Iowa Notice to CreditorsNotify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.Iowa Renunciation of ExecutorDecline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.Iowa Living WillState in advance which life-sustaining treatments you want or refuse, in the document your state recognizes, with signing instructions from the statute.Affidavit of HeirshipPrepare the sworn statement of a deceased person's family history and heirs for recording in the county land records, with your state's recording instructions.Affidavit of DeathPut a joint owner's or a transfer on death deed owner's death on the land records with the affidavit your state's statute names, laid out for recording.Iowa Small Estate AffidavitCollect a small estate's property without probate — the sworn affidavit presented to banks and other holders, with a presentation letter for each.Iowa Estate InventoryPrepare the probate inventory of estate property — every asset at its date-of-death value, composed to your state's statute, with the state's filing or delivery instructions.Iowa Estate ClosingPrepare the paperwork that closes the estate — the state's closing statement, petition for discharge, or final account, with the state's closing instructions and the optional federal forms.Letter of InstructionPrepare the letter a bank or insurer requests during estate settlement, addressed to its claims department.Digital Assets Recovery LetterPrepare a letter requesting a deceased person's online accounts, points, and balances from the program that holds them.

Browse all forms

I'm planning ahead

Iowa Estate Planning Cost CalculatorCompare costs across estate planning providers including online services and attorneys.Iowa Revocable Living Trust Cost CalculatorCompare revocable living trust costs across providers including online services and attorneys.Iowa Will Cost CalculatorCompare will costs across providers plus probate costs your heirs will pay.Iowa Life Insurance CalculatorCalculate your life insurance needs based on income, debts, and family situation.Iowa Beneficiary Designation CheckerCheck how divorce, creditors, and state laws affect your beneficiary designations.Iowa Name a Guardian GuideSee how a parent names a guardian for their minor children, what weight the court gives your choice, and your options for temporary care.Iowa Burial & Cremation Law GuideSee who controls final arrangements, cremation and burial rules, and what your state allows.Iowa Signing Requirements CheckerFind witness, notary, and remote signing requirements for all 50 states.Iowa Document Portability CheckerCheck if estate planning documents signed in one state are valid in another.Iowa Trust Need AssessmentFind out if a revocable trust makes sense based on your state, estate value, and family situation.Iowa Avoid Probate GuideSee which of your assets pass outside probate under your state’s law, asset by asset, and what remains for the probate estate.Iowa TOD Deed AssessmentFind out if a transfer on death deed can keep your property out of probate.Iowa Vehicle TOD AssessmentFind out if you can name a beneficiary on your vehicle title to skip probate.Iowa Trust or Will Decision ToolCompare the cost of probate vs a trust for your state and estate value.

Someone I love died

Iowa Death Certificate CalculatorCalculate how many certified death certificates you need and see ordering info for your state.Iowa Probate Decision ToolFind out if an estate needs probate or qualifies for simplified procedures.Iowa Joint Tenancy Survivorship GuideSee what your state records when a joint tenant with right of survivorship dies: an affidavit, the death certificate or a new deed.Iowa Funeral Cost CalculatorSee what a funeral, a burial or a cremation costs in your state, from the median of funeral homes' own price lists.Iowa Estate Settlement PlanPersonalized plan for settling an estate after someone passes away.Iowa What to Do When Someone Dies ChecklistA step-by-step checklist for the days, weeks, and months after a death, with state rules noted where they apply.

I'm an executor

Iowa Probate Cost CalculatorEstimate attorney fees, executor fees, court costs, and timeline for probating an estate.Iowa Executor Fee CalculatorCalculate how much an executor can charge for administering an estate.Iowa Self-File Probate AssessmentWhether your state lets you open probate yourself, and what it costs with a lawyer and without one.Iowa Letters Testamentary GuideSee the court that issues Letters Testamentary or Letters of Administration, the petition, the bond, and the documents to file.Iowa Creditor Claims DeadlinesFind creditor claim deadlines, notice requirements, and payment priority order for your state.Iowa Insolvent Estate CalculatorSee the order your state pays an insolvent estate's debts and which claims go unpaid.Iowa Unclaimed Property Claim GuideSee where to search for a deceased person's unclaimed property and what each state asks an heir or executor to send.Iowa Personal Property Value EstimatorEstimate the fair market value of household items for probate and see how it affects fees.

I'm a trustee

Iowa Trustee Compensation CalculatorFind out what fair compensation looks like for serving as trustee.Iowa Trust Settlement PlanPersonalized plan for settling a trust after the grantor passes away.

I'm inheriting

Iowa Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.Iowa Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.Iowa Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.Iowa Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.Iowa Post-Death Tax Filing GuideFind out which tax returns need to be filed after someone dies and whether tax clearance is required.

Browse all tools

Iowa Agencies

Medicaid Estate Recovery Unclaimed Property Unemployment Benefits Public Pensions Vital Records

Federal Agencies

Administration for Community Living (ACL)Black Lung Benefits Program Bureau of Indian Affairs (BIA)Centers for Medicare & Medicaid Services (CMS)Consumer Financial Protection Bureau (CFPB)Defense Finance and Accounting Service (DFAS)Defense Health Agency (DHA)Department of Veterans Affairs (VA)DOD Casualty Assistance Program Drug Enforcement Administration (DEA)Energy Employees Occupational Illness Program (EEOICPA)Federal Aviation Administration (FAA)Federal Communications Commission (FCC)Federal Deposit Insurance Corporation (FDIC)Federal Election Commission (FEC)Federal Emergency Management Agency (FEMA)Federal Student Aid (FSA)Federal Trade Commission (FTC)Indian Health Service (IHS)Internal Revenue Service (IRS)National Credit Union Administration (NCUA)National Personnel Records Center (NPRC)National Transportation Safety Board (NTSB)NOAA Commissioned Officer Corps Office of Personnel Management (OPM)Pension Benefit Guaranty Corporation (PBGC)Radiation Exposure Compensation Program (RECA)Railroad Retirement Board (RRB)September 11th Victim Compensation Fund (9/11 VCF)Social Security Administration (SSA)Thrift Savings Plan (TSP)Transportation Security Administration (TSA)U.S. Citizenship and Immigration Services (USCIS)U.S. Coast Guard Casualty Assistance Program U.S. Copyright Office U.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of State U.S. Department of the Treasury U.S. Patent and Trademark Office (USPTO)U.S. Public Health Service Commissioned Corps (PHS)U.S. Securities and Exchange Commission (SEC)U.S. Small Business Administration (SBA)United States Postal Service (USPS)USDA Farm Service Agency (FSA)

Browse all agencies

Cremation Services Pre-Need Funeral Plans Burial Services Veterans Funeral Services Funeral Transport Spanish-Speaking Funeral Homes Green Burial Jewish Funeral Homes Browse all Iowa funeral homes

Browse all Iowa institutions

Estate Planning Estate Settlement All resources

Switch state

Alabama Alaska Arizona Arkansas California Colorado Connecticut District of Columbia Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

Overview Estate Law

Forms

Revocable Living Trust for Iowa Residents Iowa Last Will and Testament Iowa Codicil to a Will Iowa Pour-Over Will Iowa Healthcare Power of Attorney Iowa HIPAA Release Iowa Financial Power of Attorney Transfer on Death Deed Lady Bird Deed Vehicle Transfer on Death EIN Application IRS Form 56 IRS Form 1310 Petition for Probate and Letters Iowa Notice to Creditors Iowa Renunciation of Executor Iowa Living Will Affidavit of Heirship Affidavit of Death Iowa Small Estate Affidavit Iowa Estate Inventory Iowa Estate Closing Letter of Instruction Digital Assets Recovery Letter

I'm planning ahead

Iowa Estate Planning Cost Calculator Iowa Revocable Living Trust Cost Calculator Iowa Will Cost Calculator Iowa Life Insurance Calculator Iowa Beneficiary Designation Checker Iowa Name a Guardian Guide Iowa Burial & Cremation Law Guide Iowa Signing Requirements Checker Iowa Document Portability Checker Iowa Trust Need Assessment Iowa Avoid Probate Guide Iowa TOD Deed Assessment Iowa Vehicle TOD Assessment Iowa Trust or Will Decision Tool

Someone I love died

Iowa Death Certificate Calculator Iowa Probate Decision Tool Iowa Joint Tenancy Survivorship Guide Iowa Funeral Cost Calculator Iowa Estate Settlement Plan Iowa What to Do When Someone Dies Checklist

I'm an executor

Iowa Probate Cost Calculator Iowa Executor Fee Calculator Iowa Self-File Probate Assessment Iowa Letters Testamentary Guide Iowa Creditor Claims Deadlines Iowa Insolvent Estate Calculator Iowa Unclaimed Property Claim Guide Iowa Personal Property Value Estimator

I'm a trustee

Iowa Trustee Compensation Calculator Iowa Trust Settlement Plan

I'm inheriting

Iowa Who Inherits Calculator Iowa Estate & Inheritance Tax Calculator Iowa Inheritance Tax Guide Iowa Step-Up Basis Calculator Iowa Post-Death Tax Filing Guide

Iowa Agencies

Medicaid Estate Recovery Unclaimed Property Unemployment Benefits Public Pensions Vital Records

Federal Agencies

Administration for Community Living (ACL)Black Lung Benefits Program Bureau of Indian Affairs (BIA)Centers for Medicare & Medicaid Services (CMS)Consumer Financial Protection Bureau (CFPB)Defense Finance and Accounting Service (DFAS)Defense Health Agency (DHA)Department of Veterans Affairs (VA)DOD Casualty Assistance Program Drug Enforcement Administration (DEA)Energy Employees Occupational Illness Program (EEOICPA)Federal Aviation Administration (FAA)Federal Communications Commission (FCC)Federal Deposit Insurance Corporation (FDIC)Federal Election Commission (FEC)Federal Emergency Management Agency (FEMA)Federal Student Aid (FSA)Federal Trade Commission (FTC)Indian Health Service (IHS)Internal Revenue Service (IRS)National Credit Union Administration (NCUA)National Personnel Records Center (NPRC)National Transportation Safety Board (NTSB)NOAA Commissioned Officer Corps Office of Personnel Management (OPM)Pension Benefit Guaranty Corporation (PBGC)Radiation Exposure Compensation Program (RECA)Railroad Retirement Board (RRB)September 11th Victim Compensation Fund (9/11 VCF)Social Security Administration (SSA)Thrift Savings Plan (TSP)Transportation Security Administration (TSA)U.S. Citizenship and Immigration Services (USCIS)U.S. Coast Guard Casualty Assistance Program U.S. Copyright Office U.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of State U.S. Department of the Treasury U.S. Patent and Trademark Office (USPTO)U.S. Public Health Service Commissioned Corps (PHS)U.S. Securities and Exchange Commission (SEC)U.S. Small Business Administration (SBA)United States Postal Service (USPS)USDA Farm Service Agency (FSA)

Funeral Homes

Cremation Services Pre-Need Funeral Plans Burial Services Veterans Funeral Services Funeral Transport Spanish-Speaking Funeral Homes Green Burial Jewish Funeral Homes

Browse all Iowa attorneys Browse all forms Browse all tools Browse all agencies Browse all Iowa funeral homes Browse all Iowa institutions

Home→Financial Institutions→Iowa

Estate Planning and Financial Institutions in Iowa

The 32 regional and state-based institutions serving Iowa: how each handles beneficiaries, trust funding, and death claims. National and online-only institutions serve every state and are listed in the full directory.

State

All States Alabama Alaska Arizona Arkansas California Colorado Connecticut District of Columbia Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

Category

All Categories781 Banks261 Brokerages85 Credit Unions175 Insurance Companies123 Retirement Plan Providers45 Annuity Providers36 Transfer Agents5 State Pension Systems7 Mortgage Servicers25 Student Loan Servicers13 Auto Finance Companies28 HSA Providers4 Crypto Platforms13 Credit Card Issuers17 Personal Loan Lenders11 Buy Now, Pay Later7 Credit Bureaus4

Coverage

32 institutions serving Iowa

Alerus

Bank serving the Midwest and Southwest

Alerus

Associated Bank

Bank serving the Midwest

Associated Bank

Auto-Owners Life

Insurance Company serving the Midwest, Southeast, and more

Auto-Owners Life

Bank Iowa

Bank serving Iowa

Bank Iowa

Bankers Trust (Iowa)

Bank serving Iowa, Nebraska and Arizona

Bankers Trust (Iowa)

BMO

Bank serving the West, Midwest, and more

BMO

Centris FCU

Credit Union serving Iowa and Nebraska

Centris FCU

Cobalt CU

Credit Union serving Nebraska and Iowa

Cobalt CU

COUNTRY Financial

Insurance Company serving the Midwest, West, and more

COUNTRY Financial

D.A. Davidson

Brokerage serving the West, Midwest, and more

D.A. Davidson

Dupaco

Credit Union serving Iowa, Illinois and Wisconsin

Dupaco

Farm Bureau Financial

Insurance Company serving the Midwest, West, and more

Farm Bureau Financial

First Citizens Bank (Iowa)

Bank serving Iowa and Minnesota

First Citizens Bank (Iowa)

First Federal CU

Credit Union serving Iowa

First Federal CU

First Interstate

Bank serving the West and Midwest

First Interstate

First Mid Bank & Trust

Bank serving the Midwest and Southwest

First Mid Bank & Trust

FNBO

Bank serving the Midwest, West, and more

FNBO

Great Plains Life

Insurance Company serving the Midwest and West

Great Plains Life

Great Southern Bank

Bank serving the Midwest and Southeast

Great Southern Bank

GreenState CU

Credit Union serving the Midwest

GreenState CU

Every family deserves a plan. We'll help.

Get started App Store Google Play

Forms

Last Will and Testament
Revocable Living Trust
Healthcare Power of Attorney
Financial Power of Attorney
Living Will
Transfer on Death Deed
Estate Planning Forms
All forms

Tools

Trust vs Will
Probate Calculator
Who Inherits
Settle an Estate
Estate Tax Calculator
Life Insurance
Estate Planning Tools
All tools

Compare

Compare Services
vs LegalZoom
vs Trust & Will
vs Rocket Lawyer
vs Quicken WillMaker

Learn

Revocable Living Trusts
Last Wills
Articles
News
State Guides
Estate Law
Life Events

Directories

Law Firms
Financial Institutions
Digital Assets
Government Agencies
Funeral Homes

Company

About
Contact
Create a Trust

SimplyTrust is not a law firm and does not provide legal advice, legal counsel, or attorney review. Information on this platform is for general informational purposes only. Use of SimplyTrust does not create an attorney-client relationship. You are solely responsible for all documents you create. Laws, fees, forms, and office details change. Information here may contain errors or be out of date; confirm current requirements with the relevant court, agency, brand, or statute before acting. For advice tailored to your circumstances, consult a licensed attorney in your state.

© 2026 SimplyTrust Software Inc. All rights reserved.

Privacy Policy·Terms of Service·Security··AI Access

All content, data, and calculations are proprietary. Automated scraping, systematic downloading, or data extraction is prohibited under our Terms of Service. Product visuals are simulated for illustrative purposes and may differ from actual experience. Logos provided by Logo.dev.