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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.
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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.
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Iowa Agencies
Medicaid Estate RecoveryUnclaimed PropertyUnemployment BenefitsPublic PensionsVital Records
Federal Agencies
Administration for Community Living (ACL)Black Lung Benefits ProgramBureau 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 ProgramDrug 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 CorpsOffice 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 ProgramU.S. Copyright OfficeU.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of StateU.S. Department of the TreasuryU.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)
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Forms
Revocable Living Trust for Iowa ResidentsIowa Last Will and TestamentIowa Codicil to a WillIowa Pour-Over WillIowa Healthcare Power of AttorneyIowa HIPAA ReleaseIowa Financial Power of AttorneyTransfer on Death DeedLady Bird DeedVehicle Transfer on DeathEIN ApplicationIRS Form 56IRS Form 1310Petition for Probate and LettersIowa Notice to CreditorsIowa Renunciation of ExecutorIowa Living WillAffidavit of HeirshipAffidavit of DeathIowa Small Estate AffidavitIowa Estate InventoryIowa Estate ClosingLetter of InstructionDigital Assets Recovery Letter
I'm planning ahead
Iowa Estate Planning Cost CalculatorIowa Revocable Living Trust Cost CalculatorIowa Will Cost CalculatorIowa Life Insurance CalculatorIowa Beneficiary Designation CheckerIowa Name a Guardian GuideIowa Burial & Cremation Law GuideIowa Signing Requirements CheckerIowa Document Portability CheckerIowa Trust Need AssessmentIowa Avoid Probate GuideIowa TOD Deed AssessmentIowa Vehicle TOD AssessmentIowa Trust or Will Decision Tool
Someone I love died
Iowa Death Certificate CalculatorIowa Probate Decision ToolIowa Joint Tenancy Survivorship GuideIowa Funeral Cost CalculatorIowa Estate Settlement PlanIowa What to Do When Someone Dies Checklist
I'm an executor
Iowa Probate Cost CalculatorIowa Executor Fee CalculatorIowa Self-File Probate AssessmentIowa Letters Testamentary GuideIowa Creditor Claims DeadlinesIowa Insolvent Estate CalculatorIowa Unclaimed Property Claim GuideIowa Personal Property Value Estimator
I'm a trustee
Iowa Trustee Compensation CalculatorIowa Trust Settlement Plan
I'm inheriting
Iowa Who Inherits CalculatorIowa Estate & Inheritance Tax CalculatorIowa Inheritance Tax GuideIowa Step-Up Basis CalculatorIowa Post-Death Tax Filing Guide
Iowa Agencies
Medicaid Estate RecoveryUnclaimed PropertyUnemployment BenefitsPublic PensionsVital Records
Federal Agencies
Administration for Community Living (ACL)Black Lung Benefits ProgramBureau 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 ProgramDrug 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 CorpsOffice 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 ProgramU.S. Copyright OfficeU.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of StateU.S. Department of the TreasuryU.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)
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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.

All StatesAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDistrict of ColumbiaDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
All Categories781Banks261Brokerages85Credit Unions175Insurance Companies123Retirement Plan Providers45Annuity Providers36Transfer Agents5State Pension Systems7Mortgage Servicers25Student Loan Servicers13Auto Finance Companies28HSA Providers4Crypto Platforms13Credit Card Issuers17Personal Loan Lenders11Buy Now, Pay Later7Credit Bureaus4

32 institutions serving Iowa

Hills Bank

Hills Bank logo

Bank serving Iowa

Hills Bank

Levo Credit Union

Levo Credit Union logo

Credit Union serving the Midwest

Levo Credit Union

Nicolet National Bank

Nicolet National Bank logo

Bank serving the Midwest and Southeast

Nicolet National Bank

Old National

Old National logo

Bank serving the Midwest and Southeast

Old National

Pekin Life

Pekin Life logo

Insurance Company serving the Midwest, Southeast, and more

Pekin Life

Regions

Regions logo

Bank serving the Southeast, Midwest, and more

Regions

Savant Wealth

Savant Wealth logo

Brokerage serving the Southeast, Northeast, and more

Savant Wealth

Shelter Insurance

Shelter Insurance logo

Insurance Company serving the Midwest, Southeast, and more

Shelter Insurance

Triumph

Triumph logo

Bank serving the Midwest, Southwest, and more

Triumph

UMB Bank

UMB Bank logo

Bank serving the Midwest, Southwest, and more

UMB Bank

Veridian

Veridian logo

Credit Union serving Iowa, Nebraska and Minnesota

Veridian

West Bank (Iowa)

West Bank (Iowa) logo

Bank serving Iowa and Minnesota

West Bank (Iowa)

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