Iowa Estate Planning Drafting Software
Iowa repealed its inheritance tax effective January 1, 2025. The state offers small estate affidavits for estates under $50,000, simplified administration for estates under $200,000, and modern trust code provisions. Iowa attorneys generally use trusts, survivorship titling, or properly recorded deeds for real property transfer planning because Iowa does not currently authorize real-property transfer on death deeds.
Quick Facts
- State Estate Tax
- None
- Small Estate Threshold
- Small estate affidavit is available for estates under $50,000; simplified administration is available for estates under $200,000.
- Property System
- Common Law
Practice Snapshot for Iowa Attorneys
Estate planning in Iowa is shaped by common law property rules. These rules make titling and beneficiary designations core to many plans. There is no state estate tax. Small estate affidavit is available for estates under $50,000; simplified administration is available for estates under $200,000.
Local practitioners routinely navigate: No state inheritance tax (repealed effective January 1, 2025), No current real-property transfer on death deed statute, Elective share for surviving spouses, and Small estate affidavit for estates under $50,000; simplified administration for estates under $200,000.
Common Iowa filings and forms include: Iowa Deeds, Iowa Durable Power of Attorney, and Iowa Living Will. Key Iowa statutory touchpoints include: Iowa Inheritance Tax (repealed effective 2025), Iowa Trust Code, and Small estate affidavit and administration procedures.
Key Considerations for Iowa Attorneys
- —No state inheritance tax (repealed effective January 1, 2025)
- —No current real-property transfer on death deed statute
- —Elective share for surviving spouses
- —Small estate affidavit for estates under $50,000; simplified administration for estates under $200,000
Iowa-Specific Documents
Drafting language and formatting drawn from Iowa statutory references and local recording practices, ready for attorney review and edit.
Core drafting set
- —Revocable living trust
- —Pour-over will
- —Durable power of attorney
- —Advance health care directive
- —HIPAA authorization
- —Deed templates aligned to local recording rules
- —Certification of trust
State forms and filings
- —Iowa Deeds
- —Iowa Durable Power of Attorney
- —Iowa Living Will
Iowa Estate Planning Laws
- —Iowa Inheritance Tax (repealed effective 2025)
- —Iowa Trust Code
- —Small estate affidavit and administration procedures
What Statular Offers Iowa Attorneys
Document Automation
Generate complete estate planning packages from a single interview—trusts, wills, POAs, and healthcare directives.
Client Questionnaires
Branded client portal with secure questionnaires that sync directly into your drafting interview, plus secure client messaging for follow-up.
80+ Document Types
Comprehensive library including trusts, wills, powers of attorney, deeds, and client materials.
Secure Cloud Storage
Enterprise-grade security with 256-bit encryption. All documents stored in your firm's secure vault.
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Core Documents
- Revocable Living Trust
- Pour-Over Will
- Durable Power of Attorney
- Advance Healthcare Directive
- HIPAA Authorization
- Grant Deed & Quitclaim Deed
- Certification of Trust
- Asset Schedules