Iowa Estate Planning Drafting Software
Iowa is phasing out its inheritance tax, with full elimination by 2025. The state offers transfer on death deeds and has adopted modern trust code provisions. Estate planning in Iowa should account for the inheritance tax during the phase-out period.
Quick Facts
- State Estate Tax
- None
- Small Estate Threshold
- $100,000
- 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 procedures are available for estates up to $100,000.
Local practitioners routinely navigate: Inheritance tax on certain beneficiaries (phasing out), Transfer on Death Deed available, Elective share for surviving spouses, and Small estate procedures available.
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 (being phased out), Iowa Trust Code, and Transfer on Death Deed statute.
Key Considerations for Iowa Attorneys
- —Inheritance tax on certain beneficiaries (phasing out)
- —Transfer on Death Deed available
- —Elective share for surviving spouses
- —Small estate procedures available
Iowa-Specific Documents
State-specific drafting language and formatting aligned with Iowa statutes and local recording practices.
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 (being phased out)
- —Iowa Trust Code
- —Transfer on Death Deed statute
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.
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.
Get Started
Join Iowa attorneys using Statular for estate planning document automation.
7 days free · No credit card
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