May 12, 2017

I'm almost certain Iowa docs has a form for this.

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Yes. Hot Docs has an Affidavit for Distribution of Personal Property.   (Form# P303 attached for your review)

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Yes, Iowa allows for use of an affidavit for probate assets of $25,000 total value or less.  It’s in chapter 633.

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Maybe an affidavit under Iowa Code 633.356?

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I represent a decedent, most of whose assets were in Trust.  The only item outside of the Trust was a small insurance policy of about $3,000 payable to the Estate.

We filed a notice to creditors so we could file the will with the court, but did not foresee needing any court involvement.

In Illinois, I can simply use a Small Estate Affidavit with a copy of the pour-over will and death certificate to cash the check into the Trust account. 

Is there a similar process for Iowa?  Would someone mind sharing a form?  IowaDocs only shows me the court filings for a small estate.   I’d prefer to keep this out of court to reduce cost.

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