HF 232: Relating to probate proceedings, including fiduciary and trustee duties, and including applicability provisions

What it does

This bill relates to probate proceedings. The bill allows a fiduciary to present a written request to any person for the purpose of obtaining information about the property owned by the decedent or protected person that has passed or will pass by beneficiary designation or joint tenancy ownership. The written request needs to be dated and affirmed under penalty of perjury to be true and correct. Under current law, a certified copy of a will is provided to the executor by the clerk of court upon the will being admitted into probate.

Senate subcommittee · named February 20, 2023

• Sen. J. Taylor
• Sen. Scott Webster (R) · scott.webster@legis.iowa.gov
• Sen. Janice Weiner (D) · janice.weiner@legis.iowa.gov

Lobbying · 3 for, 0 against

For: Iowa State Bar Association; Iowa Trust Association; The Iowa Academy of Trust and Estate Counsel

In plain words

1. February 8, 2023Filed in the House
2. February 15, 2023Passed the House, 99–0
3. February 16, 2023Arrived in the Senate
4. February 20, 2023Senate subcommittee named: J. Taylor, Webster and Weiner
5. March 8, 2023Subcommittee recommended passing it with changes
6. March 23, 2023Approved by the Senate committee
7. May 3, 2023Passed the Senate, 48–0
8. May 3, 2023Passed the House, 93–0
9. May 9, 2023Sent to the Governor
10. June 1, 2023Signed into law