HF 2366: Relating to probate law, including charitable organizations as named beneficiaries

What it does

This bill relates to probate law regarding charitable organizations designated as beneficiaries of an estate. The bill allows a charitable organization to present an affidavit to any person for the purpose of obtaining property, or information regarding property, owned by a decedent for which the charitable organization is a designated beneficiary. The bill provides the representations and requirements of the affidavit presented. The bill prohibits a person from requesting any additional personal information of an individual employed by, or serving on the board of, such charitable organization.

Senate subcommittee · named February 28, 2024

• Sen. Julian B. Garrett (R)
• Sen. Tom Shipley (R) · tom.shipley@legis.iowa.gov
• Sen. Janice Weiner (D) · janice.weiner@legis.iowa.gov

Lobbying · 2 for, 0 against

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

In plain words

1. February 7, 2024Filed in the House
2. February 26, 2024Passed the House, 95–0
3. February 27, 2024Arrived in the Senate
4. February 28, 2024Senate subcommittee named: Garrett, Shipley and Weiner
5. March 6, 2024Subcommittee recommended passing it
6. March 13, 2024Approved by the Senate committee
7. April 3, 2024Passed the Senate, 48–0
8. April 23, 2024Sent to the Governor
9. May 3, 2024Signed into law