90th General Assembly · Funnel one-pager · Monday, November 9, 2026
SF 468: Relating to probate proceedings, including fiduciary and trustee duties, and including applicability provisions
Died when the session ended · The General Assembly adjourned on April 19, 2024. Bills that didn’t pass both chambers died.
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.
Sponsors
Judiciary (companion To Hf 232 By Committee on Judiciary) committee
Cost
No fiscal note
Senate subcommittee · named January 11, 2024
- Sen. Mike Bousselot (R) · mike.bousselot@legis.iowa.gov
- Sen. Herman C. Quirmbach (D) · herman.quirmbach@legis.iowa.gov
- Sen. J. Taylor
Lobbying · 3 for, 0 against
For: Iowa State Bar Association; Iowa Trust Association; The Iowa Academy of Trust and Estate Counsel
In plain words
- March 1, 2023Filed in the Senate
- March 1, 2023Approved by the Senate committee
- June 5, 2023Sent to the Senate Judiciary committee
- January 11, 2024Senate subcommittee named: Bousselot, Quirmbach and J. Taylor
From public records at legis.iowa.gov, compiled by Funnel (iowafunnel.com), an independent, nonpartisan site. Current as of Monday, November 9, 2026. https://iowafunnel.com/bills/90/SF468