SSB 1067: SSB 1067

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 January 23, 2023

• Sen. Mike Bousselot (R) · mike.bousselot@legis.iowa.gov
• Sen. Herman C. Quirmbach (D) · herman.quirmbach@legis.iowa.gov
• Sen. Jeff Taylor (R) · jeff.taylor@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. January 23, 2023Filed in the Senate and sent to the Judiciary committee
2. January 23, 2023Senate subcommittee named: Bousselot, Quirmbach, Taylor and J
3. February 23, 2023Subcommittee recommended passing it
4. March 1, 2023Approved by the Senate committee, and given a new number: SF 468