SF 2364: Relating to probate and trust matters, including time limitations on actions, attorney fees, trust code proceedings and notice requirements, damages for wrongful death, and filing deadlines, and including effective date and applicability provisions

What it does

This bill relates to probate code and trust code matters, including time limitations on nontestamentary transfer actions, attorney fees, trust code proceedings, trust code notice requirements, damages for wrongful death, and probate report and inventory filing deadlines. The bill creates a period of limitations for nontestamentary transfers. The bill requires actions founded upon a decedent’s title to assets, beneficiary designations, or other nontestamentary transfers procured by tortious interference with inheritance, undue influence, fraud, or other wrongful conduct not involving fraud, to be brought within two years of the decedent’s death.

Senate subcommittee · named February 11, 2026

• Sen. Tom Shipley (R) · tom.shipley@legis.iowa.gov
• Sen. Matt Blake (D) · matt.blake@legis.iowa.gov
• Sen. Jeff Reichman (R) · jeff.reichman@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 11, 2026Filed in the Senate and sent to the Judiciary committee · as SSB 3157
2. February 11, 2026Senate subcommittee named: Shipley, Blake and Reichman · as SSB 3157
3. February 12, 2026Subcommittee recommended passing it · as SSB 3157
4. February 17, 2026Approved by the Senate committee, and given a new number: SF 2364 · as SSB 3157
5. February 18, 2026Filed in the Senate
6. February 18, 2026Approved by the Senate committee
7. April 6, 2026Withdrawn