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Iowa Estate Planning Legal Questions

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5 legal [2, *]questions have been posted about estate planning by real users in Iowa. Ask your question and dive into the knowledge of attorneys who handle your issue regularly. Similar topics to explore also include trusts and estates, powers of attorney, and charitable giving. All topics and other states can be accessed in the dropdowns below.

WHAT STATE DO I HIRE AN ATTORNEY

Answered 5 years and a month ago by attorney Terry Lynn Garrett   |   1 Answer   |  Legal Topics: Estate Planning
Terry Lynn Garrett
An estate is probated in the county in which the person died.  In most states, a beneficiary is not entitled to even ask for an accounting until over a year after the court appoints an executor.  This gives the executor time to file the final income tax return, assemble the assets and pay at least some of the creditors.  If a sufficient amount of time has passed, your Iowa probate attorney can demand an accounting.... Read Answer
An estate is probated in the county in which the person died.  In most states, a beneficiary is not entitled to even ask for an accounting until... Read Answer

My sister is executor

Answered 5 years and 4 months ago by attorney Terry Lynn Garrett   |   1 Answer   |  Legal Topics: Estate Planning
Terry Lynn Garrett
The attorney has no obligation to speak to you:  you are a beneficiary, not the executor. Once a Will has been submitted for probate (proving that it is the Will of the person who died), it becomes a public document.  If the court's file is not available online, you can ask the county probate clerk.  You can also check your state's timelines.  In most, enough time has passed that a beneficiary can request an accounting.  If it is not produced (usually within 30 days), the beneficiary can ask the court to replace the executor.... Read Answer
The attorney has no obligation to speak to you:  you are a beneficiary, not the executor. Once a Will has been submitted for probate (proving... Read Answer

Father passed away 02/04/ 2020 found out after closing father account that his girlfriend withdrew from his account for almost $14,000 after he died

Answered 5 years and 8 months ago by attorney Terry Lynn Garrett   |   1 Answer   |  Legal Topics: Estate Planning
Terry Lynn Garrett
The bank is required to file a Suspicious Activity Report and is at fault for disbursing funds to someone not entitled to them.  But you must become personal representative (executor or administrator) of your father's estate before you can bring an action.  If you have not done so, please contact a probate attorney who practices in the county in which your father lived.... Read Answer
The bank is required to file a Suspicious Activity Report and is at fault for disbursing funds to someone not entitled to them.  But you must... Read Answer

Who is qualified to evaluate estate planning and trusts

Answered 6 years and 11 months ago by attorney Terry Lynn Garrett   |   1 Answer   |  Legal Topics: Estate Planning
Terry Lynn Garrett
While you can (and should) consult an estate planning attorney (preferrably one who also practices elder law) and, if the size of your estate so indicates, a Certified Financial Planner, no one can assure that you will be comfortable until your death.  No one but you can control your spending.  No one can control your health or health or personal care costs.... Read Answer
While you can (and should) consult an estate planning attorney (preferrably one who also practices elder law) and, if the size of your estate so... Read Answer

How should I handle the stock certificates Mom owned when she died?

Answered 12 years and 11 months ago by attorney William R. Pelger   |   1 Answer   |  Legal Topics: Estate Planning
William R. Pelger
there are usually several options with stock and the company holding the shares can educate you on them. you can liquidate them and deposit the proceeds into the estate account. You can transfer them into the names of the heirs also. The compay will have different forms they will send to you for whatever option you choose. Along with the completed form they require a death certificate, a short certificate and sometimes a medallion signature from your bank.... Read Answer
there are usually several options with stock and the company holding the shares can educate you on them. you can liquidate them and deposit the... Read Answer
Estate Planning
Iowa

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