Iowa Last Will and Testament Form

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Iowa Last Will and Testament: What Is It?

In the state of Iowa, a Last Will and Testament is a legal document that is created by a Testator (the person creating the document) that ensures that his or her assets and property is properly passed down to the person or people of their choice once he or she is no longer living. For example, Sarah Smith may create a Last Will that leaves her entire estate to her two children, including her house, cars, digital assets, and all financial assets. In the same sense, Sarah may leave her entire estate to charity, or set up a trust, perhaps because one of her children requires special care. In the state of Iowa, a Last Will must be signed by two witnesses, as well as a Notary Public.


State Specific

Here are the relevant laws for Last Will and Testament Documents for the state of Iowa


Definition of Will - 633.3(36)


Laws - Chapter 633 (Probate Code)


Witnesses - According to Section 633.279, the Will must be signed by two (2) witnesses who are both present when the Testator signs.


Writing Your Will in the state of Iowa

Using your FormSwift Template, be sure to fill out all of the sections that pertain to you:


Your Information

  • Your Name
  • City and County of Residence

Marital Status

  • Single
  • Divorced
  • Engaged
  • Separated
  • Etc.

Pets, Property, and Life Insurance

  • Pets - Names, descriptions, etc.
  • Property - Address
  • Life Insurance - Policy number, contact number, company name, etc.

Children

State whether or not your children will be named as beneficiaries. If so, provide how much or what percentage of your assets they will each inherit.


Setting Up a Trust

Specify if you’d like to set up a trust for someone who may suffer from a disability or a mental illness and may require specialized care. Doing so can prevent any issues that may affect their ability to receive Supplemental Security Benefits or other government benefits.


Inheritance for Children Stipulations

  • State the age that children must be to start receiving benefits
  • Specify the age that children must be when benefits end
  • State the portion that will be received

Funeral Home

Provide:

  • Address
  • Contact information

Last Meal Instructions

  • List your specifications on your last meal

Appoint Your Executor

  • Name
  • Relationship to you

Appoint Your Alternate Executor

  • Name
  • Relationship to you

Who May Not Serve as Your Executor Under Any Circumstances

  • Name
  • Relationship to you

Appoint Your Trustee

  • Name
  • Relationship to you

Appoint Your Alternate Trustee

  • Name
  • Relationship to you

Appoint Digital Executor

  • Name
  • Relationship to you

Appoint Your Guardian for Minor Children & Conservator

Provide the following:

  • Name
  • Relationship to you

  • Name of Conservator (if applicable)
  • Relationship of Conservator (if applicable)

Name Additional Beneficiaries

  • Name
  • Relationship to you
  • Inheritance amount/percentage

Name Any Disinherited Individuals

  • Name
  • Relationship to you

Provide Information on Your Witnesses

  • Name
  • Relationship to you
  • Address
  • Telephone Number

In the state of Iowa, your witnesses must physically witness you signing your Last Will. Be sure that your Will is also notarized before submitting it to your attorney and other financial institutions.


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