RESOURCES

This page has information that may be of assistance in reviewing and updating your estate plan. Please check back for new items.

ALL OF THE FORMS PROVIDED ON THIS WEBSITE ARE FOR INFORMATION PURPOSES ONLY, and should be utilized only in consultation with legal counsel.

ESTATE PLANNING QUESTIONNAIRE can be used to provide information to your estate plan advisor (click link below):
Questionnaire
Additional pages for item descriptions should be attached as necessary.

REVOCABLE (“LIVING”) TRUSTS have become mainstream in estate planning. Information provided in this table:
Living Trust Chart

FORMS FOR MEDICAL DECISIONS–Provided by Iowa State Bar Association (click link):
Iowa Living Will
Iowa Living Will-Durable Medical Power of Attorney

FORM FOR FINANCIAL POWER OF ATTORNEY
Iowa Statutory Power of Attorney