How to Apply for Probate (IA)

Updated Mar 3, 2025

Show Table of Contents Applying for probate

One of the early steps in settling most estates is to apply for "probate" (i.e., ask the court for permission to legally represent and administer the estate, ultimately distributing its contents to the rightful recipients).

For non-lawyers, this step is commonly the most daunting of the entire settlement process: for one thing, it occurs at the beginning, when you are just figuring things out, and for another, instructions and rules can be scattered all over the place.

Don't worry: we'll make everything understandable, and give you the estate-specific guidance you need.

IA Application Process

There are several steps you must take to obtain the court's permission to represent and manage an IA estate.

Probate Application: In Iowa, you have 5 years from the death to start probate, but anyone in possession of the will is legally required to file the will with the court after being informed of the death (IA Code § 633.285).
- Iowa is one of only 2 states that require you to retain a lawyer for interactions with the probate court: your lawyer will prepare and submit the probate application for you (with plenty of help from you!).
- Save $$: If there is no will, or the will does not address the requirement for a probate bond, you may wish to avoid probate bond costs by attaching a Probate Bond Waiver from each heir (see Probate Bonds).
Probate Hearing: The court will hold a hearing to officially consider and approve your application. Often this hearing is just a formality, and you may not need to attend at all.
Probate Bond: If required by the court, you must obtain a probate bond to protect the estate from any losses you may cause (up to a certain dollar amount). Requirements for such a bond can depend on jurisdiction, whether there is a will, size of estate, whether you reside in the same state, and other factors. See Probate Bonds for advice on how to potentially avoid the need fo such a bond.
Objections: Note that interested parties have the right to legally challenge your application (before your official appointment, or even afterwards).
Letters: Once the court approves your application, you will receive your "Letters", which are certified documents you can use to prove your authority to third parties. If you applied for "probate", you will officially be known as the "executor" of the estate. If instead you applied for "administration", you will be known as the "administrator". Many states also use the term "personal representative" to cover both cases, sometimes deprecating the uses of the more precise terms.

Court Location

It can sometimes be difficult to determine which court to use for a given estate. The particular type of court that oversees the probate process varies by state: it may be a dedicated probate court, a circuit court, a superior court, a general county court, or something else.

In Iowa, the local District Court handles wills and estate probate.

Note that real property must be probated in the state in which it is physically located, so you may need to go through probate in multiple states.

Next Steps

Once you have been officially appointed and granted your Letters, you can begin the bulk of the estate administration and settlement process, keeping in mind that you now have a fiduciary duty to act in the best interests of the estate.

See our Complete Guide to Estate Settlement in IA for an overview of estate settlement in general, Probate for the court-supervised aspects of estate settlement in particular, and Timeline for an overview of tasks by time period.

If you are using EstateExec, it will automatically generate a list of detailed tasks for you to accomplish, based upon the particulars of your estate.