Detailed Answer
Requesting estate files from a county probate division in Iowa requires several key pieces of information. Estate files—also called probate records—document the administration of a deceased person’s assets. Iowa law deems these records public unless sealed by court order (Iowa Code §633.5).
1. Decedent Identification
- Full legal name of the decedent: Include any aliases or maiden names.
- Date of death: Month, day, and year.
- Last known address or county of residence: Helps narrow the correct county docket.
2. Probate Case Details (If Available)
- Case number or docket number: Located on any previous court notice or order.
- Date of filing: The date the petition for probate was filed.
3. Requestor Information
- Your name and contact details: Full name, mailing address, phone number, and email.
- Your relationship to the estate: Beneficiary, creditor, attorney, researcher, or other. Some records (like wills in preliminary stage) may require proof of standing.
4. Specific Records or Documents Desired
- Probate petition and letters testamentary or of administration.
- Inventory of assets, accountings, and distribution orders.
- Final decree or order closing the estate.
5. Preferred Delivery Method
- In-person inspection at the county courthouse.
- Certified or uncertified copies by mail.
- Electronic copies (if the county offers digital records).
6. Applicable Fees
Iowa Code authorizes reasonable copying and certification fees for public records (Iowa Code §22.7). Check the county clerk’s schedule—typically ¥1.00 per page for standard copies and additional charges for certification, mailing, or scanning.
Where and How to Submit Your Request
Submit your request to the Clerk of District Court in the county where probate was filed. Many Iowa counties offer online request portals or printed request forms. If you visit in person, the clerk’s office can guide you through the process.
Disclaimer: This article is for informational purposes only and does not constitute legal advice. Consult a qualified attorney for guidance specific to your situation.
Helpful Hints
- Contact the county clerk’s office by phone or email before you go. They can confirm hours, fees, and required forms.
- Have photocopies of your ID ready if you request certified documents.
- Search the Iowa Judicial Branch’s online records portal—some counties publish probates online.
- If you don’t know the county, search the decedent’s last residence or property location.
- Keep a record of your request date and any reference numbers provided.