Disclaimer: This content is for informational purposes and does not constitute legal advice. Consult a licensed attorney for advice tailored to your situation.
Detailed Answer
When you hire an attorney under an initial probate representation agreement in Iowa, the agreement typically defines the scope of tasks the lawyer will handle. These tasks often include:
- Initial client consultation: Discuss your situation, review the will, and identify the decedent’s assets and debts.
- Petition for probate: Prepare and file the application for probate administration under Iowa Code §633.1.
- Notice to heirs and creditors: Draft and serve statutory notices under Iowa Code §633.29.
- Bond filing: Arrange a fiduciary bond if required by Iowa Code §633.162.
- Inventory and appraisal: Compile and file the estate inventory under Iowa Code §633.41.
- Estate administration tasks: Manage routine administration activities such as paying bills, filing tax returns, and distributing assets.
- Court appearances: Represent you at hearings related to probate, including bond hearings and final distribution hearings.
The agreement should list fees for these services, whether on an hourly basis or a flat fee. Always review the fee schedule, retainer requirements, and any exclusions such as litigation or contested matters.
Helpful Hints
- Request a written fee schedule to understand billing rates and retainer terms.
- Confirm whether post-probate tasks (like tax audits or trust administration) require a new agreement.
- Ask for a clear description of “extraordinary services” that fall outside the initial scope.
- Keep copies of all filings and communications with your lawyer.
- Verify tasks covered by asking for an itemized scope in your agreement.