# Indiana HB 1088: Various probate matters. Indiana HB 1088, Various probate matters., is a First Regular Session 124th General Assembly (2025) House bill sponsored by Chris Jeter (Republican); status signed, last action 2025-04-10 (Public Law 50) (as of 2026-10-17). - Canonical: https://policyrisk.com/state-bill/IN-HB1088-2025 - As of: 2026-10-17 - Plain-text twin of the page above; the HTML and this file carry the same facts. ## Facts - Bill: Indiana HB 1088 - State: Indiana - Session: First Regular Session 124th General Assembly (2025) - Title: Various probate matters. - Status: signed - Chamber: House - Introduced: 2025-01-08 - Last action: 2025-04-10, Public Law 50 - Sponsor: Chris Jeter (Republican) - Cosponsors: 4 - Subjects: judiciary, the senate - Touches household money: no - Roll calls: 3 (233 yes, 1 no in all) - Economic provisions PRIA read: 3 ## Summary Clarifies that a personal representative or the personal representative's agent shall serve a written or electronic copy of the notice of the estate administration on a creditor of the decedent within one month of the notice being published. Requires the personal representative or the personal representative's agent to file and serve a new proposed notice with the clerk of court for a creditor that is served more than one month after the notice is published. Clarifies that a creditor that is served notice more than one month after the notice is published must file a claim against the estate within two months of the date of service of the notice. Provides a template for notice that is served more than one month after the notice is published. Allows a: (1) personal representative of an unsupervised estate; or (2) trustee of a trust; to distribute all or part of a decedent's interest in a retirement plan or retirement account without a court order. Defines a "direct postmortem transfer" as a transfer of an asset to a testamentary trust established in a will admitted to probate that meets certain conditions. Specifies that a direct postmortem transfer is a transfer of an asset or property to a trust established by a will for all purposes of the Social Security Act. Establishes that the effective date of the testamentary trust is the date of the decedent's death. Provides that a power of attorney authority to take certain actions concerning tax matters of the principal does not terminate upon the death of the principal. Specifies that this authority terminates upon the appointment of a personal representative. (The introduced version of this bill was prepared by the probate code study committee.) ## Bill overview: provisions PRIA read - Direct transfers to will-created trusts clarified: benefit, low. Beginning July 1, 2025, specified direct transfers to a trust created by a will take effect at death. The will must be admitted to probate, and IC 29-1-7-15.1(g) limits this rule. Covered transfers include life-insurance and annuity proceeds, beneficiary-designated retirement accounts, and employee… - More ways to inherit retirement accounts: benefit, low. Beginning July 1, 2025, Indiana estate representatives and trustees can transfer retirement-account interests to beneficiaries instead of cashing them out. They can transfer all or part of an interest. For estates, the estate must be a beneficiary of, or have an interest in, the retirement plan or… - Some agent actions bind heirs after death: mixed, low. Indiana protects actions taken in good faith under a written power of attorney without actual knowledge of the person's death. Unless otherwise invalid or unenforceable, those actions bind the person and those who inherit their interests. Some powers also continue after known death: those listed in… ## Sponsors and cosponsors - Sponsor: Chris Jeter (Republican), House - Cosponsor: Alex Zimmerman (Republican), House - Cosponsor: Eric Koch (Republican), Senate - Cosponsor: Liz Brown (Republican), Senate - Cosponsor: Robert Morris (Republican), House ## Roll call votes | Date | Chamber | Motion | Result | Yes | No | Other | | --- | --- | --- | --- | --- | --- | --- | | 2025-03-24 | House | House concurred with Senate amendments | pass | 95 | 0 | | | 2025-03-11 | Senate | Third reading: passed | pass | 49 | 1 | | | 2025-01-28 | House | Third reading: passed | pass | 89 | 0 | | ## Actions (22) - 2025-04-10: Public Law 50 (House) - 2025-04-10: Signed by the Governor (House) - 2025-04-03: Signed by the President of the Senate (Senate) - 2025-03-27: Signed by the President Pro Tempore (Senate) - 2025-03-27: Signed by the Speaker (House) - 2025-03-24: House concurred with Senate amendments; Roll Call 302: yeas 95, nays 0 (House) - 2025-03-20: Motion to concur filed (House) - 2025-03-12: Returned to the House with amendments (Senate) - 2025-03-11: Third reading: passed; Roll Call 224: yeas 49, nays 1 (Senate) - 2025-03-10: Second reading: amended, ordered engrossed (Senate) - 2025-03-10: Amendment #1 (Brown L) prevailed; voice vote (Senate) - 2025-03-06: Committee report: do pass, adopted (Senate) - 2025-02-18: First reading: referred to Committee on Judiciary (Senate) - 2025-01-29: Referred to the Senate (House) - 2025-01-28: Representatives Morris and Zimmerman added as coauthors (House) - 2025-01-28: Cosponsor: Senator Koch (House) - 2025-01-28: Senate sponsor: Senator Brown L (House) - 2025-01-28: Third reading: passed; Roll Call 24: yeas 89, nays 0 (House) - 2025-01-27: Second reading: ordered engrossed (House) - 2025-01-21: Committee report: amend do pass, adopted (House) - 2025-01-08: Authored by Representative Jeter (House) - 2025-01-08: First reading: referred to Committee on Judiciary (House) ## Bill text - Engrossed House Bill (H): [PDF](https://api.iga.in.gov/2025/bills/HB1088/versions/HB1088.04.ENGS?format=pdf) - Enrolled House Bill (H): [PDF](https://api.iga.in.gov/2025/bills/HB1088/versions/HB1088.05.ENRS?format=pdf) - House Bill (S): [PDF](https://api.iga.in.gov/2025/bills/HB1088/versions/HB1088.02.COMH?format=pdf), [PDF](https://api.iga.in.gov/2025/bills/HB1088/versions/HB1088.03.COMS?format=pdf) - Introduced House Bill (H): [PDF](https://api.iga.in.gov/2025/bills/HB1088/versions/HB1088.01.INTR?format=pdf) ## Related bills - SB 324: Criminal procedures. (signed) - SB 231: Various corrections matters. (signed) - SB 80: Code publication. (signed) - SB 453: Various tax matters. (signed) - SB 464: Financial institutions and consumer credit. (signed) - SB 371: Workforce matters. (signed) ## Sources - [Engrossed House Bill (H) (PDF)](https://api.iga.in.gov/2025/bills/HB1088/versions/HB1088.04.ENGS?format=pdf) - [Enrolled House Bill (H) (PDF)](https://api.iga.in.gov/2025/bills/HB1088/versions/HB1088.05.ENRS?format=pdf) - [House Bill (S) (PDF)](https://api.iga.in.gov/2025/bills/HB1088/versions/HB1088.02.COMH?format=pdf) - [House Bill (S) (PDF)](https://api.iga.in.gov/2025/bills/HB1088/versions/HB1088.03.COMS?format=pdf) - [Introduced House Bill (H) (PDF)](https://api.iga.in.gov/2025/bills/HB1088/versions/HB1088.01.INTR?format=pdf) ## Related - [SB 324: Criminal procedures.](https://policyrisk.com/state-bill/IN-SB324-2025) - [SB 231: Various corrections matters.](https://policyrisk.com/state-bill/IN-SB231-2025) - [SB 80: Code publication.](https://policyrisk.com/state-bill/IN-SB80-2025) - [SB 453: Various tax matters.](https://policyrisk.com/state-bill/IN-SB453-2025) - [SB 464: Financial institutions and consumer credit.](https://policyrisk.com/state-bill/IN-SB464-2025) - [SB 371: Workforce matters.](https://policyrisk.com/state-bill/IN-SB371-2025) - [Indiana bills](https://policyrisk.com/states/indiana/bills) - [Indiana state hub](https://policyrisk.com/states/indiana) - [All state legislation](https://policyrisk.com/state-bills) Source: PRIA, https://policyrisk.com/state-bill/IN-HB1088-2025 (as of 2026-10-17).