Iowa Court Rules

Iowa Ct. R. 7.12 (2026)

Rule 7.12. Conservatorships; forms mandatory for self-represented litigants; confidential filings

✓ current as of August 2026

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Rule 7.12 Conservatorships; forms mandatory for self-represented litigants; confidential filings. 7.12(1) Forms mandatory for self-represented conservators. An individual serving as conservator for a conservatorship without attorney representation must use forms contained in this rule for required filings. An attorney may use these forms but is not required to do so. 7.12(2) Background check information confidential. A filing submitted to the court pursuant to Iowa Code section 633.564, including Rule 7.12—Form 2: Background Check Information for a Proposed Conservator of a Protected Person, is confidential. 7.12(3) Confidentiality of conservatorship plans, inventories, and reports. a. Conservator’s conservatorship plan, inventory, and reports are confidential. The following filings are confidential, except as otherwise provided by statute, the Iowa Court Rules, or the procedures set forth in this rule: (1) A conservatorship plan filed pursuant to Iowa Code section 633.670(1), including Rule 7.12—Form 5: Conservator’s Initial Plan or Amended Plan. (2) An inventory of the protected person’s assets filed pursuant to Iowa Code section 633.670(2), including Rule 7.12—Form 6: Inventory of Assets of Protected Person. (3) An annual report filed pursuant to Iowa Code section 633.670(3), including Rule 7.12— Form 7: Conservator’s Annual Report. (4) A final report filed pursuant to Iowa Code section 633.670(4), including Rule 7.12—Form 8: Conservator’s Final Report. b. Request for copy. Any person may request a copy of a conservatorship plan, inventory, or annual or final report filed in a conservatorship by filing Rule 7.12—Form 11: Request for Copy of Conservatorship Plan, Inventory, or Report. c. Limited access. A granted request entitles the requester to a single copy of the filing or filings specifically identified in the submitted form. It does not confer party status or participation rights and does not entitle the requester to any future filings. d. Continued access. A person who seeks continuing access to future filings must file a motion to intervene under the Iowa Rules of Civil Procedure governing intervention. e. Release authority. The clerk of court shall release the requested filing without a court order if the requester is named in the conservatorship petition under Iowa Code section 633.556(5) or (6), or would have been entitled to notice under section 633.556(9) at the time the petition was filed. Otherwise, the clerk of court shall forward the request to the court for entry of an order granting or denying the request. [Court Order December 12, 2019, temporarily effective December 12, 2019, permanently effective February 11, 2020; July 7, 2026, effective September 7, 2026]

Rule 7.12 — Form 1: Protected Information Disclosure