Iowa Code

Iowa Code § 633.641 (2026)

Duties of conservator

✓ current as of July 2026

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1. A conservator is a fiduciary and has duties of prudence and loyalty to the protected person. 2. In investing and selecting specific property for distribution, a conservator shall consider any estate plan or other donative, nominative, or appointive instrument of the protected person, known to the conservator. 3. If a protected person has executed a valid power of attorney under chapter 633B, the conservator shall act in accordance with the applicable provisions of section 633B.108. 4. The conservator shall report to the department of health and human services the protected person’s assets and income, if the protected person is receiving medical assistance under chapter 249A. Such reports shall be made upon establishment of a conservatorship for an individual applying for or receiving medical assistance, upon application for benefits on behalf of the protected person, upon annual or semiannual review of continued medical assistance eligibility, when any significant change in the protected person’s assets or income occurs, or as otherwise requested by the department of health and human services. Written reports shall be provided to the department of health and human services office for the\n\nTue Dec 09 21:59:22 2025 Iowa Code 2026, Chapter 633 (154, 4) §633.641, PROBATE CODE 130\n\ncounty in which the protected person resides or the office in which the protected person’s medical assistance is administered. [C51, §1499; R60, §2551; C73, §2250; C97, §3200; S13, §3228-d; C24, 27, 31, 35, 39, §12581, 12640; C46, 50, 54, 58, 62, §668.9, 671.9; C66, 71, 73, 75, 77, 79, 81, §633.641] 94 Acts, ch 1112, §2; 2019 Acts, ch 57, §32, 43, 44; 2019 Acts, ch 59, §220; 2023 Acts, ch 19, §1282; 2024 Acts, ch 1009, §28

Notes of Decisions

Cited in 15 cases (2 in the last 5 years), 1972–2023 · leading case: Alcor Life Extension Found. v. Richardson, 785 N.W.2d 717 (Iowa Ct. App. 2010).

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Alcor Life Extension Found. v. Richardson, 785 N.W.2d 717 (Iowa Ct. App. 2010). · cites it 2× “Given the size of the check (nearly $5000), we find it implausible that David and Darlene would have paid no attention to the identity of the party that issued it and its reasons for doing so.”

In re Conservatorship of Peters, 447 N.W.2d 412 (Iowa Ct. App. 1989). · cites it 4× “Iowa Code § 633.641 . Except as modified by statute, conservators have the powers that all fiduciaries have.”

Iowa Supreme Court Attorney Disciplinary Bd. v. Richard J. Murphy, 800 N.W.2d 37 (Iowa 2011). “§ 633.641. The ward has no general power to convey or dispose of property once a conservator-ship is established unless authorized by the court.”

Matter of Guard. & Conservatorship of Cerven, 334 N.W.2d 337 (Iowa Ct. App. 1983). · cites it 2× “See Iowa Code §§ 633.641 , .646,.647, .649 (1981).”

In the Matter of the Conservatorship of Rose v. Alessio, Michael a. Leo, of the Est. of Rose v. Alessio v. First Cmty. Trust, N.A., 803 N.W.2d 656 (Iowa 2011). “162 contain the general provisions for qualification, appointment, substitution, and removal of fiduciaries, while sections 633.641 through 633.652 detail the specific duties and powers of a conservator.”

Matter of Conservatorship of Rininger, 500 N.W.2d 47 (Iowa 1993). · cites it 2× “Iowa Code § 633.641 ; In re Guardianship & Conservatorship of Cerven, 334 N.”

In the Matter of the Guardianship & Conservatorship of Marvin M. Jorgensen (Iowa Ct. App. 2020). · cites it 17× “Iowa Code § 633.641 (emphasis added). As its words make clear, section 633.”

Suplee v. Stonebraker, 195 N.W.2d 678 (Iowa 1972). “He is charged with protecting and preserving such property and properly accounting for it (§ 633.641). After the appointment the ward cannot dispose of property except by will, and then only if he has the requisite testamentary capacity (§ 633.”

Peoples State Bank v. Cerven, 334 N.W.2d 337 (Iowa Ct. App. 1983). · cites it 2× “See Iowa Code §§ 633.641 , .646, .647, .649 (1981).”

In the Matter of the Guarianship & Conservatorship of Mabelle L. Raska (Iowa Ct. App. 2019). · cites it 4× “§ 633.641. The guardian ad litem’s argument connects the fiduciary duties owed by a conservator pursuant to Iowa Code section 633.”

In the Matter of the Guardianship & Conservatorship of Marvin M. Jorgensen (Iowa 2021). · cites it 3× “, Iowa Code §§ 633.641 (2017) (prescribing the duties of a conservator), .”

Jeffrey S. Bittner v. U.S. Bank Nat'l Ass'n (Iowa 2023). · cites it 2× “” Iowa Code § 633.641 (1). The conservator’s attorney fees are themselves subject to court approval.”

Show all 15 citing cases →

— Iowa Code § 633.641(1) — 1 case

State of Iowa v. Tiffani Marie Finch (Iowa Ct. App. 2020).

— Iowa Code § 633.641(2) — 1 case

In the Matter of the Guardianship & Conservatorship of Marvin M. Jorgensen (Iowa 2021). “, Iowa Code §§ 633.641 (2017) (prescribing the duties of a conservator), .”

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