Iowa Code

Iowa Code § 633A.4309 (2026)

Language invoking prudent investor rule

✓ current as of July 2026

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The following terms or comparable language in the provisions of a trust, unless otherwise limited or modified, authorizes any investment or strategy permitted under this trust code:

1. Investments permissible by law for investment of trust funds.

2. Legal investments.

3. Authorized investments.

4. Using the judgment and care under the circumstances then prevailing that persons of prudence, discretion, and intelligence exercise in the management of their own affairs, not in regard to speculation but in regard to the permanent disposition of their funds, considering the probable income as well as the probable safety of their capital.

5. Prudent man rule.

6. Prudent trustee rule.

7. Prudent person rule.

8. Prudent investor rule. 99 Acts, ch 125, §70, 109 C2001, §633.4309 \n Tue Dec 09 21:58:51 2025 Iowa Code 2026, Chapter 633A (54, 0) §633A.4309, IOWA TRUST CODE 34\n\n 2005 Acts, ch 38, §54 CS2005, §633A.4309\n\n PART 4 POWERS OF TRUSTEES \n

Notes of Decisions

Cited in 1 case (1 in the last 5 years), 2021–2021 · leading case: Mary Elizabeth Slezak v. Carl W. Matherly (Iowa Ct. App. 2021).

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Mary Elizabeth Slezak v. Carl W. Matherly (Iowa Ct. App. 2021). · cites it 3× “” Iowa Code § 633A.4309. None of the listed language appears in article seven.”

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