House File 2564 H-8169 Amend House File 2564 as follows: 1 1. By striking everything after the enacting clause and 2 inserting: 3 < DIVISION I 4 ADULT AND MINOR GUARDIANSHIPS AND CONSERVATORSHIPS 5 Section 1. Section 232D.103, Code 2020, is amended to read 6 as follows: 7 232D.103 Jurisdiction. 8 The juvenile court has exclusive jurisdiction in a 9 guardianship proceeding concerning a minor who is alleged to be 10 in need of a guardianship , and guardianships of minors . 11 Sec. 2. Section 232D.105, subsection 1, Code 2020, is 12 amended to read as follows: 13 1. A petition alleging that a minor is in need of a 14 conservatorship is not subject to this chapter . Such 15 proceedings shall be governed by chapter 633 and may be 16 initiated pursuant to section 633.627 633.557 . 17 Sec. 3. Section 232D.301, subsection 2, paragraph d, 18 subparagraph (3), Code 2020, is amended to read as follows: 19 (3) Any adult who has had the primary care of the minor or 20 with whom the minor has lived for at least six months prior to 21 immediately preceding the filing of the petition. 22 Sec. 4. Section 232D.302, subsection 2, Code 2020, is 23 amended to read as follows: 24 2. Notice shall be served upon the minor’s known parents 25 listed in the petition in accordance with the rules of civil 26 procedure. If a parent has not filed an affidavit consenting 27 to the appointment of a guardian, the notice shall inform 28 the minor’s known parents listed in the petition that the 29 parents are entitled to representation if the parents meet the 30 conditions of section 232D.304. 31 Sec. 5. Section 232D.305, subsection 1, Code 2020, is 32 amended to read as follows: 33 1. The court may appoint any qualified person as a court 34 visitor for the minor who has demonstrated sufficient knowledge 35 -1- HF2564.3945 (1) 88 (amending this HF 2564 to CONFORM to SF 2321) as/jh 1/ 34 #1.

to appropriately perform the duties that the court directs . 1 Sec. 6. Section 232D.305, Code 2020, is amended by adding 2 the following new subsection: 3 NEW SUBSECTION . 6. A court visitor shall be discharged 4 from all further duties upon the appointment of a guardian or 5 conservator, unless further ordered by the court. The court 6 may order a court visitor to continue to serve if the court 7 determines continued service would be in the best interest of 8 the protected person. If the court continues the service of 9 the court visitor, the court may limit the direct duties of the 10 court visitor as the court deems necessary. The court visitor 11 shall thereafter continue to serve until discharged by the 12 court. 13 Sec. 7. Section 232D.306, Code 2020, is amended by adding 14 the following new subsection: 15 NEW SUBSECTION . 4. A hearing on the petition may be 16 recorded if a court reporter is not used. 17 Sec. 8. Section 232.309, Code 2020, is amended by adding the 18 following new subsection: 19 NEW SUBSECTION . 8. The court may order an extension of 20 the temporary guardianship for thirty days for good cause 21 shown, including a showing that a hearing on a petition for a 22 guardianship under section 232D.301 cannot be scheduled within 23 thirty days after the order for a temporary guardianship is 24 ordered. Prior to or contemporaneously with the filing for an 25 application for the extension of time, the guardian shall file 26 a report with the court setting forth all of the following: 27 a. All actions conducted by the guardian on behalf of the 28 protected person from the time of the initial appointment of 29 the guardian up to the time of the report. 30 b. All actions that the guardian plans to conduct on behalf 31 of the protected person during the thirty day extension period. 32 Sec. 9. Section 232D.401, subsection 1, Code 2020, is 33 amended to read as follows: 34 1. The order by the court appointing a guardian for a minor 35 -2- HF2564.3945 (1) 88 (amending this HF 2564 to CONFORM to SF 2321) as/jh 2/ 34

shall state the basis for the order and the date on which the 1 first reporting period for the guardianship shall end . 2 Sec. 10. Section 232D.401, subsection 3, unnumbered 3 paragraph 1, Code 2020, is amended to read as follows: 4 An order by the court appointing a guardian for a minor shall 5 state the powers granted to the guardian. Except as otherwise 6 limited by court order, the court may grant the guardian the 7 following powers , which may be exercised without prior court 8 approval : 9 Sec. 11. Section 232D.501, subsection 1, paragraph a, Code 10 2020, is amended by adding the following new subparagraph: 11 NEW SUBPARAGRAPH . (2A) The guardian’s plan, if any, for 12 applying for and receiving funds and benefits payable for the 13 support of the minor. 14 Sec. 12. Section 232D.501, subsection 1, paragraph b, Code 15 2020, is amended by adding the following new subparagraph: 16 NEW SUBPARAGRAPH . (11) The results of the guardian’s 17 efforts to apply for funds or benefits on behalf of the 18 protected person. 19 Sec. 13. Section 232D.501, Code 2020, is amended by adding 20 the following new subsection: 21 NEW SUBSECTION . 5. The failure of a guardian to timely 22 make a report required under subsection 1 shall be reported by 23 the clerk of the court to the court for an order to enforce 24 compliance with the filing requirements. 25 Sec. 14. NEW SECTION . 232D.506 Confidentiality. 26 1. Official juvenile court records in guardianship 27 proceedings shall be confidential and are not public records. 28 2. Confidential records may be inspected and their contents 29 shall be disclosed to the following without a court order, 30 provided that a person or entity who inspects or receives a 31 confidential record under this subsection shall not disclose 32 the confidential record or its contents unless required by law: 33 a. The judge and professional court staff. 34 b. The protected person and the protected person’s attorney. 35 -3- HF2564.3945 (1) 88 (amending this HF 2564 to CONFORM to SF 2321) as/jh 3/ 34

c. The protected person’s parent, guardian, custodian, court 1 visitor, and any attorney representing such person. 2 3. Confidential records may be inspected and their contents 3 shall be disclosed to the following with a court order, 4 provided that a person or entity who inspects or receives a 5 confidential record under this subsection shall not disclose 6 the confidential record or its contents unless required by law: 7 a. A person or entity conducting bona fide research on minor 8 guardianships. 9 b. A person or entity for good cause shown. 10 Sec. 15. Section 633.556, subsections 4, 5, and 8, Code 11 2020, are amended to read as follows: 12 4. The petition shall list the name and address of the 13 petitioner and the petitioner’s relationship to the respondent. 14 following: 15 a. The name and address of the respondent. 16 b. The petitioner and the petitioner’s relationship to the 17 respondent. 18 c. The name and address of the proposed guardian or 19 conservator and the reason the proposed guardian or conservator 20 should be selected. 21 5. The petition shall list the name and address, to the 22 extent known, of the following: 23 a. The name and address of the proposed guardian and the 24 reason the proposed guardian should be selected. 25 b. a. Any spouse of the respondent. 26 c. b. Any adult children of the respondent. 27 d. c. Any parents of the respondent. 28 e. d. Any adult, who has had the primary care of the 29 respondent or with whom the respondent has lived for at least 30 six months prior to immediately preceding the filing of the 31 petition, or any institution or facility where the respondent 32 has resided for at least six months prior to the filing of the 33 petition. 34 f. e. Any legal representative or representative payee of 35 -4- HF2564.3945 (1) 88 (amending this HF 2564 to CONFORM to SF 2321) as/jh 4/ 34

the respondent. 1 g. f. Any person designated as an attorney in fact in a 2 durable power of attorney for health care which is valid under 3 chapter 144B , or any person designated as an agent in a durable 4 power of attorney which is valid under chapter 633B . 5 8. The petition shall provide a brief description of 6 the respondent’s alleged functional limitations that make 7 the respondent unable to communicate or carry out important 8 decisions concerning the respondent’s financial affairs. 9 Sec. 16. Section 633.558, subsection 3, Code 2020, is 10 amended to read as follows: 11 3. Notice of the filing of a petition given to persons under 12 subsections subsection 2 and 3 shall include a statement that 13 such persons may register to receive notice of the hearing 14 on the petition and other proceedings and the manner of such 15 registration. 16 Sec. 17. Section 633.560, subsection 3, Code 2020, is 17 amended to read as follows: 18 3. The court shall require the proposed guardian or 19 conservator to attend the hearing on the petition but the court 20 may excuse the proposed guardian’s or conservator’s attendance 21 for good cause shown. 22 Sec. 18. Section 633.561, subsection 4, paragraphs c and f, 23 Code 2020, are amended to read as follows: 24 c. Ensure that the respondent has been properly advised of 25 the respondent’s rights in a guardianship or conservatorship 26 proceeding. 27 f. Ensure that the guardianship or conservatorship 28 procedures conform to the statutory and due process 29 requirements of Iowa law. 30 Sec. 19. Section 633.561, subsection 5, paragraphs a and b, 31 Code 2020, are amended to read as follows: 32 a. Inform the respondent of the effects of the order entered 33 for appointment of guardian or conservator . 34 b. Advise the respondent of the respondent’s rights to 35 -5- HF2564.3945 (1) 88 (amending this HF 2564 to CONFORM to SF 2321) as/jh 5/ 34

petition for modification or termination of the guardianship 1 or conservatorship . 2 Sec. 20. Section 633.561, subsection 6, Code 2020, is 3 amended to read as follows: 4 6. If the court determines that it would be in the 5 respondent’s best interest to have legal representation 6 with respect to any further proceedings in a guardianship 7 or conservatorship, the court may appoint an attorney to 8 represent the respondent at the expense of the respondent or 9 the respondent’s estate, or if the respondent is indigent the 10 cost of the court appointed attorney shall be assessed against 11 the county in which the proceedings are pending. 12 Sec. 21. Section 633.562, subsection 1, Code 2020, is 13 amended to read as follows: 14 1. If the court determines that the appointment of a court 15 visitor would be in the best interest of the respondent, the 16 court shall appoint a court visitor at the expense of the 17 respondent or the respondent’s estate, or, if the respondent 18 is indigent, the cost of the court visitor shall be assessed 19 against the county in which the proceedings are pending. The 20 court may appoint any qualified person as a court visitor , 21 who has demonstrated sufficient knowledge to appropriately 22 perform the duties that the court directs, in a guardianship 23 or conservatorship proceeding. 24 Sec. 22. Section 633.562, subsection 5, paragraphs a and b, 25 Code 2020, are amended to read as follows: 26 a. A recommendation regarding the appropriateness of a 27 limited guardianship or conservatorship for the respondent, 28 including whether less restrictive alternatives are available. 29 b. A statement of the qualifications of the guardian or 30 conservator together with a statement of whether the respondent 31 has expressed agreement with the appointment of the proposed 32 guardian or conservator. 33 Sec. 23. Section 633.562, Code 2020, is amended by adding 34 the following new subsection: 35 -6- HF2564.3945 (1) 88 (amending this HF 2564 to CONFORM to SF 2321) as/jh 6/ 34

NEW SUBSECTION . 7. A court visitor shall be discharged 1 from all further duties upon appointment of a guardian or 2 conservator, unless further ordered by the court. The court 3 may order a court visitor to continue to serve if the court 4 determines continued service would be in the best interest of 5 the protected person. If the court continues the service of 6 the court visitor, the court may limit the direct duties of the 7 court visitor as the court deems necessary. The court visitor 8 shall thereafter continue to serve until discharged by the 9 court. 10 Sec. 24. Section 633.563, subsection 7, unnumbered 11 paragraph 1, Code 2020, is amended to read as follows: 12 The results of the evaluation ordered by the court shall be 13 made available to filed with the court and made available to 14 the following: 15 Sec. 25. Section 633.564, subsection 1, Code 2020, is 16 amended to read as follows: 17 1. The court shall request criminal record checks and 18 checks of the child abuse, dependent adult abuse, and sexual 19 offender registries in this state for all proposed guardians 20 and conservators, other than financial institutions with Iowa 21 trust powers , unless a proposed guardian or conservator has 22 undergone the required background checks under this section 23 within the twelve months prior to the filing of a petition . 24 Sec. 26. Section 633.569, subsections 1, 2, and 3, Code 25 2020, are amended to read as follows: 26 1. A person authorized to file a petition under section 27 633.552 , 633.553 , or 633.554 633.556 or 633.557 may file an 28 application for the emergency appointment of a temporary 29 guardian or conservator. 30 2. Such application shall state all of the following: 31 a. The name and address of the respondent. 32 b. The name and address of the petitioner. 33 b. c. The name and address of the proposed guardian or 34 conservator and the reason the proposed guardian or conservator 35 -7- HF2564.3945 (1) 88 (amending this HF 2564 to CONFORM to SF 2321) as/jh 7/ 34

should be selected. 1 d. The names and addresses, to the extent known, of any 2 other person who must be named in the petition for appointment 3 of a guardian or conservator under section 633.556 or 633.557. 4 c. e. The reason the emergency appointment of a temporary 5 guardian or conservator is sought. 6 3. The court may enter an ex parte order appointing a 7 temporary guardian or conservator on an emergency basis under 8 this section if the court finds that all of the following 9 conditions are met: 10 a. There is not sufficient time to file a petition and hold 11 a hearing pursuant to section 633.552 , 633.553 , or 633.554 12 633.556 or 633.557 . 13 b. The appointment of a temporary guardian or conservator 14 is necessary to avoid immediate or irreparable harm to the 15 respondent. 16 c. There is reason to believe that the basis for appointment 17 of guardian or conservator exists under section 633.552 , 18 633.553 , or 633.554 633.556 or 633.557 . 19 Sec. 27. Section 633.569, Code 2020, is amended by adding 20 the following new subsections: 21 NEW SUBSECTION . 8. The court may order an extension of 22 the temporary guardianship or conservatorship for thirty days 23 for good cause shown, including a showing that a hearing on a 24 petition for a guardianship or conservatorship under section 25 633.556 or 633.557 cannot be scheduled within thirty days after 26 the order for a temporary guardianship or conservatorship is 27 ordered. Prior to or contemporaneously with the filing for 28 an application for the extension of time, the guardian or 29 conservator shall file a report with the court setting forth 30 all of the following: 31 a. All actions conducted by the guardian or conservator on 32 behalf of the protected person from the time of the initial 33 appointment of the guardian up to the time of the report. 34 b. All actions that the guardian or conservator plans to 35 -8- HF2564.3945 (1) 88 (amending this HF 2564 to CONFORM to SF 2321) as/jh 8/ 34

conduct on behalf of the protected person during the thirty-day 1 extension period. 2 NEW SUBSECTION . 9. The temporary guardian or conservator 3 shall submit any report the court requires. 4 Sec. 28. Section 633.570, subsections 1 and 2, Code 2020, 5 are amended to read as follows: 6 1. In a proceeding for the appointment of a guardian, 7 the respondent shall be given written notice which advises 8 the respondent of the powers that that the court may grant 9 a guardian may exercise without court approval pursuant to 10 the powers set out in section 633.635, subsection 2 , and the 11 powers that the guardian may exercise only with court approval 12 pursuant to set out in section 633.635, subsection 3 . 13 2. In a proceeding for the appointment of a conservator, 14 the respondent shall be given written notice which advises the 15 respondent of the powers that the court may grant a conservator 16 may exercise without court approval pursuant to the powers set 17 out in section 633.646 and the powers that the guardian may 18 exercise only with court approval pursuant to section 633.647 19 633.642 . 20 Sec. 29. Section 633.635, subsection 1, Code 2020, is 21 amended to read as follows: 22 1. The order by the court appointing a guardian shall state 23 the basis for the guardianship pursuant to section 633.552 24 and the date on which the first reporting period for the 25 guardianship shall end . 26 Sec. 30. Section 633.635, subsection 2, unnumbered 27 paragraph 1, Code 2020, is amended to read as follows: 28 Based upon the evidence produced at the hearing, the court 29 may grant a guardian the following powers and duties with 30 respect to a protected person which may be exercised without 31 prior court approval : 32 Sec. 31. Section 633.635, subsection 3, unnumbered 33 paragraph 1, Code 2020, is amended to read as follows: 34 A Notwithstanding subsection 2, a guardian may be granted 35 -9- HF2564.3945 (1) 88 (amending this HF 2564 to CONFORM to SF 2321) as/jh 9/ 34

the following powers which may only be exercised upon court 1 approval: 2 Sec. 32. Section 633.641, subsection 3, Code 2020, is 3 amended to read as follows: 4 3. If a protected person has executed a valid power of 5 attorney under chapter 633B , the conservator shall act in 6 accordance with the applicable provisions of chapter 633B If 7 the court appoints a conservator for a protected person 8 who has previously executed a valid power of attorney under 9 chapter 633B, the power of attorney is suspended unless the 10 power of attorney provides otherwise or the court appointing 11 the conservator orders that the power of attorney should 12 continue. If the power of attorney continues, the agent is 13 accountable to the conservator as well as to the principal. 14 The power of attorney shall be reinstated upon termination of 15 the conservatorship as a result of the principal regaining 16 capacity . 17 Sec. 33. Section 633.642, unnumbered paragraph 1, Code 18 2020, is amended to read as follows: 19 Except as otherwise ordered by the court , and except 20 for those powers relating to all fiduciaries as set out in 21 sections 633.63 through 633.162 which may be exercised without 22 approval of the court unless expressly modified by the court , 23 a conservator must give notice to persons entitled to notice 24 and receive specific prior authorization by the court before 25 the conservator may take any other action on behalf of the 26 protected person. These other powers Powers requiring court 27 approval include but are not limited to the authority of the 28 conservator to: 29 Sec. 34. Section 633.669, Code 2020, is amended to read as 30 follows: 31 633.669 Reporting requirements —— assistance by clerk Reports 32 by guardians . 33 1. A guardian appointed by the court under this chapter 34 shall file with the court the following written verified 35 -10- HF2564.3945 (1) 88 (amending this HF 2564 to CONFORM to SF 2321) as/jh 10/ 34

reports which shall not be waived by the court: 1 a. An initial care plan filed within sixty days of 2 appointment. The information in the initial care plan shall 3 include but not be limited to the following information: 4 (1) The current residence of the protected person and the 5 guardian’s plan for the protected person’s living arrangements. 6 (2) The current sources of payment for the protected 7 person’s living expenses and other expenses, and the guardian’s 8 plan for payment of the protected person’s living expenses and 9 other expenses. 10 (3) The protected person’s health status and health care 11 needs, and the guardian’s plan for meeting the protected 12 person’s needs for medical, dental, and other health care 13 needs. 14 (3A) Whether the protected person has a living will or 15 health care power of attorney. 16 (4) If applicable, the protected person’s need for other 17 professional services for mental, behavioral, or emotional 18 health, and the guardian’s plan for other professional services 19 needed by the protected person. 20 (5) If applicable, the protected person’s employment 21 status, the protected person’s need for educational, training, 22 or vocational services, and the guardian’s plan for meeting the 23 educational, training, and vocational needs of the protected 24 person. 25 (6) If applicable, the guardian’s plan for facilitating the 26 participation of the protected person in social activities. 27 (7) The guardian’s plan for facilitating contacts between 28 the protected person and the protected person’s family members 29 and other significant persons significant in the life of the 30 protected person . 31 (8) The guardian’s plan for contact with, and activities on 32 behalf of, the protected person. 33 (9) The powers that the guardian requests to carry out the 34 initial care plan. 35 -11- HF2564.3945 (1) 88 (amending this HF 2564 to CONFORM to SF 2321) as/jh 11/ 34

(10) The guardian shall file an amended plan when there 1 has been a significant change in the circumstances or the 2 guardian seeks to deviate significantly from the plan. The 3 guardian must obtain court approval of the amended plan before 4 implementing any of its provisions. 5 b. An annual report, filed within sixty days of the close 6 of the reporting period , unless the court otherwise orders on 7 good cause shown . The information in the annual report shall 8 include but not be limited to the following information: 9 (1) The current living arrangements of the protected 10 person. 11 (2) The sources of payment for the protected person’s living 12 expenses and other expenses. 13 (3) A description, if applicable, of the following: 14 (a) The protected person’s physical and mental health 15 status and the medical, dental, and other professional health 16 services provided to the protected person. 17 (b) If applicable, the protected person’s employment status 18 and the educational, training, and vocational services provided 19 to the protected person. 20 (0c) The guardian’s facilitation of the participation of 21 the protected person in social activities. 22 (c) The contact of the protected person with family members 23 and other significant persons. 24 (d) The nature and extent of the guardian’s visits with, and 25 activities on behalf of, the protected person. 26 (04) The guardian’s changes to the care plan for the 27 protected person for the next annual reporting period. 28 (004) The powers that the guardian requests to carry out 29 the care plan for the protected person for the next annual 30 reporting period. 31 (4) The guardian’s recommendation as to the need for 32 continuation of the guardianship. 33 (5) The ability of the guardian to continue as guardian. 34 (6) The need of the guardian for assistance in providing or 35 -12- HF2564.3945 (1) 88 (amending this HF 2564 to CONFORM to SF 2321) as/jh 12/ 34

arranging for the provision of the care and protection of the 1 protected person. 2 c. A final report within thirty days of the termination 3 of the guardianship under section 633.675 unless that time is 4 extended by the court. 5 2. The court shall develop a simplified uniform reporting 6 form for use in filing the required reports. 7 3. The clerk of the court shall notify the guardian in 8 writing of the reporting requirements and shall provide 9 information and assistance to the guardian in filing the 10 reports. 11 4. Reports of guardians shall be reviewed and approved by a 12 district court judge or referee. 13 5. Reports required by this section shall be served on the 14 protected person, the protected person’s attorney, if any, and 15 the court visitor, if any. 16 Sec. 35. Section 633.670, Code 2020, is amended to read as 17 follows: 18 633.670 Reports by conservators. 19 1. A conservator appointed by the court under this chapter 20 shall file an with the court a written verified initial 21 financial management plan for protecting, managing, investing, 22 expending, and distributing the assets of the conservatorship 23 estate within ninety days after appointment which shall not be 24 waived by the court . The plan must be based on the needs of 25 the protected person and take into account the best interest 26 of the protected person as well as the protected person’s 27 preference, values, and prior directions to the extent known 28 to, or reasonably ascertainable by, the conservator. 29 a. The initial plan shall include all of the following: The 30 initial financial management plan shall state the protected 31 person’s age, residence, living arrangements, and sources of 32 payment for living expenses. 33 (1) A budget containing projected expenses and resources, 34 including an estimate of the total amount of fees the 35 -13- HF2564.3945 (1) 88 (amending this HF 2564 to CONFORM to SF 2321) as/jh 13/ 34

conservator anticipates charging per year and a statement or 1 list of the amount the conservator proposes to charge for each 2 service the conservator anticipates providing to the protected 3 person. 4 (2) A statement as to how the conservator will involve 5 the protected person in decisions about management of the 6 conservatorship estate. 7 (3) If ordered by the court, any step the conservator plans 8 to take to develop or restore the ability of the protected 9 person to manage the conservatorship estate. 10 (4) An estimate of the duration of the conservatorship. 11 b. If applicable, the protected person’s will shall be 12 attached to the plan or filed with the court and the protected 13 person’s prepaid burial trust and powers of attorney shall be 14 described. 15 c. The conservator shall include a proposed budget for the 16 protected person and budget-related information for the next 17 annual reporting period including all of the following: 18 (1) The protected person’s receipts and income and 19 the projected sources of income including, if applicable, 20 wages, social security income, pension and retirement plan 21 distribution, veterans’ benefits, rental income, interest 22 earnings, and dividends, and the total estimated receipts and 23 income. 24 (2) The protected person’s liabilities and debts including, 25 if applicable, mortgage, car loans, credit card debt, federal, 26 state, and property taxes owed and the total estimated 27 liabilities and debts; a list and concise explanation of 28 any liability or debt owed by the protected person to the 29 conservator; a list and concise explanation of the liability of 30 any other person for a liability of the protected person. 31 (3) The protected person’s estimated expenses on a monthly 32 and annual basis including, if applicable, nursing home or 33 facility charge, real property expenses for residence, food and 34 household expenses, utilities, household help and caregiver 35 -14- HF2564.3945 (1) 88 (amending this HF 2564 to CONFORM to SF 2321) as/jh 14/ 34

expenses, health services and health insurance expenses, 1 educational and vocational expenses, personal auto and other 2 transportation expenses, clothing expenses, personal allowance 3 and other personal expenses, liabilities and debts, attorney 4 fees and other professional expenses, conservator fees, and 5 other administrative expenses. 6 d. The conservator shall include a list of the protected 7 person’s assets and the conservator’s plan for management 8 of these assets including, if applicable, financial 9 accounts including checking and certificates of deposit and 10 cash, investments including stocks, bonds, mutual funds, 11 exchange-traded funds, individual retirement accounts and other 12 investment accounts, pension, profit-sharing, annuities, and 13 retirement fund, personal property including household goods 14 and vehicles, receivables including mortgages and liens payable 15 to the protected person’s estate or trust, life insurance, and 16 other property. 17 e. The conservator shall include a statement as to how the 18 conservator will involve the protected person in decisions 19 about management of the conservatorship estate. 20 f. If ordered by the court, the conservator shall include 21 any action the conservator plans to take to develop or 22 restore the ability of the protected person to manage the 23 conservatorship estate. 24 g. The conservator shall include the authority that the 25 conservator requests to carry out the initial financial plan 26 including expenditures in accordance with the proposed budget 27 for the protected person and the plan for the management of the 28 assets of the protected person for the next annual reporting 29 period. 30 b. h. Within two days after filing the initial plan, the 31 The conservator shall give provide notice of the filing of 32 the initial plan with a copy of the plan to the protected 33 person, the protected person’s attorney , if any, and court 34 advisor visitor , if any, and others as directed by the court. 35 -15- HF2564.3945 (1) 88 (amending this HF 2564 to CONFORM to SF 2321) as/jh 15/ 34

The notice must state that any person entitled to a copy of 1 the plan must file any objections to the plan not later than 2 fifteen days after it is filed twenty days from the date of 3 mailing notice of filing the initial plan . 4 c. i. At least twenty days after the plan has been filed, 5 the court shall review and determine whether the plan should 6 be approved or revised, after considering objections filed and 7 whether the plan is consistent with the conservator’s powers 8 and duties. 9 d. j. After approval by the court, the conservator shall 10 provide a copy of the approved plan and order approving the 11 plan to the protected person, the protected person’s attorney , 12 if any, and court advisor visitor , if any, and others as 13 directed by the court. 14 e. k. The conservator shall file an amended plan when 15 there has been a significant change in circumstances or the 16 conservator seeks to deviate significantly from the plan. 17 Before the amended plan is implemented, the provisions for 18 court approval of the plan shall be followed as provided in 19 paragraphs “b” , “c” , and “d” “h” , “i” , and “j” . 20 2. A conservator shall file an inventory of the protected 21 person’s assets within ninety days after appointment which 22 includes an oath or affirmation that the inventory is believed 23 to be complete and accurate as far as information permits. 24 Copies After approval by the court, the conservator shall 25 provide a copy of the inventory shall be provided to the 26 protected person, the protected person’s attorney , if any, 27 and court advisor visitor , if any, and others as directed by 28 the court. When the conservator receives additional property 29 of the protected person, or becomes aware of its existence, 30 a description of the property shall be included in the 31 conservator’s next annual report. 32 3. A conservator shall file a written and verified report on 33 an annual basis for the period since the end of the preceding 34 report period . The court which shall not waive these reports 35 -16- HF2564.3945 (1) 88 (amending this HF 2564 to CONFORM to SF 2321) as/jh 16/ 34

be waived by the court . 1 a. These reports shall include all of the following: The 2 annual report shall state the age, the residence and the living 3 arrangements of the protected person, and sources of payment 4 for the protected person’s living expenses during the reporting 5 period. 6 (1) Balance of funds on hand at the beginning and end of the 7 period. 8 (2) Disbursements made. 9 (3) Changes in the conservator’s plan. 10 (4) List of assets as of the end of the period. 11 (5) Bond amount and surety’s name. 12 (6) Residence and physical location of the protected 13 person. 14 (7) General physical and mental condition of the protected 15 person. 16 (8) Other information reflecting the condition of the 17 conservatorship estate. 18 b. These reports shall be filed: The conservator shall 19 submit with the annual report an inventory of the assets of the 20 protected person as of the last day of the reporting period 21 including the total value of assets at the beginning and end 22 of the reporting period. 23 (1) On an annual basis within sixty days of the end of the 24 reporting period unless the court orders an extension for good 25 cause shown in accordance with the rules of probate procedure. 26 c. The annual report shall include an itemization of all 27 income or funds received and all expenditures made by the 28 conservator on behalf of the protected person. If any of 29 the expenditures were made to provide support for or pay the 30 debts of another person, the annual report shall include an 31 explanation of these expenditures. If any of the expenditures 32 were made to pay any liability or debt owed by the protected 33 person to the conservator, the annual report shall include an 34 explanation of these expenditures. If any of the expenditures 35 -17- HF2564.3945 (1) 88 (amending this HF 2564 to CONFORM to SF 2321) as/jh 17/ 34

were made to pay any liability or debt that is also owed by 1 another person or entity, the annual report shall include an 2 explanation of these expenditures. 3 d. The annual report shall include the following budget and 4 information related to the budget for the protected person: 5 (1) A description of changes, if any, made in the budget 6 approved by the court for the preceding reporting period. 7 (2) A proposed budget and budget-related information for 8 the next reporting period containing the information set forth 9 in subsection 1, paragraph “c” . 10 (3) A request for approval of the proposed budget and 11 authority to make expenditures in accordance with the proposed 12 budget. 13 e. The annual report shall include the following information 14 related to the management of the assets of the protected 15 person: 16 (1) A description of changes, if any, in the plan for 17 management of the assets of the protected person approved by 18 the court for the preceding reporting period. 19 (2) A proposed plan for management of the assets of the 20 protected person for the next reporting period. 21 (3) A request for approval of the proposed plan for 22 management of the assets of the protected person and the 23 authority to carry out the plan. 24 f. The annual report shall describe, if applicable, how the 25 protected person was involved and will be involved in decisions 26 about management of assets. 27 g. The annual report shall describe, if ordered by the 28 court, the actions that have been taken and that will be taken 29 by the conservator to develop or restore the ability of the 30 protected person to manage the conservatorship’s assets. 31 h. The conservator may request court approval of fees 32 provided by an attorney on behalf of the conservatorship or the 33 protected person during the preceding reporting period. 34 i. The conservator may request court approval of fees 35 -18- HF2564.3945 (1) 88 (amending this HF 2564 to CONFORM to SF 2321) as/jh 18/ 34