What information and documentation are required to verify all individuals with an interest in real property in Oregon? | Oregon Estate Planning | FastCounsel
OR Oregon

What information and documentation are required to verify all individuals with an interest in real property in Oregon?

Detailed Answer

Under Oregon law, anyone involved in a real estate transaction—sale, refinance, transfer on death deed, or other conveyance—must verify all individuals or entities with a present or future interest in the property. Proper verification helps avoid title defects, delays, and liability.

1. Natural Persons

  • Valid government-issued photo ID (e.g., Oregon driver license or U.S. passport).
  • Proof of name consistency, if names differ (e.g., marriage certificate, court order for name change).

2. Marital and Community Interests

  • Marriage certificate for spouses (to confirm community property).
  • Divorce decree or separation agreement confirming termination of marital rights (ORS 107.095).
  • Death certificate to show a surviving spouse’s rights or confirm decedent’s interest.

3. Trusts

  • Certified copy of the trust instrument and any amendments.
  • Certificate of Trust, signed by the trustee (ORS 130.405).
  • Signature page showing trustee’s authority to convey.

4. Corporations

  • Articles of Incorporation and any amendments.
  • Certificate of Good Standing from the Oregon Secretary of State.
  • Board resolution authorizing the conveyance (ORS 60.361).

5. Limited Liability Companies (LLCs)

  • Articles of Organization and amendments.
  • Certificate of Good Standing from the Oregon Secretary of State.
  • Operating agreement and a written member or manager resolution authorizing the transaction.

6. Partnerships

  • Partnership agreement (general or limited) and amendments.
  • Certificate of Limited Partnership or registration documents for Oregon-registered partnerships.
  • Partner resolution approving the conveyance, if required by agreement.

7. Executors and Administrators

  • Letters Testamentary or Letters of Administration issued by the probate court (ORS 112.505).

8. Guardians and Conservators

  • Letters of Guardianship or Letters of Conservatorship issued by the circuit court (ORS 125.005).

9. Agents Under Power of Attorney

  • Durable Power of Attorney document, signed and notarized.
  • Confirmation that the power of attorney remains valid (no revocation, incapacity, or termination).

Always obtain certified or court-issued copies of documents, together with any supporting affidavits or certificates, to ensure they meet recording requirements under Oregon’s Land Records statutes (ORS Chapter 93).

Helpful Hints

  • Collect original or court-certified copies whenever possible.
  • Confirm spelling and dates match across all documents.
  • Record transfers promptly to avoid priority disputes.
  • Consult a real estate attorney if multiple or complex interests exist.
  • Title companies often provide checklists—use them to track requirements.

Disclaimer: This article provides general information and does not constitute legal advice. Consult a qualified attorney to address your specific situation.

The information on this site is for general informational purposes only, may be outdated, and is not legal advice; do not rely on it without consulting your own attorney.