Which statements and financial documents are required for annual and final probate accountings? (OR)
What statements and financial documents are required for annual and final probate accountings in Oregon? Short answer: For both annual (interim) and final probate accountings in Oregon, the court expects a complete, verifiable record that shows the estate’s beginning balance, all receipts and disbursements during the accounting period, fees/compensation paid, taxes and claims paid, the […]
Read article →What steps can heirs take to resolve an elective share dispute through mediation in OR
Disclaimer: This information is educational only and is not legal advice. It does not create an attorney-client relationship. For advice about your specific situation, consult a qualified Oregon attorney. Detailed Answer If heirs face an elective-share dispute in Oregon, mediation can often resolve the disagreement faster, cheaper, and more privately than litigation. Below are clear, […]
Read article →What is the process for negotiating a creditor’s payoff amount in estate administration in Oregon (OR)
Negotiating a Creditor’s Payoff Amount During Estate Administration in Oregon Detailed Answer — How the negotiation process works under Oregon law When someone dies, the personal representative (executor or administrator) manages the estate. One of the core duties is identifying and resolving creditor claims. Negotiating a creditor’s payoff amount is a common and often practical […]
Read article →What steps can be taken to verify or contest a creditor’s payoff quote on an estate debt? (OR)
Detailed Answer Short answer: To verify or contest a creditor’s payoff quote on an estate debt in Oregon, you should (1) get the quote in writing and demand full documentation, (2) confirm whether the creditor has properly presented a claim in probate, (3) review the debt for accuracy (amount, interest, fees, payments, and whether it […]
Read article →How to submit an affidavit accounting for personal property in a small estate case? (OR)
Detailed Answer This FAQ explains how to prepare and submit an affidavit accounting for personal property in a small estate matter under Oregon law. It is written for someone with no legal background. This is general information only and not legal advice—consult an attorney for help with your specific situation. What is a small estate […]
Read article →What records are needed to show asset transfers under small estate procedures (OR)
What records you should gather to show asset transfers in Oregon small estate procedures Not legal advice. This article explains common practice under Oregon law to help you prepare to speak with an attorney or handle a small estate filing. Detailed answer — how asset transfers are proved in Oregon small estate procedures In Oregon, […]
Read article →What are the legal requirements and process for transferring a decedent’s firearms during probate in Oregon (OR)?
Detailed Answer — How Oregon law treats transfer of a decedent’s firearms during probate Short answer: The personal representative (executor/administrator) must treat firearms as part of the decedent’s estate, secure them, follow the will or Oregon intestacy rules, and only transfer firearms to people who are legally permitted to possess them under Oregon and federal […]
Read article →What documentation is needed to prove ownership when filing a surplus funds claim in OR?
Detailed Answer — How to prove ownership when filing a surplus funds claim in Oregon Short answer: To recover surplus funds from a foreclosure sale in Oregon you must prove you had a legal interest in the property as of the date of sale (owner, lienholder, successor, heir, or authorized representative). The documentation that will […]
Read article →How to protect life insurance proceeds when there is no named beneficiary from creditor claims in OR
How to protect life insurance proceeds when there is no named beneficiary from creditor claims in Oregon Not legal advice: This article explains general Oregon law concepts and options. It does not create an attorney-client relationship. Consult a licensed Oregon lawyer about your particular facts. Quick answer (plain language) If a life insurance policy has […]
Read article →What should I do if an heir refuses to return estate property and the estate is still open? (OR)
Detailed Answer Disclaimer: I am not a lawyer. This does not constitute legal advice. The information below is educational and explains common steps and Oregon statutes that may apply. For advice about your situation, consult a licensed Oregon probate attorney. Overview — who has the authority to act When an estate is open, the person […]
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