Forms for Settling an Estate in Oregon

Free forms for settling an estate in Oregon: the probate petition, small estate affidavit, notice to creditors, inventory, and closing forms.

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Notice to Creditors

In Oregon, the notice to creditors is published for 1ORS §§ 113.155, 115.003, 115.005, 115.125Verified Oct 19, 2026View source weeks in a local newspaper, and creditors have 4 monthsORS 115.005Verified Sep 8, 2026View source from first publication to present claims.

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Renunciation of Executor

In Oregon, a person named as personal representative may renounce the right to serveORS 113.085(1)Verified Sep 23, 2026View source before anyone is appointed.

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Estate Closing

In Oregon, the personal representative is discharged by court orderORS 116.113, ORS 116.213, ORS 116.208(4)Verified Sep 15, 2026View source, and a final accounting is required unless it is waived.

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IRS Form 1310

Claim a refund due a deceased taxpayer on the official form, on the box the form routes you to, with what the form says to attach.

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Letter of Instruction

Prepare the letter a bank or insurer requests during estate settlement, addressed to its claims department.

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IRS Form 56

Notify the IRS that you are the fiduciary of an estate, a trust or a person, or end a notice filed before, on the official form.

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Digital Assets Recovery Letter

Prepare a letter requesting a deceased person's online accounts, points, and balances from the program that holds them.

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Tools for Settling an Estate in Oregon

Free tools for settling an estate in Oregon: whether probate is needed, executor and trustee pay, creditor deadlines, and inheritance taxes.

How Much Can an Executor Charge?

Oregon sets executor compensation by statute — about $10,630 on a $500,000 estate, roughly 2.1%ORS 116.173 (7% first $1K, 4% $1K-$10K, 3% $10K-$50K, 2% over $50K, on property subject to the court’s jurisdiction; 1% of other property reportable for estate tax; extraordinary services)Verified Sep 8, 2026View source.

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Can I Self-File Probate?

Oregon has no statewide fill-in probate petition, so the opening petition is drafted as a legal pleading, and informal probate is not available.

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How Do I Get Letters Testamentary?

In Oregon, the Circuit Court appoints the personal representative and issues Letters Testamentary or Letters of Administration; every appointment goes through the court.

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What Are the Creditor Claim Deadlines?

In Oregon, creditors have 4 monthsORS 115.005Verified Sep 8, 2026View source from first publication of the creditor notice to present claims; late claims are barred.

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What Happens When an Estate Is Insolvent?

When an estate owes more than it holds, Oregon pays the claims in 14ORS 115.125Verified Sep 23, 2026View source classes in statutory order, beginning with support of spouse and children (subject to ORS 114.065 limits).

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How Do I Claim a Deceased Person's Unclaimed Property?

In Oregon, a deceased owner's unclaimed property is claimed from the Oregon State Treasury, Unclaimed PropertyORS Chapter 98 — Uniform Disposition of Unclaimed Property Act (ORS 98.302 to 98.436); OAR 170-140-0100 to 170-140-0105Verified Aug 24, 2026View source. A claim for a deceased relative includes a death certificate or other proof of death (an obituary is accepted) and court-certified probate documents, where a small estate affidavit countsClaims FAQ (Oregon Unclaimed Property)Verified Aug 24, 2026View source.

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How Do I Open an Estate Account When Someone Dies?

Compare estate-account opening requirements bank by bank: channels, required documents, and steps.

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Hire an Oregon Probate Attorney

Browse 72 probate firms in Oregon with addresses, contact info, and practice details.

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Oregon Estate Settlement Resources

In-depth guides covering Oregon probate, estate administration, and settling an estate.