Detailed Answer

Under Oregon probate law, a personal representative generally must prepare, file, and serve an accounting of estate transactions once at least 18 months after appointment and then annually until discharge, unless all interested persons waive the requirement in writing. See ORS 115.315. The accounting lists assets on hand, assets received or sold, debts paid, expenses, distributions and liabilities.

When the personal representative files an accounting with the court, they must also give notice of the hearing on approval of that account to each interested person by mail at least 20 days before the hearing date. See ORS 115.325. This notice must include a copy of the accounting or instructions on how to obtain it from the court clerk.

If you qualify as an interested person—such as a beneficiary, heir at law, or creditor under ORS 115.305—you have the right to receive that accounting. If you have not received it, you can:

• Request a copy directly from the personal representative or their attorney.
• Obtain the filed accounting from the probate court clerk’s public records (usually for a small fee).
• File a written motion with the court asking the judge to compel the personal representative to file and serve an accounting early or to provide you a copy. Under ORS 115.315, the court may require an accounting at any time if an interested person shows good cause.

Keep in mind that informal accountings or updates may be provided more often if the personal representative agrees. However, the statutory minimum is what drives your right to compel the filing and service on you.

Helpful Hints

• Identify your status: Confirm you qualify as an “interested person” under ORS 115.305 before making requests.
• Track deadlines: Note the 18-month filing rule and 20-day notice requirement to evaluate if the personal representative missed a deadline.
• Check court records: Probate filings are public. Court clerks often provide copies for a nominal fee.
• Document requests: Always send written requests for the accounting—email or certified mail creates a record.
• Consider legal help: If the personal representative refuses or ignores you, you may petition the court to compel an accounting—but procedures can be complex.

Disclaimer: This article is for educational purposes only and does not constitute legal advice. Consult a qualified attorney for advice about your specific situation.