Oregon — What Happens to Mortgage Payments and Utilities While an Estate Is in Probate?
Handling Mortgage Payments and Utilities While an Oregon Estate Is in Probate Disclaimer: This article is educational only and is not legal advice. For decisions about a specific estate, consult a licensed Oregon attorney. Detailed answer Overview: who controls bills after someone dies? When a person dies, their assets and debts become part of the […]
Read article →Deciding Which Assets to List on an Oregon Small Estate Affidavit
Detailed Answer: Which assets to list on an Oregon small estate affidavit and which you can omit Short answer: On an Oregon small estate affidavit, list the decedent’s sole-owned personal property (and any other property you intend to collect) that falls within the dollar threshold for the small estate procedure. Do not list assets that […]
Read article →Finding a Missing Parent as Next-of-Kin During Probate in Oregon
Detailed Answer Overview: When a parent who may be a next-of-kin cannot be located during probate in Oregon, the personal representative or an interested person must take steps to find the parent or to notify the court and other heirs about reasonable efforts to locate them. Oregon law sets out how heirs are identified and […]
Read article →Oregon — Listing Assets That Passed by Right of Survivorship on the Probate Inventory
Detailed Answer When someone dies, ownership of assets takes two basic paths: (1) property that is part of the probate estate and must be administered through the probate court, and (2) property that passes outside probate because of a survivorship right or a named beneficiary. In Oregon, assets that pass automatically by right of survivorship […]
Read article →How to Confirm a Bank Account Is Under Oregon's Small Estate Limit
Using Oregon's small estate process: how to confirm a bank account is under the statutory limit Detailed answer — steps to determine whether a bank account qualifies Oregon law allows people to collect certain kinds of a deceased person’s personal property without a full probate when the estate falls below the statutory small-estate threshold. To […]
Read article →Using a Small Estate Affidavit in Oregon to Claim a Deceased Parent's Bank Account
Detailed Answer This article explains how a person in Oregon can use the state small‑estate affidavit process to collect a deceased parent's bank account when formal probate may not be necessary. This is an educational overview only and not legal advice. Consult a lawyer for help with your specific facts. What the small‑estate affidavit does […]
Read article →Oregon: Do I Automatically Become Guardian of the Estate if Appointed Guardian of the Person?
Detailed Answer Short answer: No. In Oregon, being appointed guardian of the person does not automatically make you the guardian of the estate. Authority over personal decisions (care, health, living arrangements) and authority over money and property are separate roles under Oregon law. To control and manage another person’s assets you generally need a separate […]
Read article →Oregon: When Must an Estate File a Federal Tax Return If No Distributions Were Made?
Short answer If an estate received no income and made no distributions during the estate’s tax year, you generally will not need to file a federal fiduciary income tax return (Form 1041). However, several common triggers can still require a federal return or other federal filings even when no distributions occurred. This article explains the […]
Read article →How to Transfer Brokerage Account Assets into an Estate Checking Account in Oregon
Detailed Answer This section explains, in plain language, what to do in Oregon when a decedent’s brokerage assets must be brought under the estate’s control and deposited into an estate checking account so the personal representative can pay bills, file taxes, or distribute funds. How transfer of brokerage assets typically works in Oregon Who gets […]
Read article →Selling a Co-Owned Property in Oregon to Pay Funeral and Property Tax Costs — FAQ
FAQ: Selling a Co-Owned Property in Oregon to Cover Funeral and Property Tax Expenses Disclaimer: This is general information and educational only. It is not legal advice. For advice about your specific situation, consult a licensed Oregon attorney. Detailed answer — how the process usually works under Oregon law When people jointly own real property […]
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