Oregon court rules & publisher orders

PJO 24-007A Mandatory Training Non-Professional Fiduciaries — physical PDF page 1

PJO 24-007A Mandatory Training Non-Professional Fiduciaries · physical PDF page 1 ·

Presiding Judge Order 24-007 (Amendment 1) Page 1 of 3 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 IN THE SIXTH JUDICIAL DISTRICT OF THE STATE OF OREGON CIRCUIT COURTS OF UMATILLA AND MORROW COUNTIES In the Matter of Mandatory Training for Non-Professional Fiduciaries Appointed Under ORS Chapters 125 and 113 No. 24-007 (Amendment 1) PRESIDING JUDGE ORDER RE: MANDATORY TRAINING FOR NON- PROFESSIONAL FIDUCIARIES The Court finds that ORS 125.025 provid es the Court with the authority to determine conditions or requirements to ensure the proper performance of the duties of a fiduciary appointed under the provisions of Chapter 125 and 113. The Court finds that ORS 113.085 provides the Court with the authority to appoint a qualified person to act as a personal representative and to determine the requirements to ensure the proper performance of duties to the appointed personal representative under petitions filed pursuant to ORS 113.035. The Court further finds that w…

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Captured 2026-10-18T22:32:44.067349+00:00 · Publisher library classifies this order CURRENT on retrieval; operative status, amendments, rescissions and case applicability have not been independently legally reviewed. Publisher filename uses24-007A; the PDFcaption identifies24-007(Amendment1). The catalog keeps the actual order identity.

Publisher order or amendment document. Deleted/added wording and operative scope must be read in the original; do not treat every extracted sentence as an active rule.

PJO 24-007A Mandatory Training Non-Professional Fiduciaries — physical PDF page 2

PJO 24-007A Mandatory Training Non-Professional Fiduciaries · physical PDF page 2 ·

Presiding Judge Order 24-007 (Amendment 1) Page 2 of 3 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 NOW THEREFORE IT IS SO ORDERED th at the Non-Professional Fiduciary Education and Training Program set out in the 6th Judicial District (Umatilla County and Morrow County) is as follows: 1) The following court appointed non-professional fiduciaries are subject to this rule: a) Any guardian or conservator appointed pursuant to ORS Chapter 125 on or after the effective date of this Presiding Judge Order. b) Any personal representative appointed pursuant to ORS Chapter 113 on or after the effective date of this Presiding Judge Order. c) Any trustee appointed pursuant to ORS Chapter 130 on or after the effective date of this Presiding Judge Order d) Any non-professional fiduciary cited fo r a deficiency in the handling of fiduciary duties pursuant to the show cause process. 2) All non-professional fiduciaries involved in a case described under subsection (1) above, sh…

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Captured 2026-10-18T22:32:44.067349+00:00 · Publisher library classifies this order CURRENT on retrieval; operative status, amendments, rescissions and case applicability have not been independently legally reviewed. Publisher filename uses24-007A; the PDFcaption identifies24-007(Amendment1). The catalog keeps the actual order identity.

Publisher order or amendment document. Deleted/added wording and operative scope must be read in the original; do not treat every extracted sentence as an active rule.

PJO 24-007A Mandatory Training Non-Professional Fiduciaries — physical PDF page 3

PJO 24-007A Mandatory Training Non-Professional Fiduciaries · physical PDF page 3 ·

Presiding Judge Order 24-007 (Amendment 1) Page 3 of 3 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 8) The Court may, in its discretion, require a non-professional fiduciary to retake the class. 9) Failure to timely comply with this Rule may result in removal of the non- professional fiduciary by the court. IT IS FURTHER ODERED that the Non-Professional Fiduciary Education and Training Program shall include, as part of its curriculum, the following: 1) A guide to applicable Oregon Statutes, including the definitions explaining the role of the fiduciary and the fiduciary’s responsibilities to the protected person and to the Court. 2) An overview of guardian and conservator decision-making ethics. 3) A general guide to what actions guardians and conservators can or cannot take without court approval, which shall include specific resources in the community. 4) Checklists for specific duties and timelines. 5) Guidance and information on how to ma ke medical care dec…

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Captured 2026-10-18T22:32:44.067349+00:00 · Publisher library classifies this order CURRENT on retrieval; operative status, amendments, rescissions and case applicability have not been independently legally reviewed. Publisher filename uses24-007A; the PDFcaption identifies24-007(Amendment1). The catalog keeps the actual order identity.

Publisher order or amendment document. Deleted/added wording and operative scope must be read in the original; do not treat every extracted sentence as an active rule.

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Publisher library classifies this order CURRENT on retrieval; operative status, amendments, rescissions and case applicability have not been independently legally reviewed. Publisher filename uses24-007A; the PDFcaption identifies24-007(Amendment1). The catalog keeps the actual order identity.