Oregon court rules & publisher orders

SLR 9.076 — Non-Professional Fiduciary Educational Program

Jackson County Supplementary Local Rules (2026) · physical PDF page 22–23 · 2026

9.076 Non-Professional Fiduciary Educational Program
(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 September 1, 2022.

(b) Any personal representative appointed pursuant to ORS Chapter 113 on or
                    after September 1, 2022.

(c) Any trustee appointed pursuant to ORS Chapter 130 on or after
     September 1, 2022.

(d) Any non-professional fiduciary cited for 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, shall:

(a) Successfully complete an education class for non-professional fiduciaries with
  a curriculum as prescribed by the Presiding Judge of Jackson County within
sixty (60) days of appointment as fiduciary by the court.

(b) Register for the program no later than fifteen (15) day from appointment
      as fiduciary.

(3) A professional fiduciary, for purposes of this rule, is defined in ORS 125.240(5).
Professional fiduciaries are exempt from this rule.

(4) The court will send notice and instructions of this requirement to the non-
professional fiduciary at the time of appointment as guardian, conservator or
personal representative. The attorney representing a trustee shall provide notice
and instruction to the trustee of this requirement.

(5) Fees for the court-required class shall be considered a cost of administration of
the protective proceeding, estate or trust. The fee for the court-required class
may be waived or deferred at the court’s discretion, in keeping with the court’s
policy of fee waiver and deferrals.

Effective February 1, 2026
JUDICIAL DISTRICT 1 (JACKSON COUNTY) SUPPLEMENTARY RULES                                                                                         Page 23 of 42

(6) Upon successful completion of the court-required class, the Non-Professional
Fiduciary Education Program provider shall e-file a certificate of completion with
the Probate Department stating the date and time the class was taken and the
provider of the class.

(7) Upon a showing of good cause, a non-professional fiduciary may request a
waiver of the requirements of this rule. The request must be made by motion,
supported by affidavit and filed within fifteen (15) days of receipt of notice.

(8) The court may, at 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.

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