Oregon court rules & publisher orders

SLR 9.186 — Non-Professional Fiduciary Educational Program

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

9.186  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 the effective date of this rule.

(b)   Any personal representative appointed pursuant to ORS Chapter 113 on or
  after the effective date of this rule.

(c)   Any trustee appointed pursuant to ORS Chapter 130 on or after the effective
  date of this rule.

(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 Lincoln County
   within sixty (60) days of appointment as fiduciary by the court.

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

(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 in the court’s discretion, in keeping with the court’s
          policy on fee waiver and deferrals.
17th Judicial District, Lincoln County Circuit Court
Supplementary Local Rules for 2026 - Page 22

(6)    Upon successful completion of the court-required class, the non-professional
          fiduciary shall file a certificate of completion with the Probate Department
          stating the date and time the class was taken as well as 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, 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.

Chapter 11- JUVENILE COURT PROCEEDINGS

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