Oregon court rules & publisher orders

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 
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 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, shall: 
a) Successfully complete an education class for non-professional fiduciaries with 
a curriculum prescribed by the Presiding Judge of the Sixth Judicial District 
(Umatilla and Morrow County) within 90 days of appointment as fiduciary by 
the Court; and 
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 instruct ions of this requ irement to the non-
professional fiduciary at the time of appointment as guardian, conservator, or 
personal representative.  The attorney representing the 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 trus t.  The fee for the court-required class 
may be waived or deferred in the Court’s discretion, in keeping with the Court’s 
policy of fee waiver and deferrals. 
6) Upon successful completion of the court-r equired 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 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.

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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.

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