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Oregon Executor and Estate Kit: the $275,000 Small Estate Route After 30 Days, First Month Checklist and Estate Ledger
Oregon, from the official pages: The estate's fair market value up to $275,000, with no more than $200,000 in real property and no more than $75,000 in personal property.
$25 one time · 14-day full refund · Word and PDF · download link by email
Who it is for
Whoever is settling the estate of someone who lived in Oregon. Through a court office. Filed with the clerk of the probate court ($124 fee), with a certified death certificate (and the original will, if any); copies go to the Department of Human Services and the Oregon Health Authority.
Not the right fit if
The person didn't live in or own property in Oregon, or a will contest or family dispute means you need an estate attorney. Not a form preparation or legal service.
Why it is different
- Sources, checked November 2026: Oregon Judicial Department, Lincoln County Circuit Court: Probate self-help; ORS Chapter 112, Intestate Succession and Wills (Oregon Legislature).
- 2 facts aren't stated on those pages, so the kit says so and links where to check.
What is inside
- Oregon small estate route. The estate's fair market value up to $275,000, with no more than $200,000 in real property and no more than $75,000 in personal property. Real estate counts toward the value, and the procedure can reach it. 30 days. Not less than 30 days after the death. Sworn; a notary can give the oath. Filing the affidavit is swearing that it's true. Through a court office. Filed with the clerk of the probate court ($124 fee), with a certified death certificate (and the original will, if any); copies go to the Department of Human Services and the Oregon Health Authority. Affidavit of Claiming Successor (intestate or testate estate). Linked from the court's probate self-help page.
- How a Oregon will had to be signed. Two witnesses, who each see the testator sign or acknowledge the signature and then sign. A witness's signature on an affidavit signed at the same time as the will counts as a witness signature. The statute we read doesn't mention a notary. A will signed by an interested witness isn't invalid for that reason.
- Oregon estate ledger (Excel). Assets, debts, payments and distributions; it compares the countable assets with $275,000, dates day 30 after the death and counts real estate in the person's name.
- First 30 days, tracker and letters. The first month in order with day 30 marked, a documents and accounts tracker, and plain letters to a bank, a utility and Social Security.
- Still to confirm in Oregon. simplified court procedure: check Oregon Judicial Department, Lincoln County Circuit Court: Probate self-help; if the will is handwritten: check ORS Chapter 112, Intestate Succession and Wills (Oregon Legislature).
Get it
Oregon Executor and Estate Kit
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Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. Not legal, tax or financial advice. An estate attorney or the county probate/surrogate office answers questions about your situation. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Ways to get it
Just this kit, or more
Membership
$29 a month
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Common questions
What's in the download?
Five Word and PDF documents, including the Oregon small estate route, and the Oregon estate ledger in Excel, by email link after payment.
What is the small estate limit in Oregon?
The estate's fair market value up to $275,000, with no more than $200,000 in real property and no more than $75,000 in personal property. Real estate: Real estate counts toward the value, and the procedure can reach it.
When and how is the Oregon small estate paperwork signed?
Wait: 30 days. Not less than 30 days after the death. Signing: Sworn; a notary can give the oath. Filing the affidavit is swearing that it's true.
Where does it go in Oregon?
Through a court office. Filed with the clerk of the probate court ($124 fee), with a certified death certificate (and the original will, if any); copies go to the Department of Human Services and the Oregon Health Authority. Form: Affidavit of Claiming Successor (intestate or testate estate). Linked from the court's probate self-help page.
What did a Oregon will need to be accepted?
Two witnesses, who each see the testator sign or acknowledge the signature and then sign. Self-proving affidavit: A witness's signature on an affidavit signed at the same time as the will counts as a witness signature. The statute we read doesn't mention a notary.
Is this legal advice?
No. An estate attorney or the county probate/surrogate office answers questions about your situation.
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Oregon Household Paperwork Bundle
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