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Last testament & will

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anteater

Senior Member
Until the will has been admitted to probate, the person who has custody of the will.

After the will has been admitted to probate, anybody.
 
The executor/executrix named in the will is obligated to inform all beneficiaries of their status as heir and provide them all appropriate paperwork. i.e. a copy of the will/trust agreement.

If you are a beneficiary and you know so, you should have received a copy as soon as the will was submitted for probate from the executor/executrix.

If you are not a beneficiary and just wish to see the will's contents, then you can as the above post says go to the court and get a copy.
 

anteater

Senior Member
The executor/executrix named in the will is obligated to inform all beneficiaries of their status as heir and provide them all appropriate paperwork. i.e. a copy of the will/trust agreement.

If you are a beneficiary and you know so, you should have received a copy as soon as the will was submitted for probate from the executor/executrix.
Can you provide a reference to Oregon law that requires the executor to send a copy of the will to beneficiaries?
 
Can you provide a reference to Oregon law that requires the executor to send a copy of the will to beneficiaries?
There is no Oregon law to reference, it's universal that an executor/executrix inform all beneficiaries/heirs of their status and provide them the proper documentation. Their purpose is to see that all transitions according to the deceased wishes, that entails their duty of the position.
 

anteater

Senior Member
There is no Oregon law to reference, it's universal that an executor/executrix inform all beneficiaries/heirs of their status and provide them the proper documentation. Their purpose is to see that all transitions according to the deceased wishes, that entails their duty of the position.
It is not universal that a personal representative is required to provide a copy of the will to the beneficiaries.

And what the personal representative is required to provide is contained in Oregon law:
113.145 Information to devisees, heirs, interested persons and Department of Human Services. (1) Upon appointment a personal representative shall deliver or mail to the devisees, heirs and the persons described in ORS 113.035 (8) and (9) who were required to be named in the petition for appointment of a personal representative, at the addresses therein shown, information that shall include:

(a) The title of the court in which the estate proceeding is pending and the clerk’s file number;

(b) The name of the decedent and the place and date of the death of the decedent;

(c) Whether or not a will of the decedent has been admitted to probate;

(d) The name and address of the personal representative and the attorney of the personal representative;

(e) The date of the appointment of the personal representative;

(f) A statement advising the devisee, heir or other interested person that the rights of the devisee, heir or other interested person may be affected by the proceeding and that additional information may be obtained from the records of the court, the personal representative or the attorney for the personal representative;

(g) If information under this section is required to be delivered or mailed to a person described in ORS 113.035 (8), a statement that the rights of the person in the estate may be barred unless the person proceeds as provided in ORS 113.075 within four months of the delivery or mailing of the information; and

(h) If information under this section is required to be delivered or mailed to a person described in ORS 113.035 (9), a statement that the rights of the person in the estate may be barred unless the person proceeds as provided in ORS 112.049 within four months of the delivery or mailing of the information.

(2) If the personal representative is a devisee, heir or other interested person named in the petition the personal representative is not required to deliver or mail the information under this section to the personal representative.

(3) The failure of the personal representative to give information under this section is a breach of duty to the persons concerned, but does not affect the validity of appointment, duties or powers or the exercise of duties or powers.

(4) Within 30 days after the date of appointment a personal representative shall cause to be filed in the estate proceeding proof of the delivery or mailing required by this section or a waiver of notice as provided under ORS 111.225. The proof shall include a copy of the information delivered or mailed and the names of the persons to whom it was delivered or mailed.

(5) If before the filing of the final account the personal representative has actual knowledge that the petition did not include the name and address of any person described in ORS 113.035 (4), (5), (7), (8) or (9), the personal representative shall:

(a) Make reasonable efforts under the circumstances to ascertain each of those names and addresses;

(b) Promptly deliver or mail information as described in subsection (1) of this section to each of those persons located after the filing of the petition and before the filing of the final account; and

(c) File in the estate proceeding, on or before filing the final account under ORS 116.083, proof of compliance with this subsection or a waiver of notice as provided under ORS 111.225.

(6) Within 30 days after the appointment of a personal representative, the personal representative must mail or deliver the information specified in subsection (1) of this section and a copy of the death certificate of the decedent to the Department of Human Services.
 

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