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INSTRUCTIONS FOR SMALL ESTATE AFFIDAVIT

SMALL ESTATE AFFIDAVIT INSTRUCTIONS Page 1 of 7 (Jan 2020) INSTRUCTIONS FOR SMALL ESTATE AFFIDAVIT TALK TO A LAWYER IF YOU DO NOT UNDERSTAND YOUR DUTIES OR ANY PART OF THESE INSTRUCTIONS ! If you make a mistake, you may have to personally pay the cost of the mistakes and loss to the ESTATE . The AFFIDAVIT will be filed with the court and has legal consequences. These INSTRUCTIONS are not a complete statement of the law. You are responsible for following all Oregon laws, even those not explained here. Contact the Oregon State Bar Lawyer Referral Service if you need help finding a lawyer or have questions about the Bar s Modest Means Program.

• Assets that transfer by beneficiary designation ( like life insurance and retirement accounts), unless Decedent’s estate is designated as a beneficiary ... IRA, 402(k), brokerage, etc.), and last 4 digits of the account number

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