Rule SLR 9.076 - 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 above, shall: (a) Successfully complete an education class for non-professional fiduciaries with a curriculum as prescribed by the Presiding Judge of the 7th Judicial District within 60 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, includes those persons described in ORS 113.085(1)(e) & (f), those persons described in ORS 125.240(5), and attorneys. 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, personal representative, or trustee.(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 of fee waiver and deferrals.(6) Upon successful completion of the court-required class, the non-professional fiduciary shall file a certificate of completion with the court 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.Wheeler Supp. L. R. SLR 9.076
Amended effective 2/1/2024.