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Oregon Last Will and Testament Form |
The Oregon last will and testament is a legal document (standard will) that is provided so that anyone of age (testator) may provide a complete written outline as a record of their wishes pertaining to their estate. The estate may include personal property, financial accounts, and real property.
The document will provide the ability to delegate an executor to distribute the estate after the death of the Testator, to their selected beneficiaries. Beneficiaries and their information may also be listed within the contents of this form. The form must be completed while the Principal is of sound mind. The document may be revoked or changed at the discretion of the Principal.
Laws – Oregon Revised Statutes Chapter 112 – Intestate Succession and Wills
How to Write
Step 1 – After downloading the form – Enter the Testator’s name at the top of the page in the line provided then proceed by:
- Entering the Testator’s name
- City
- County
- Review “Expenses and Taxes”
Step 2 – Establishment of Executor – The Testator may establish an executor of their choice, by providing the following:
- The name of the executor
- Address
- County
- State
If the first selected executor is unavailable, an alternate may be established in advance. Enter the following:
- Submit the name of the alternate agent
- Address
- County
- State
Step 3 – Disposition of Property –Submit required beneficiary information, if needed, add a sheet with additional beneficiary information and attach
- Beneficiaries names
- Addresses
- Relationships to Testator
- Submit the last four (4) digits of the beneficiary’s SSN
- Read over the next paragraphs
- If additional instructions apply, the Testator may add a separate sheet and attach it to this form (sign and date additional sheets)
Step 4 – Titled Sections –
- Omissions
- Bond
- Discretionary Powers of Personal Representative (subsections A through K)
- Contesting Beneficiary
- Guardian Ad Litem Not Required
- Gender
- Assignment
- Governing Law
Step 5 – Binding Agreement – The Principal must agree to the first paragraph. Proceed by submitting:
- The Testator’s name
- Date the document (dd/mm/yyyy)
- Testator’s signature
- Printed name
- Date of signature in dd/m/yy format
- Testator’s name
Step 6 – Witness Signatures and Notary Public – Signatories must be present before a notary public
Witnesses –
- Witnesses must enter their respective signatures
- Addresses
Testamentary Affidavit –
- The notary shall acknowledge this document
- The notary will provide the names of all signatories
- Testator will sign before the notary
- Witnesses shall also enter signatures
