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Oregon Last Will and Testament Template

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The Oregon Last Will and Testament is considered a legal document whereas a testator will have the ability to set into writing, how they would choose to have their property distributed to their chosen beneficiaries upon their death. Some of the most important items for distribution may be, life insurance policies, digital property, real estate, personal property and/or fiduciary assets. Any of these items would be included for distribution to spouse, children, friends, even charities and/or one of many institutions or research organizations. The document will require notarization and the signatures of two separate witnesses. The testator may also change or revoke the document at their discretion at any time.

Laws – Chapter 112  (Intestate Succession and Wills)

Signing (ORS 112.235) – Must be signed by Two (2) Witnesses who shall see the Testator sign the will.

How to Write

Step 1 – Establish a Testator by simply placing their name on the first field at the top of the form, then enter:

  • Name of Testator
  • City
  • County
  • Testator must review the remainder of the information in the paragraph
  • Review “Expenses and Taxes”

Step 2 – Testator Appointment of Executor–

  • Enter the name of the selected executor
  • City
  • County
  • State of residence

Alternate Exectutor – In the event the initial representative becomes ill, unable or unwilling to serve as the initial chosen representative to the estate for whatever reason, an alternative executor should be selected and named

  • Name of the alternate executor
  • City of residence
  • County
  • State

Step 3 – Disposition of Property to Beneficiaries –

Beneficiary Information:

  • Full legal name
  • Current address
  • Relation to testator
  • Enter the last four digits of their SSN
  • List the property being bequeathed to each beneficiary

The Testator must review the information pertaining to how their property is distributed  in the event any of the beneficiaries might predecease the testator.

Step 4 – Testator must carefully review the following sections:

  • Omission
  • Bond
  • Discretionary Powers of Personal Representative
  • Contesting Beneficiary
  • Guardian Ad Litem  Not Required
  • Gender
  • Assignment
  • Governing Law
  • Binding Arrangement

Step 5 – Signatures – All signatories must be present together to sign this document. Enter the following:

  • The testator’s name
  • The date of testator’s signature – dd/mm/yyyy
  • Testator Signature
  • Testator printed name

Witnesses – The witnesses must review the brief statement and provide the following –

  • The date the document – dd/mm/yyyy
  • The name of the testator

Witness 1 – 

  • Signature
  • Address

Witness 2 –

  • Signature
  • Address

Step 6 – Testament Affidavit – All parties must review then enter the following:

  • State
  • County
  • Name of testator
  • Name of Witness 1
  • AND
  • Name of Witness 2
  • AND ENTER
  • Testator’s Signature
  • Witness 1 Signature
  • AND
  • Witness 2 Signature

Step 7 – Notarization – Once the notary public has witnessed all signatures they shall be required to complete the remainder of the document and authenticate it by affixing the state seal

 

 


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