SLR 2-9.093: NON-PROFESSIONAL FIDUCIARY EDUCATIONAL PROGRAM

(1) The following court appointed non-professional fiduciaries are subject to this rule: (a) All non-professional guardians and conservators appointed pursuant to ORS Chapter 125. (b) Any guardian or conservator appointed pursuant to ORS Chapter 125, regardless of appointment date, who is directed to appear in court for a deficiency in the handling of fiduciary duties. (2) All non-professional fiduciaries described under subsection (1) above shall: 02/01/2026 2nd Judicial District - Lane County Circuit Court Supplementary Local Rules 24 (a) Register for an education class for non-professional fiduciaries with a curriculum as prescribed by the presiding judge no later than 20 days from appointment as fiduciary; and (b) Successfully complete the education class within 90 days of appointment as fiduciary; and (c) File with the probate department, upon successful completion of the education class, a certificate of completion stating the date the class was taken and the provider of the class. (3) A professional fiduciary, as defined in ORS 125.240(5), is exempt from this rule. (4) Fees for the court-required class shall be considered a cost of administration of the protective proceeding. (5) 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. (6) The court may require a non-professional fiduciary to retake the class. (7) Failure to timely comply with this rule may result in removal of the non-professional fiduciary by the court.