Legal Question in Wills and Trusts in Oregon

probate

My Grandfather passed away recently. He had a girlfriend of about 3 years. When my Aunt stated that she was the executor of the estate, the girlfriend stated that he left everything to her, so the executor wouldn't be necessary. My Aunt asked where the will is that states that, and the gf responded that she cannot find it, and it was not notorized. The gf keeps ''bragging'' about how ''well off he left her. What can we do now?


Asked on 2/06/09, 10:30 am

2 Answers from Attorneys

Susan Burns Law Office of Susan Ford Burns

Re: probate

A will to a girlfriend that cannot be found, is not a valid will. Oral statements are not sufficient to create a will.

Oregon law does not require notarization of a will, but it does require witnesses to the will.

If your Aunt also does not have/cannot find an original will, she can file with the court and ask to be appointed as personal representative for an "intestate" estate. State law will determine who receives your grandfather's assets. Girlfriends are not on that list, it includes spouse, children, siblings, parents, cousins.....all relatives, no friends.

Regardless of who is to get the assets, an estate still needs an executor (Oregon calls them a personal representative).

If your grandfather lived in Oregon, our office would be happy to assist your aunt in dealing with his estate. We handle probate cases all over the state.

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Answered on 2/06/09, 1:18 pm
Monte Schatz Attorney at law

Re: probate

This came to me as a South Dakota question. I agree totally with Susan Burns, the Oregon attorney who responded. Laws vary some from state to state, but in this problem you have regarding your Grandfather passing away without a will, whatever assets he had that were in his name at death and weren't joint tenancy with the girlfriend or placed in a trust for the benefit of a girlfriend are subject to the laws of intestacy if you cannot find a will. That means the statutes of the applicable state will determine how your grandfather's assets are distributed. There is no intestacy statutes to my knowledge that provide for girlfriends. It usually goes in order of the closest surviving relatives.

Your aunt should petition the court for appointment as administrator of the insestate estate and do it quickly as the girlfriend of 3 years may be running away with assets that rightfully belong to you as heirs. See an attorney as soon as possible.

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Answered on 2/06/09, 2:02 pm


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