Oregon Small Estate Affidavit Limit (2026)
In Oregon, estates valued at or below $275,000 can bypass formal probate court proceedings under Simple Estate Affidavit (Formerly Small Estate Affidavit) (ORS § 114.515). Use the interactive calculator below to evaluate whether your estate qualifies.
In Oregon: Estates with qualifying probate assets valued at or below $275,000 can bypass formal probate court proceedings under ORS § 114.515 (Simple Estate Affidavit (Formerly Small Estate Affidavit)). Heirs must observe a mandatory statutory waiting period of 30 days after death before executing the affidavit. Real property transfer is permitted under summary affidavit procedures.
Oregon Small Estate Affidavit Eligibility Checker
Statutory Threshold: $275,000 under ORS § 114.515
1. Probate Assets Valuation
Enter the gross fair market value of assets titled solely in the decedent’s name with no designated beneficiary.
2. Exempt Non-Probate Exclusions
Assets that pass automatically by contract or operation of law bypass probate and are 100% EXCLUDED from the statutory limit.
Qualifies for Oregon Small Estate Procedure
Simple Estate Affidavit (Formerly Small Estate Affidavit)Legal Analysis: The decedent’s probate-subject assets total $45,000, which is under the $275,000 statutory maximum established by ORS § 114.515. Heirs can bypass formal court administration.
📋 Next Statutory Steps for Oregon:
- Required Form: Simple Estate Affidavit.
- Waiting Requirement: Wait 30 days after the decedent’s date of death before presenting or filing.
- Documentation: Attach certified death certificate and proof of decedent’s sole ownership.
- Notarization: Must be signed under penalty of perjury in the presence of a licensed Notary Public.
- Presentation: Present certified copies directly to asset holders (e.g. Chase, Wells Fargo, brokerage firms) without open probate.
STATUTORY PROBATE EXEMPTION AUDIT DOSSIER & SMALL ESTATE EVALUATION
JURISDICTION: STATE OF OREGON · SIMPLE ESTATE AFFIDAVIT (FORMERLY SMALL ESTATE AFFIDAVIT) (ORS § 114.515)
Generated: 11/2/2026
Pursuant to ORS § 114.515, the decedent's probate-subject estate of $45,000 is beneath the statutory maximum of $275,000. Rightful distributees may collect assets directly via Form: Simple Estate Affidavit without formal probate proceedings.
1. Statutory Asset & Liability Valuation
| Sole Personal Property, Bank Accounts & Vehicles: | $45,000 |
| Countable Net Real Estate Equity: | $0 |
| Gross Probate-Subject Estate: | $45,000 |
| Oregon Small Estate Statutory Cap: | $275,000 |
| Excluded Non-Probate Assets (Trusts, TOD, Survivorship): | $75,000 |
| Deductible Funeral & Final Medical Expenses: | -$5,000 |
2. Statutory Conditions & Mandatory Requirements
A minimum of 30 days must elapse after death before asset holders may release property.
Instrument: Simple Estate Affidavit
Court: Circuit Court (Probate Department)
Affiant / Successor Signature:
Full Printed Name / Executed Under Penalty of Perjury
Notary Public Acknowledgment:
State Seal, Commission Expiration & Date
Oregon Statutory Small Estate Rules & Qualifications
⚖ Key Legal Parameters
- Maximum Estate Value:
- $275,000
- Mandatory Waiting Period:
- 30 days after death
- Real Property Included:
- Yes (Specific terms apply)
- Governing Statute:
- ORS § 114.515
- Judicial Venue:
- Circuit Court (Probate Department)
📑 Required Documentation & Procedure
Affidavit filed with probate court clerk after 30 days; certified copy gives affiant power to act as estate administrator.
Real Estate Transfer Rules in Oregon
Real property permitted up to $200,000 fair market value + up to $75,000 in personal property (total $275,000).
Exclusions: Calculated using gross fair market value without deducting mortgages.
How to File a Small Estate Affidavit in Oregon
- Check the Asset Total: Calculate all personal property solely titled in the decedent’s name. Subtract outstanding secured debt and statutory funeral deductions. Confirm that the final total does not exceed $275,000.
- Verify Beneficiary Designations: Ensure you are not counting assets that pass directly by contract, such as life insurance policies, 401(k) accounts, or bank accounts designated as Payable-on-Death (POD).
- Wait the Required Time: In Oregon, you must wait 30 days prior to presenting the affidavit to any institution.
- Complete the Simple Estate Affidavit: Draft the document, listing every financial institution, account number, and exact dollar balance.
- Notarize Under Oath: All rightful distributees or the designated representative must sign before a licensed notary public under penalty of perjury.
- Present to Custodians: Deliver the notarized affidavit alongside a certified copy of the death certificate to banks, DMVs, or asset holders to claim and distribute funds.
Frequently Asked Questions About Oregon Small Estates
What is the small estate limit in Oregon for 2026?
Under ORS § 114.515 (Simple Estate Affidavit (Formerly Small Estate Affidavit)), the 2026 small estate threshold in Oregon is $275,000. Estates with gross probate assets at or below this value qualify for expedited transfer without formal court probate.
How long do you have to wait after death to file a small estate affidavit in Oregon?
In Oregon, heirs must wait a mandatory statutory period of 30 days after the decedent’s date of death before executing and presenting the small estate affidavit to asset holders.
Can real estate be transferred with a small estate affidavit in Oregon?
Yes, Oregon permits real estate transfers under specific statutory conditions: Real property permitted up to $200,000 fair market value + up to $75,000 in personal property (total $275,000).
What form is required for a small estate in Oregon?
The required official legal instrument is the Simple Estate Affidavit, which must be signed under oath in the presence of a notary public and presented to asset holders or filed with the Circuit Court (Probate Department).
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