Oregon: Adult Guardianship and Conservatorship Petition Requirements

Requirements one by one

Proceeding and state terminology

Oregon puts guardians, conservators, temporary fiduciaries, and other protective
orders in one Chapter 125 proceeding. The roles remain distinct: a guardian's
authority is personal, while a conservator manages and protects money or
property. A petition can request more than one fiduciary without paying a
separate filing fee for each request.

Who may file and where

Section 125.010 permits any person interested in the adult's affairs or welfare
to file. Under § 125.015, probate courts and commissioners have exclusive jurisdiction. The
ordinary venue is the county where the adult resides or is present; a separate
rule permits an out-of-state adult's conservatorship where Oregon property is
located.

What the petition must contain

The petition is not satisfied by a diagnosis label. Section 125.055 requires
functional facts supporting incapacity or financial incapability, the people
who know those facts, and the alternatives considered and why they are
inadequate. It also requires disclosure of existing court fiduciaries, trustees,
health-care representatives, power-of-attorney agents, treating professionals,
caregivers, the proposed fiduciary's specified adverse history, proposed
placement, estate and income, and whether plenary or specified limited authority
is requested.

An adult-guardianship petition must alert the court that a visitor is required.
A conservatorship request must add the petitioner's estimate of the estate's
value.

Proof required for appointment

The personal and property tests are separate. The functional definitions are
in § 125.005. For a guardian, § 125.305 requires
clear and convincing evidence that the adult is incapacitated, continuing care
and supervision are necessary, and the nominee is qualified, suitable, and
willing. Incapacity is functional: impaired ability to receive and evaluate
information or communicate decisions must leave the person presently unable to
meet essential physical-health or safety requirements.

For a conservator, § 125.400 requires clear and convincing evidence of financial
incapability and money or property needing management or protection. Financial
incapability means inability to manage financial resources effectively.

Alternatives the court must address

Oregon places alternatives in three parts of the process. The petition must
identify alternatives considered and explain why they are inadequate. The
visitor must investigate the alternatives and why they are unavailable. The
final guardianship order may restrict liberty no more than reasonably necessary
to protect the adult.

Notice, service, and hearing timing

Under § 125.060, the adult receives personal service. Spouse, parents, adult children, the
closest relatives when those family members do not exist, an interested
cohabitant, and existing fiduciaries and agents are among the required notice
recipients. The adult cannot waive the statutory notice.

Service or mailing occurs at least 15 days before the objection deadline. An
objection is due within 15 days after service or mailing and may be oral or
written. A nonwithdrawn objection by the adult requires a hearing; once a
hearing is scheduled on objections, the petitioner gives at least 15 days'
hearing notice.

Counsel and hearing rights

The adult may appear personally or through counsel. At a required hearing, the
court appoints counsel if the adult asks, anyone objects, the visitor recommends
counsel, or the court finds counsel is needed. Appointment is unnecessary when
the adult already has counsel or objects to appointed counsel.

The statutory notice under § 125.070 states the adult's rights to object, request a hearing,
present evidence, and cross-examine witnesses. Oregon's general Chapter 125
hearing section does not make a hearing automatic merely upon filing; the court
may order one, and an unwithdrawn objection triggers one.

Medical evidence or court evaluator

The mandatory evidence architecture under § 125.150 for adult guardianship is a court visitor,
not a universally required petition-stage physician certificate. The visitor
must be disinterested and have adequate training or expertise to evaluate
functional capacity and needs. The visitor personally interviews the adult and
nominee, investigates daily-needs function, residence, supports and
alternatives, fraud or undue influence, whether the problem is isolated or a
pattern, objections, attendance, and counsel.

If guardianship and conservatorship are requested together, the visitor also
investigates financial incapability. The written report is due within 15 days
after appointment under § 125.155 unless the court grants more time for necessity and good
cause; it addresses petition accuracy, necessity, nominee suitability,
recommended limitations, further evaluation, and the adult's stated wishes.

Limits on the order

Appointment does not create a blanket presumption of incompetence. Section
125.300 says the adult retains every legal and civil right not expressly limited
by court order or specifically granted to the guardian, including access to
counsel and personal records. Section 125.305 separately requires the order to
be no more restrictive than reasonably necessary.

Temporary authority is a separate track. Section 125.600 limits it to a specific
purpose and a maximum of 30 days, with one additional period of up to 30 days
available on motion and good cause.

What trips people up

The first 15-day period runs to the objection deadline, not directly to the
hearing. If an objection produces a hearing, § 125.075 adds a separate
requirement to give at least 15 days' notice of the scheduled hearing.

Common questions

Does an Oregon guardian automatically receive control over all finances?

No. A conservator is the Chapter 125 role for property and financial management.
A guardian petition must separately disclose any estate control requested, and
a conservatorship requires its own clear-and-convincing findings.

Is a physician examination always required before appointment?

Chapter 125 makes the visitor mandatory for an ordinary adult-guardianship
petition. Section 125.305 directs the court to consider a physician,
naturopathic physician, or psychologist report if an examination occurred;
it does not make that report the universal petition-stage evaluator described
in §§ 125.150-.155.

Can the adult object without filing a lawyer-drafted response?

Yes. Section 125.075 allows an objection to a petition to be written or oral,
and no filing fee may be charged to the respondent for the objection.

Statutes and sources

• ORS §§ 125.005-.020. Definitions, protective-proceeding structure,
  standing, jurisdiction, and venue.
  https://www.oregonlegislature.gov/bills_laws/ors/ors125.html (accessed
  2026-07-18).
• ORS §§ 125.055-.080. Petition contents, required recipients, personal
  service, objections, hearing, counsel, and participation rights.
  https://www.oregonlegislature.gov/bills_laws/ors/ors125.html (accessed
  2026-07-18).
• ORS §§ 125.150-.155. Mandatory adult-guardianship visitor, investigation,
  interviews, report deadline, and report contents.
  https://www.oregonlegislature.gov/bills_laws/ors/ors125.html (accessed
  2026-07-18).
• ORS §§ 125.300-.305 and 125.400. Guardianship and conservatorship proof,
  retained rights, and order limits.
  https://www.oregonlegislature.gov/bills_laws/ors/ors125.html (accessed
  2026-07-18).
• ORS § 125.600. Separate temporary-fiduciary boundary.
  https://www.oregonlegislature.gov/bills_laws/ors/ors125.html (accessed
  2026-07-18).