Adult Guardianship Periodic Reporting Requirements in Oregon

At a glance

Requirements one by one

First property record and repeat dates

Under § 125.470(1), a conservator has 90 days after appointment to inventory estate property that has come into the conservator's possession or knowledge; the court may grant longer. The inventory estimates true cash values as of the protective order. Later discovered property requires a supplemental inventory within 30 days of possession or knowledge under § 125.470(2).

The first guardian report follows the first appointment anniversary: § 125.325(1) requires it within the next 30 days. The conservator's account is due within 60 days after each anniversary unless the court orders otherwise under § 125.475(1). Holding both roles therefore creates separate clocks.

What the filings contain

The statutory guardian form in § 125.325(1) asks about residence, services, physical and mental condition, contacts, limits on association, major decisions and whether guardianship should continue. It also asks for amounts held, received and spent on the person's behalf and the guardian's compensation for lodging, food or other services.

The § 125.475(2) account identifies the period, opening estate value, money and property received, disbursements, bond and, for a professional fiduciary, specified investment-adviser or broker charges. Under § 125.475(3), vouchers generally accompany the accounting; an order, court rule or the statute's named institutional exceptions can change that requirement. When vouchers are not filed, the statute requires retention, inspection and a disclosure in the account.

Copies and court action

Section 125.325(1) requires a penalty-of-perjury declaration in the guardian report and copies to § 125.060(3) recipients. Section 125.475(5) sends conservator accounts to the same list, including the protected person age 14 or older, notice requesters and other appointed fiduciaries. The court may waive account service on the protected person if a copy would not help the person understand the proceeding. Section 125.470(1) separately requires a copy of the inventory for the protected person age 14 or older.

If a guardian says the guardianship should end or inadequately supports its continuation, § 125.325(2) directs the court to require a supplement or termination motion. An unfulfilled order after 30 days is a removal ground under § 125.325(3); the court then orders a show-cause appearance under § 125.325(4). An account allowed after notice and hearing has the limited finality described by § 125.480.

What trips people up

The conservator's final-account clock depends on the event. Section 125.475(1) sets 60 days after the protected person's death or recovery of financial capacity, but 30 days after the conservator's removal, resignation or specified termination of authority. Section 125.475(4) permits a waiver only when its receipt and filing conditions are met.

Common questions

Does the guardian file the conservator's account? The duties attach to the role: § 125.325(1) governs the guardian report, while § 125.475(1) governs the conservator account. A person appointed to both roles follows both provisions.

Must an inventory be updated when another asset is found? Yes. Under § 125.470(2), newly possessed or known property omitted from a prior inventory or account calls for a supplemental inventory within 30 days.

Statutes and sources

• Or. Rev. Stat. § 125.325: “Not later than 30 days following each anniversary of appointment, a guardian for an adult protected person shall file with the court a written report.” Official text, accessed 2026-10-03.
• Or. Rev. Stat. § 125.470: “Within 90 days after the date of appointment, unless a longer time is granted by the court, a conservator must file in the protective proceeding an inventory”. Official text, accessed 2026-10-03.
• Or. Rev. Stat. § 125.475: “Unless the court by order provides otherwise, a conservator shall account to the court for the administration of the protected estate within 60 days after each anniversary of appointment.” Official text, accessed 2026-10-03.
• Or. Rev. Stat. § 125.060: “The protected person, if the protected person has attained 14 years of age.” Official text, accessed 2026-10-03.
• Or. Rev. Stat. § 125.480: “an order, made upon notice and hearing, allowing an intermediate accounting of a conservator, is final as to the liabilities of the conservator concerning the matters considered in connection with the intermediate accounting.” Official text, accessed 2026-10-03.