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Rule 9.060.Fees in Estates, Guardianships and Conservatorships

Current through August 1, 2026 · Last verified September 12, 2026

In one sentenceUTCR 9.060 sets how attorney and fiduciary fees are justified and served in probate and protective proceedings, calling for supporting affidavits with itemization or statutory justification and service on the persons the governing statutes identify.

Full Text of Rule 9.060

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(1) Attorney fees requested in protective proceedings under ORS chapter 125 must be supported by affidavit including a fee itemization as required by UTCR 5.080, setting out the justification for the amount requested.
(2) Attorney fees requested for a decedent’s estate must be supported by affidavit in compliance with ORS 116.183.
(3) Personal representative fees requested in excess of the statutory amounts provided in ORS 116.173(1) must be supported by affidavit setting out justification for the additional claimed amount.
(4) All fiduciary and attorney fee applications and accountings in decedents’ estates, guardianships and conservatorships must be served in the manner and on the persons described in ORS 116.093, ORS 125.475, and acts amendatory thereof.
End

Plain-English Summary

Fees in probate and protective proceedings come out of someone else's money, so the court looks at them closely. This rule sets what must support a fee request and who has to be served with it.

Attorney fees requested in a protective proceeding must be supported by an affidavit that includes a fee itemization of the kind UTCR 5.080 calls for, setting out the justification for the amount requested. Attorney fees requested in a decedent's estate follow a different path: the affidavit must comply with the statute on attorney compensation in estates.

Personal representative fees have their own track. The statute sets standard amounts, and a request above them must be supported by an affidavit setting out the justification for the additional amount claimed. The affidavit is where a personal representative shows what took the work beyond the ordinary.

Service matters as much as support. All fiduciary and attorney fee applications, and accountings, in decedents' estates, guardianships, and conservatorships must be served in the manner and on the persons the cited statutes describe, together with any later amendments to those statutes.

Frequently Asked Questions

What supports an attorney fee request in a guardianship or conservatorship?

An affidavit that includes a fee itemization of the sort UTCR 5.080 requires, setting out the justification for the amount requested. A total figure with no itemization does not satisfy the rule.

Are attorney fees in a decedent's estate handled the same way?

No. For a decedent's estate the rule points to the statute governing attorney compensation in estates, and the supporting affidavit must comply with that statute rather than the protective proceeding itemization route.

When does a personal representative need an affidavit to get paid?

When the fee requested exceeds the statutory amounts. Up to those amounts the statute speaks for itself; above them the personal representative must file an affidavit setting out the justification for the additional claimed amount.

Who has to be served with a fee application or an accounting?

The persons the statutes cited in the rule describe, served in the manner those statutes set out. The requirement covers accountings as well as fee applications, in decedents' estates, guardianships, and conservatorships alike.

Does the rule cover a guardian's or conservator's own compensation?

The service requirement speaks of all fiduciary and attorney fee applications, so a request for fiduciary compensation is covered by it. The affidavit requirements in the earlier subsections address attorney fees and personal representative fees specifically.

Source & verification. The rule text is reproduced verbatim from the official Oregon Uniform Trial Court Rules (UTCR 9.060). Prescribed by the Chief Justice of the Oregon Supreme Court (UTCR 1.020). The plain-English summary is original and written by us. Last verified September 12, 2026. · Official source
Also known as: attorney fees probate Oregonconservatorship attorney fee affidavitpersonal representative feesfee itemization protective proceedingguardianship fee application servicefiduciary fees estate