As of February 1, 2015, all non-professional guardians, conservators, trustees and personal representatives appointed by the Multnomah County Circuit Court must, within 15 days of their appointment date, register for a class that meets the curriculum requirements of the Multnomah County Non-Professional Fiduciary Education & Training Program, completing the class within 60 days of their appointment date. The cost of the course may be treated as a cost of administration of the proceeding. (SLR 9.076).
Special Advocates for Vulnerable Oregonians (SAVO) offers classes that meet the criteria. There is a class for each role, and each class is one hour long and costs $100. Fiduciaries who cannot be at the class in person may take it remotely.
The purpose of this new requirement is to cut down on errors made by fiduciaries in court proceedings. Most fiduciaries that make errors do so unintentionally, but the errors still end up costing the protected person, beneficiaries, and fiduciaries financially and emotionally. Education can help fiduciaries to carry out their duties properly so that these situations are avoided.