Portland, OR asked in Estate Planning and Probate for Oregon

Q: I have a simple will and have named an executor. How do I make sure small household items go to specific people?

I was told that some states require you to itemize even small things in the actual will, otherwise they will all be sold & money distributed. Some things are sentimental rather than valuable. In Oregon, is it sufficient to just provide the executor with a list of items & who they should go to? I can't imagine rewriting my will every time I buy something small that a family member might like to inherit later.

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1 Lawyer Answer
Nina Whitehurst
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Answered
  • Estate Planning Lawyer
  • Crossville, TN
  • Licensed in Oregon

A: You don't have to rewrite your will every time, but you do need to write it once to refer to a personal property memorandum that you can then add to or change at any time and from time to time. Here is the statute:

https://www.oregonlaws.org/ors/112.260

Theressa Hollis agrees with this answer

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