Simple Estate Affidavit (Affidavit of Claiming Successor)

This page is for educational purposes only and is not legal advice. Forms and requirements change frequently — verify the current version with your local probate court or an attorney.

Last updated: July 29, 2026

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About Simple Estate Affidavit (Affidavit of Claiming Successor)

Lets a claiming successor collect the assets of a small (simple) estate without opening full probate.

When you'd use it: Used when the estate qualifies as a small estate under Oregon law and the statutory waiting period after death has passed; filed with the circuit court.

Where to get the official form

The official version of Simple Estate Affidavit (Affidavit of Claiming Successor) is published as a PDF by the Oregon courts. We checked this link and it resolved to a form on an official court or government website — always download the current version directly from the source rather than a third-party copy:

How to file Simple Estate Affidavit (Affidavit of Claiming Successor) in Oregon

  1. Step 1Confirm you have the correct formUse Simple Estate Affidavit (Affidavit of Claiming Successor) when used when the estate qualifies as a small estate under Oregon law and the statutory waiting period after death has passed; filed with the circuit court. Double-check it's the right form for your situation — Oregon probate forms are revised periodically, so verify the name and number against your court's current form list before you start.
  2. Step 2Complete every required fieldFill out Simple Estate Affidavit (Affidavit of Claiming Successor) carefully and review it for errors before filing. Probate cases can already take months — a small mistake on the form can set your timeline back further.
  3. Step 3Get it notarized or witnessed if requiredSome probate forms must be signed in front of a notary or witnesses. Check the instructions on the form itself, and arrange notarization before you file if it's required.
  4. Step 4File it with the correct courtSubmit Simple Estate Affidavit (Affidavit of Claiming Successor) to the probate court or county clerk handling the estate — usually in the Oregon county where the deceased lived. Ask the clerk how they prefer to receive filings (in person, by mail, or e-filing).

Working through the Simple Estate Affidavit (Affidavit of Claiming Successor)? SwiftProbate builds a personalized, step-by-step checklist for settling the estate — so you know which forms to file, in what order, and by when.

Get help with this form

Probate in Oregon

See the full Oregon probate guide for filing deadlines, small-estate options, timelines, costs, and county courthouse details.

Read the Oregon probate guide →

Frequently Asked Questions

What is Simple Estate Affidavit (Affidavit of Claiming Successor)?
Lets a claiming successor collect the assets of a small (simple) estate without opening full probate. You'd typically use it when used when the estate qualifies as a small estate under Oregon law and the statutory waiting period after death has passed; filed with the circuit court.
Where do I file Simple Estate Affidavit (Affidavit of Claiming Successor) in Oregon?
Probate forms are filed with the probate court or county clerk in the Oregon county where the deceased person lived. Our Oregon probate guide can help you find the right courthouse, filing fees, and local requirements.
Do I need a lawyer to complete Simple Estate Affidavit (Affidavit of Claiming Successor)?
Many people complete probate forms themselves, especially for smaller or uncontested estates. Complex estates may benefit from professional advice. SwiftProbate is an informational tool that helps you understand and organize the process — it is not a law firm and does not provide legal advice.
Is Simple Estate Affidavit (Affidavit of Claiming Successor) available online?
Most Oregon probate forms are published as PDFs by the state courts or the county clerk. You can find the official source linked above.

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Disclaimer: This page is for informational purposes only and does not constitute legal advice. Probate forms and requirements vary by state, county, and individual circumstances, and change over time. Always verify the current form and instructions with your local probate court, and consult a qualified attorney for advice specific to your situation. SwiftProbate is not a law firm and does not provide legal representation.