Class Assessment for Personal Representatives | Guardian Partners of Oregon

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Class Assessment for Personal Representatives and Trustees

Each student MUST complete this assessment on their own. Submission of this form will permit Guardian Partners to officially inform the Court that you have met the requirement.

Class Assessment for Personal Representatives & Trustees

Name*
Hidden
Name
First Last
Email*
Phone*
Which court appointed you?*
- Clackamas
- Douglas
- Lane
- Marion
- Multnomah
- Tillamook
- Washington
- Yamhill
- Other
- Not Applicable
What is your Court case number? This number must be accurate for your Certificate of Completion. Type 'N/A' if not applicable.*
Case Title (This is the Protected Person's Name as Written after "In the Matter of" on Court Filings)*
Which Guardian Partners class did you take today?*
- Personal Representative
- Trustee
Having completed the class, how much better do you understand:
What probate is and why it is necessary
- Not at all
- Somewhat
- Much more
Your duties as a Personal Representative
- Not at all
- Somewhat
- Much more
How to use attorney time well
- Not at all
- Somewhat
- Much more
The purpose of the bond and letters testementary / letters of administration
- Not at all
- Somewhat
- Much more
How to marshal assets
- Not at all
- Somewhat
- Much more
Requirements of publication and notice to creditors
- Not at all
- Somewhat
- Much more
What assets need to be included in the inventory of the estate and deadlines for filing
- Not at all
- Somewhat
- Much more
How to determine the validity of a claim
- Not at all
- Somewhat
- Much more
The process of liquidating estate assets and importance of keeping careful records
- Not at all
- Somewhat
- Much more
The process for closing the estate
- Not at all
- Somewhat
- Much more
Presenter knowledge
- Poor
- OK
- Good
- Great
Presenter ability to keep my attention
- Poor
- OK
- Good
- Great
Ease of use of the video and materials
- Poor
- OK
- Good
- Great
Usefulness of the handouts/brochures
- Poor
- OK
- Good
- Great
Registration and Evaluation Process
- Poor
- OK
- Good
- Great
What was the thing you learned today that will help you the most as a Personal Representative?
Is there anything else that you want us to know?

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10814 NE Halsey Street
Portland, OR 97220
971-409-1358

Education & Class Registration: Contact Liz Gatti

Volunteering & Case Monitoring: Contact Steve Knutson

Donations & Other Inquiries: Contact Marc Kochanski

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