Financial Regulation

Legal expense organization

The state registers companies and individuals (“legal expense organizations”) who provide or offer a legal expense plan. A legal expense plan provides legal services or reimbursement for charges incurred for legal service, in consideration of a specified payment.

Laws/rules governing legal expense organization

Forms

  • Certificate of Registration: Word | PDF
    Instructions
  • Change of Registered Office or Registered Agent: Word | PDF
  • Designation of Registered Office or Registered Agent: Word | PDF
  • Financial Statement: Word | PDF
  • Legal Expense Insurance List of Sales & Marketing Representatives: Word | PDF
  • Qualifying Bond for Legal Expense: Word | PDF
  • Renewal of Certificate of Registration for Legal Expense Organization Application: Word | PDF

Questions?

Linda Rothenberger
503-947-7227
linda.j.rothenberger@oregon.gov